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Renee Bleeman, ChairOver the past 20 years, Renee has held numerous leadership roles in philanthropy including many charity board directorships and three years as President of ORT Toronto, part of the largest non-governmental educational and training network of vocational schools in the world. Experiencing firsthand the fund raising challenges faced by charity she co-founded PearTree as a means to encourage increased donations through the reduction of the after tax cost of donation. renee.bleeman@peartreefinserv.com 416-613-3848 x440 |
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Ron Bernbaum L.L.B., Co-FounderRon combined his dedication to philanthropy and his extensive background in law, tax and finance to found PearTree. Ron's talent is in recognizing innovative, yet conservative, financing structures. As early as 2004, Ron presented the use of flow through shares to philanthropists and charities as a way to reduce the after tax cost of giving. Ron has the ability to productize tax efficient financial products which meet both the policy and technical requirements of the tax legislation and was the driving force in the first flow through donation transactions, the first CRA ruling and the first and only Revenue Québec ruling ron.bernbaum@peartreefinserv.com 416-613-3848 x430 |
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Brian Wadsworth, Co-FounderBrian’s expertise lies in building businesses from the concept stage to reality. Brian has over 40 years experience in business and its development including leadership of public companies and advisory roles focused on shareholder value. Brian’s role in PearTree has been to help realize the vision of Flow Through Donations by providing the necessary organization, systems and practices. Brian continues in this role brian.wadsworth@peartreefinserv.com 416-613-3848 x435 |
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Lisa G. Davis L.L.B., Director, Legal and Corporate AffairsA former partner of one of the leading law firms in Canada, Lisa was also the first General Counsel for a specialized investment fund business. Lisa has more than two decades of experience structuring, negotiating and completing complex corporate transactions, as well as in depth knowledge of securities regulation acquired on secondment to the Ontario Securities Commission. Lisa works as PearTree’s in-house counsel overseeing all transactions lisa.davis@peartreefinserv.com 416-613-3848 x437 |
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Marilyn Anthony, Director, Philanthropic ServicesAs an accomplished major gift fundraiser, Marilyn has worked with leading organizations across Canada. In both consulting and management roles, she has strategized and delivered successful multi-million dollar campaigns and launched major gift programs. Marilyn has worked with leading executives, in their capacity as volunteers and philanthropists, providing gift strategies. In PearTree, Marilyn leads our Donor and Charity outreach. marilyn.anthony@peartreefinserv.com 416-613-3848 x432 |
Cynthia Cassey, Legal & Administrative Services
cynthia.cassey@peartreefinserv.com
416.613.3848 x436
Guy Naccarato, Manager, Client Relations
guy.naccarato@peartreefinserv.com
416.613.3848 x441