Ben Goldberg, Principal
Since 2001, Ben has been a principal of the Lanyard Group of Companies which is a Vancouver based company which specializes in mortgage syndications. From 1978 to 2000 Ben practiced corporate law (with an emphasis on mergers and acquisitions) as a partner in Freeman and Company and then as a founding partner in Koffman Kalef. He holds a Bachelor of Arts from the University of British Columbia and law degrees from Dalhousie University and Oxford University.
John Robinson, CEO
For 23 years John was a senior tax partner with PricewaterhouseCoopers which is the largest global accounting firm. John has extensive experience with income tax strategies for high net worth clients and tax efficient planning for international and domestic corporations and trusts. John holds a Bachelor of Commerce from the University of British Columbia and is a Chartered Professional Accountant.
Don Rolfe, Principal
Donald (Don) Rolfe served as the CEO and President of Central 1, a leading financial services firm in Canada, for many years. During his career he has held the position of CEO and President for such financial institutions as The Ethical Funds, Credential Financial Services as well as CIBC Investors Services and CIBC Mutual Funds. 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. 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.
Robert McDonald, Principal
Robert (Bob) McDonald was a Tax Partner with Price Waterhouse prior to joining Canfor Corporation as Director, Taxation. Canfor is one of Canada’s largest manufacturers of lumber, pulp and paper. In addition to holding the professional designation of Chartered Accountant (“CA”), Bob obtained a Bachelor of Science (Mathematics), a Licentiate in Accounting and a Master in Business Administration from the University of British Columbia.
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.
Sam Balden, Senior Estate & Trust Consultant
Sam has had a lifetime career as a Trust Officer in the field of Estates and Trusts – with trust companies (17 years) and the law firm of Borden Ladner Gervais (27 years). He was involved in the direct and supervisory administration of numerous estates and trusts, and interfaced with lawyers, accountants, investment advisors, and other professionals. Sam was a contributor/instructor for The BC Continuing Legal Education Society on the subject of estate administration, and was a Life Member of the Estate Planning Council. Sam remains involved in a number of community organizations.
Robert G. Geier, Principal
For the past 25 years Rob was a senior tax partner with KPMG, the largest accounting firm in Canada. Rob was the partner in charge of Enterprise Tax (Private Corporations) for the Lower Mainland and Victoria consisting of the Chilliwack, Victoria, Abbotsford, Langley, Burnaby and Vancouver office locations. Rob has extensive experience helping clients to plan for their succession including estate and trust planning strategies for high net worth clients, individuals and corporations. Rob also led the Private Company Divestiture tax practice for KPMG Canada for over 10 years and was lead partner in providing tax structuring solutions for more than 50 transactions involving the sale of businesses by private corporations. These transactions ranged in value between $2mm to $400 mm. Rob holds a Bachelor’s Degree in Biology and Degree in Licentiate in Accounting from the University of British Columbia and is a Chartered Professional Accountant.
Justina Mark, Business Development Manager/Senior Consultant
Justina was a Senior Manager in the tax practice of PricewaterhouseCoopers for 10 years. Her experience includes acquisition structuring, advising high net worth individuals and private companies and tax modeling. Prior to that Justina was a mortgage broker and a financial advisor with TD Bank Financial Group. She holds a Bachelor’s Degree in International Relations from the University of British Columbia and is a Chartered Professional Accountant.
Sandra McLean, Legal Counsel
Sandra McLean worked for over 16 years for HSBC Trust Company (Canada) in a variety of roles including Associate General Counsel, AVP & Expert Counsel, Corporate Secretary and Director, Risk Management. Prior to that she acquired a broad range of experience as in-house legal counsel with HSBC Bank Canada for 7 years, providing legal advice and support to senior management with an emphasis on regulatory compliance. Sandra holds degrees in Arts and Law from University of British Columbia and is a practising member of the B.C. Law Society.
Madison McKerl, Trust Administrator
Madison joined Truvera Trust Corporation in 2017 as an Administrative Assistant. Madison is an assistant in Wills, Estates, Trusts and Mortgages.
Gail Thevarge, Trust Administrator
Gail has experience in Wills and Estates obtained working at an Okanagan based Law firm. During this time, she received her Legal Administrative Assistant Certificate. Prior to moving to the Okanagan, Gail spent over 20 years working as a Mortgage Administration Officer in Vancouver for select Trust Companies. She obtained a Diploma in Urban Land Economics from the University of British Columbia.
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.