Barry Macdonald, CEO
Barry Macdonald, FCPA, FCA, ICD.D is Chairman & CEO of Truvera Trust Corporation. Barry is responsible for the overall operations and strategic growth of the company. Barry was a senior partner with PwC Canada, retiring in 2016 after a 34 year career, including seven years as a partner in their Hong Kong firm. Barry is past Chair (2018/19) of the Chartered Professional Accountants of BC. He is also a corporate director and is passionate about charitable service. Barry was awarded a Fellowship by CPA BC’s predecessor body for career success and community leadership. He further earned the Institute of Corporate Directors designation.
Don Rolfe, Principal
Donald (Don) Rolfe served as the CEO and President of Central 1 Credit Union, a leading financial services firm in Canada, for many years. Central 1 Credit Union provides essential services for BC and Ontario Credit Union systems with 3.5 million members. During his career he has held the position of CEO and President for such financial institutions as The Ethical Funds, the leader in Socially Responsible Investing (SRI), Credential Financial Brokerage Services as well as CIBC Investors Services and CIBC Investment Funds. Don also served as an Executive at Royal Trust at which time he was responsible for overseeing the Trust, Investment Funds and Tax Sheltered Administration Divisions for the firm. He has served as a Board Director and Chair with distinction on numerous firms and most notably as the Board Chair for The Canadian Business for Social Responsibility, the leading organization of its kind in Canada. He has demonstrated significant expertise and knowledge in building very successful financial services firms through his leadership and strategic direction. In addition, he has a strong and enduring commitment to serving the community and those in need.
Ian Williamson, Vice President
Since 2005, Ian has been a principal of Truvera Trust Corporation. Prior to this Ian was employed by the Bank of Nova Scotia and Montreal Trust Co as a Wealth Management manager and Branch Manager respectively. Ian spent over 40 years in the wills and estates business in BC and Alberta and brings a significant depth of training, experience and knowledge in the trust industry.
Brian Peterson, Vice President
Since 2005, Brian has been a principal of Truvera Trust Corporation. Brian also owns and operates a mortgage brokerage company. Prior to that Brian was employed in the banking and trust industry. He is a graduate of the University of Victoria and holds a Bachelor of Economics with a specialization in Econometrics and a Diploma in Urban Land Economics from the University of British Columbia. In addition, Brian has served as President of the Mortgage Brokers Association of British Columbia, President of the Mortgage Brokers Institute of British Columbia and as a director of the Canadian Association of Mortgage Professionals.
Rita Cattani, Trust Officer
Rita has worked in the trust industry for a number of decades. Her prior position was Director of Trust Services with BMO Private Banking, in Kelowna. Rita has extensive experience in administrating all types of trusts and estates, as well as acting as power of attorney for the financial affairs of clients. She enjoys helping clients protect and transfer their wealth while maintaining their dignity and independence. Rita is a Specialist Trust Industry, Certified Financial Planner, was a member of a number of Estate Planning Councils in Western Canada.
Wendy Berrington, Senior Trust Officer
Wendy has enjoyed an extensive career in the trust industry. Prior to joining Truvera Trust Corporation Wendy was employed by TD Bank group where she held the position of Senior Trust Officer. Wendy has completed her Business Education Certificate with BCIT, the Canadian Securities Course with honours, Mutual Fund license and the Canadian Financial Planning designation.
Kim Anderson, Trust Officer
Kim joins Truvera following 18 years of experience as a Paralegal, working primarily in Estate Administration and Estate Litigation. Prior to that Kim was a senior credit manager in several commercial lending environments.
Julia Weintraub, Client Relations
Julia has over 20 years’ experiences in financial services and developed exceptional relationships with clients, financial institutions, business partners and non-profit organizations. She assumed leadership role in the Canadian Association of Gift Planners and received awards in both the financial advisory and charitable sector.
Samantha Holderness, Trust Administrator
Samantha joined Truvera in 2021. Prior to this she held a full-time position as a paralegal for a law firm in England. Following a move to Canada, she became a Trust Administrator overseeing Wills, Estates, and Trusts
Elizabeth Modayil, Trust Administrator
Elizabeth joined Truvera in 2022. Prior to relocating to Canada, she worked as marketing and administration support for a management consultancy in United Arab Emirates. She oversees Wills, Estates, and Trusts.