TRENTINI FINANCIAL - Key Persons
Job Titles:
- Senior Vice - President, Planning Services, PPI Advisory
Chris joined PPI in 2003 after more than 20 years of experience in tax, estate and trust planning including several years as a Tax Partner in the Vancouver office of an international accounting firm. Chris has taught the CICA specialized tax course, "Advanced Tax Issues for the Owner Managed Business" and has written extensively in the area of tax planning and wealth preservation. Chris is a member of the Conference for Advanced Life Underwriting (CALU), the Canadian Tax Foundation (CTF) and Society of Trust and Estate Practitioners (STEP), and is a frequent speaker at tax and professional industry meetings.
Job Titles:
- Vice - President, Planning Services, PPI Advisory
Diane joined PPI in 2000 and has over 30 years of experience in taxation, corporate reorganizations and life insurance tax and estate planning. Diane has spoken extensively at conferences and authored numerous articles for industry organizations. Diane is a member of the Law Society of Ontario (formerly the Law Society of Upper Canada), Law Society of British Columbia, Canadian Bar Association, Association de planification fiscale et financière (APFF), Conference for Advanced Life Underwriting (CALU), Canadian Tax Foundation (CTF), Advocis, International Fiscal Association, Society of Trust and Estate Practitioners (STEP) and is a designated Trust and Estate Practitioner (TEP), Chartered Life Underwriter (CLU) and Family Enterprise Advisor (FEA).
Job Titles:
- President of Predictable Future Inc.
- President of Predictable Futures Inc
Gregg Becker is President of Predictable Futures Inc. (PFI), coaching private businesses and their owners through successful transition. Specific areas of focus are succession and exit planning, governance, and strategic planning. Predictable Futures works with families, professional corporations and partnerships who are tackling leadership, ownership and succession challenges.
His certifications include the Institute of Corporate Directors (ICD), Certified Exit Planner, Advanced Certification in Family Business Advising, degrees from the University of Western Ontario (MBA) and University of Texas (BSc), and post-graduate training. Mr. Becker sits on and chairs several corporate and not for profit boards.
Job Titles:
- Director, Tax Research, PPI Advisory
Previous to joining PPI Advisory in 2005, Melanie worked for over 15 years in the Vancouver office of an international accounting firm specializing in tax planning for estates and trusts, individuals, charities and private businesses. Melanie's focus on tax research includes contributions to PPI's extensive library of advanced planning educational material, case studies and technical strategies. Melanie is a member of the Canadian Tax Foundation (CTF) and Society of Trust and Estate Practitioners (STEP).
Job Titles:
- Vice President, Planning Services, PPI Advisory
Patrick has over 25 years of tax planning experience and expertise in the areas of succession and estate planning, corporate reorganizations, and insurance planning. As Vice-President, Planning Services at PPI, Patrick supports advisors in the high net-worth market in developing and implementing estate and tax planning strategies as well as delivering tax seminars and presentations, and authoring industry papers and articles. Patrick graduated from McGill University with his Bachelor of Arts in economics, and Concordia University, where he obtained a post-graduate accounting diploma. He is a Chartered Professional Accountant (CPA,CA) and is also a member of the Society of Trust and Estate Practitioners (STEP), a Chartered Life Underwriter (CLU), a member of Advocis and an Associate Member of CALU.