STEP Canada awards recognize the dedication and contributions of our volunteers, students, and members, honouring those who create a lasting impact in our community.
2024
Kenneth Keung, Kenneth Keung
Sathess Kumanan, CPA, CA, TEP
"Top 10 Tax Risks"
2024, Hyatt Regency, Concurrent Conference Session
Antoine Aylwin, LLB
Amanda Doucette, LLB, LLM, TEP
"Practitioner’s Update: Canadian Trust and Estate Law"
2024, Hyatt Regency, Plenary Conference Session
2023
Greg Leslie, CPA, CA, TEP
Michael Goldberg, LLB, TEP
Cindy Radu, LLB, LLM, ICD.D, TEP
"A Journey Through the Life Cycle of a Family-Owned Private Business"
2023, Hyatt Regency, Concurrent Conference Session
Thomas Grozinger, CS, LLB, TEP
Marilyn Piccini Roy, AdE, PhD, LLB, BCL, TEP
"Practitioner’s Update: Trust and Estate Law"
2023, Highest Rated, Plenary Conference Session
2022
Melanie Yach, JD, TEP
Amanda Stacey, JD, TEP
John Oakey, CPA, CA, TEP
"With Friends and (High Net Worth) Family: Unintended Consequences of Settling a Discretionary Family Trust in the Context of an Estate Freeze"
2022, Highest Rated, Best Conference Presentation
2021
Rhonda Johnson, LLB, MBA, TEP
Amanda Doucette, LLM, TEP
Richard Niedermeyer, QC, TEP, LLB
"CRA Watchdogs: How CRA’s Conduct Influences Your Clients"
2021, Highest Rated, Best Conference Presentation
2020
Eddy Surman, FCPA, FCA
Joan Jung, LLB, TEP
Ruth March, CPA, CA, TEP
“Pipelines and Loss Carrybacks”
2020, Highest Rated, Best Speaker Series Presentation
2019
Ann Bliss Alexander, LLB, TEP
Troy McEachern, BEd, LLB, TEP
Amanda Szczyrba, JD, TEP
Meaghan Yach, LLB, TEP
“Take That to the Bank: Legal, Estate, Beneficiary, and Capacity Issues when Dealing with Financial Institutions and Some Practical Solutions”
2019, Concurrent Winner, Best Conference Presentation
2018
Kimberly Whaley, LLM, CS, TEP
Ed Esposto, LLB, TEP
Dr. Kenneth Shulman
Dr. Adrian M. Owen
"Medical-Legal Issues Involving Capacity, Estate and Trust Planning, and Litigation"
2018, Concurrent Winner, Best Conference Presentation
Philip Marcovici, TEP
"International Moves"
2018, Plenary Winner, Best Conference Presentation
2017
Janet Michelin, LLB, BCL, TEP
Tim Matthews, QC, LLB, BCL, TEP
"Practitioners’ Update: Trust and Estate Law"
2017, Plenary Winner, Best Conference Presentation
Angela Ross, TEP
Elie Roth, TEP
Grace Chow, FCPA, FCA, FCCA (UK), FTIHK, CTA, TEP
"Taxation of Trusts and Their Beneficiaries: Rarer Tips and Traps"
2017, Concurrent Winner, Best Conference Presentation
2016
Kathleen Burns Kingsbury
Pina Melchionna, PFP, LLB, MBA, TEP
Maria Spanakis
“Gender Implications in Intergenerational Wealth Transfer”
2016, Concurrent Winner, Best Conference Presentation
Joshua Rubenstein, TEP
"International Moves: What We Have to Lose: Advising Clients in Times of Polarized and Unprecedented Political, Economic, Cultural, and Scientific Change"
2016, Plenary Winner, Best Conference Presentation
2015
Ann Bliss Alexander, TEP
Kari Kray, LLB, MBA, TEP
Sara Namour, TEP
"Treatment of Registered Accounts Death"
2015, Concurrent Winner, Best Conference Presentation
Benjamini Tam
“Treatment of Registered Assets on Death”
2015, Concurrent Winners, Best Conference Presentation
2014
Tom Grozinger, LLB, CS, TEP
“Practitioners Update: Trust and Estate Law”
2014, Best Conference Presentation
2013
Corina Weigl, LLB, TEP
Stephen Alsace, JD, LLB
Kathleen Cunningham, LLB, MPS, TEP
Kathrine Smirle, LLB
“Capacity and Our Clients – Comments from the Trenches”
2013, Best Conference Presentation
2012
Paul LeBreux, LLB, LLM, TEP
Kim G C Moody, FCPA, FCA, TEP
Michael Cadesky, FCPA, FCA, FTIHK, CTA, TEP
Steve Fron, CPA, CA
Phillip Kohnen, CPA, CMA, TEP
“Canada Revenue Agency Round Table”
2012, Best Conference Presentation
2011
Al Meghji, BSc, LLB, LLM
"Section 95 of the ITA: A New Approach to Tax Avoidance"
2011, Best Conference Presentation
2024
Barbara Kimmitt, KC, LLB, TEP
“Protectors in Trust Instruments” - January 2024, Vol. 23 No. 1
2024, Best Article, STEP Inside
2023
Chantal Copithorn, CPA, CA, TEP
Ian Pryor, LLB, TEP
“Canadian Tax Residence – Should I Stay or Should I Go?” - October 2023, Vol. 22 No. 3 2023, Best Article, STEP Inside
2022
Hemal Balsara, TEP, CPA, CA, CFP, FEA
Glenn Stephens, LLB, FEA, TEP
"Life Insurance Fit for Purpose" - January 2022 Vol. 21 No. 1
2022, Best Article, STEP Inside
2021
Joyce Lee, KC, TEP
Daphne Chu, LLB
Jeffrey Bichard, JD, TEP
Jay Dyck
Nancy Golding, QC, TEP
Amanda Doucette, LLM, TEP
Jennifer Leach
Alex Bainov, LLB, TEP
Susannah Roth, Hon BA, LLB, TEP
Sarah Almon, JD, TEP
"Case Study: Real Estate and Alter Ego Trusts" - May 2021 Vol. 20 No. 2
2021, Best Article, STEP Inside
2020
Catherine Eberl
“Thorny Income Tax Issues for US Beneficiaries of Canadian Trusts” - January 2020 Vol. 19 No. 1
2020, Best Article, STEP Inside
2019
Katy Basi, LLB, MBA, TEP
Albert Oosterhoff
“Implications of Re Milne Estate: Are Multiple Wills the Tip of the Iceberg?” - January 2019 Vol. 18 No. 1
2019, Best Article, STEP Inside
2018
Thomas Grozinger
“Risks in Estate and Trust Administration: Part 2” - October 2018 Vol.17 No. 3
2018, Best Article, STEP Inside
2017
Anne Saris
“Use of Human Reproductive Material and Embryos After Death” - January 2017 Vol. 16 No. 1
2017, Best Article, STEP Inside
2016
Suzanne Michaud, BCom, LLB, CFP, TEP
Glenn Davis, LL.B, MTI, TEP
“Minor Beneficiaries and Not-So-Minor Consequences: A Case Study" - January 2016 Vol. 15 No. 1
2016, Best Article, STEP Inside
2015
Shelagh Rinald, CPA, CA, CFP, TEP
“Post Mortem Planning for Private Corporation Shares – Part 1" - February 2015 Vol. 14 No. 1
2015, Best Article, STEP Inside
Mark Handelman, BA, LLB, MHSc (bioethics)
“Whose Mistake" – October 2014 Vol. 13 No. 3
2014, Best Article, STEP Inside
2024
Ana Wagner, JD
2023
Brett J. Maerz, JD
2022
Alexander Alberelli, CPA, CA, MTax
2021
Liana Gannon
2020
Marie Hynes
2019
Daniel Stober, LLB
2018
Jennifer Corak, JD
2017
Kristina Hyland, JD
2016
Dwight Dee, LLB
2015
Sharon Mendonca, CPA, CA
2014
Becky Turcotte, CPA, CA
2013
Justin Hoffman, CPA, CA, CFP, TEP
2012
Katy Basi, LLB, MBA (Fin), TEP
2011
Sarah Dykema, LLB, TEP
2010
Natalie Malech, CPA, CA
2024
Jonah Friedman, CPA, CA, CFP
2023
Michael F. Sims, CPA
2022
Michael Earle, TEP, CPA, CA, CFP, CLU
2021
Catherine Hung, CPA, CA, TEP
2020
Valerie Chan, CPA, CA, CFP
2019
Jessica Litt
2018
Paul Thorne, LLB, LLM, CFP
2017
Danielle Carter, CPA, CA
2016
Martina Zanetti, JD
2015
Denika Heaton, JD, TEP
2014
Justin Hoffman, CPA, CA, CFP, TEP
2013
Katy Basi, LLB, MBA (Fin), TEP
2012
Jody Hatto, CPA, CA, TEP
2011
Godfrey Yu, CIM, CFP, CPA, CGA, TEP
2010
Ngoc Day, CFP, CIM, R.F.P, TEP
2024
Rehaaz Boodhoo, CFA, CFP, CLU, MBA, TEP
2023
Jennifer Lewis, JD
2022
Sayuri Kagami, JD
2021
Stephanie Battista, JD, TEP
2020
Peter Mennie
2019
Kathryn Balter
2018
Darryl Antel, LLB, CFP, TEP
2017
Martina Zanetti, JD
2016
Denese Espuet-Post, LLB
2015
Joanne Golden, JD
2014
Kenneth Keung, CA, CPA (CO, USA), CFP, TEP, LLB, MTax
2013
Claudia Sgro
2012
Michelle Desrosiers, PFP, SFC, TEP
2011
Janice Elmquist, LLB, TEP
2024
Francesca Loreto, CPA, CA, TEP
2023
Matthew P. Sharp, CPA, CA, TEP
2022
Alexander Di Lello, TEP, CPA, CA
2021
Laura Peach, JD, TEP
2020
Gillian Crouch, TEP
2019
David Lin, CPA, CA, TEP
2018
Sarah Netley, CPA, CA, TEP
2017
Tony Lee, CPA, CA, TEP
2016
Meghan Davis, CPA, CA, TEP
2015
Andrea Payne, MTI, TEP
2014
Kenneth Keung, CA, CPA (CO, USA), CFP, TEP, LLB, MTax
2013
Paul Van Galder, MTI, CFP, CLU, FCSI, TEP
2012
Natalie Malech, CPA, CA
2011
Jason Rideout, CPA, CA, TEP