The staff at ADVISORS with Purpose is a group of competant and dedicated people who have felt the call of God to use their collective talents to serve His Kingdom. To help you see the people you are working with, here is is a little bit about us.
Lorne provides overall leadership and vision for the work of ADVISORS with Purpose. After 25 years in the financial services business he sold his company and left the “for profit” world in 2002 to create the Canadian National Christian Foundation (CNCF) as a federally incorporated public foundation to serve donors in Canada wanting to give more efficiently and with more flexibility.
Lorne donates his time to the Foundation and that has led him to working with Christian financial advisors and charity leaders in funding God’s work across Canada and around the world. He is spending much of his time these days travelling and speaking at ministry and church events, helping raise the awareness of methods and options for giving from our estates while reducing our taxes.
With a passion for giving and overall stewardship Lorne has written a book on the subject of Stewardship. In his book he points out that stewardship is an often misunderstood and misrepresented word. His book entitled, “After the Faith Decision… all else is stewardship” reminds readers that stewardship is not just about money or fundraising but is all of life as we live for our Lord.
He also enjoys mentoring numerous business and professional men as well as donating his time to his local church.
Lorne also enjoys tennis, travelling and sharing time with his wife Doris of over 45 years and their two married children and four grandchildren.
Tanya joined the AWP team to bring leadership, creativity, and management to the areas of communication and marketing. She is an experienced and versatile professional with over 20 years of experience in both the corporate and not for profit sectors. Having developed and operated her own project and event management company, Tanya has become quite adept at leading and supporting team members to achieve objectives and maintain harmony and now carries that into all of our partnerships.
Her experience with and understanding of both Christian and secular environments allows her to ensure the voice of CNCF is approachable, relevant and meaningful. She is fluently bilingual and appreciates the diversity of our communities.
Tanya and her husband Chris live outside of Ottawa. She loves camping, travelling, cooking and music, and is always willing to try a new adventure.
Lorraine joined the team at ADVISORS with Purpose in 2014, bringing 30+ years’ experience in the financial and general insurance industries. Over those years she has worked in roles of Financial Advisor, Estate Planner, Personal Financial Planner, Personal Banker and Insurance Underwriter. Lorraine holds designations of Personal Financial Planner (PFP); Fellow of Canadian Securities Institute (FCSI) and Certified Kingdom Advisor (CKA). Lorraine is a member of the Canadian Association of Gift Planners.
Lorraine is active in her local church, where she serves as trustee, financial secretary and in children’s ministries. She enjoys teaching and encouraging individuals and families in the areas of biblical financial stewardship.
Lorraine and her husband Timothy live on the west coast of Vancouver Island. They enjoy time with family and Lorraine especially loves to spend time with her four grandchildren.
After several years working in Quality Assurance and Management, Bold made a career change to embrace his passion for finances. Bold has worked in the role of Financial Advisor at a major financial institution. He established his own practice with the ambition to make a lasting difference in people’s lives using a holistic and life-centred approach to financial advice and wealth management.
Bold has a bachelor's degree in Applied Science from University Laval in Quebec City and a Certificate in Financial Services. He holds designations of PFP (Personal Financial Planner); CFDS (Chartered Financial Divorce Specialist), and CKA (Certified Kingdom Advisor). He is currently working on obtaining his CIWM (Certified International Wealth Manager) designation.
Bold serves as a teacher and speaker on subjects related to faith and finances at conferences, business people gatherings, churches, and seminars for diplomats. In 2019, Bold was Second Runner-up winner of the Canada Financial Planning Awards competition.
Bold is a garage league soccer player and an occasional tennis player.
Chantel is an Estate Advisor with AwP. She is a CPA, CGA and has her BA in Business Administration & a B.Sc in Chemistry. Chantel also holds a life license in BC. Her experience includes tax, estate planning and financial planning for small business owners in particular, but also for individuals. Chantel lives in Vancouver, BC and enjoys the various outdoor walks in the area, board games with friends, and reading good books. She also plays the piano as part of her church’s worship team and helps lead youth group.
Cindy has been involved in the financial industry as an advisor dealing with investments and insurance for almost 20 years. Cindy holds the Certified Financial Planner (CFP) designation and the Elder Planning Counselor (EPC) designation.
Cindy has a comprehensive understanding of the agricultural industry as she grew up on a dairy farm and attended Kemptville College in the Agriculture Diploma Program. Cindy and her husband Bill are partners on a 1000 acre cash crop farm near Ottawa,Ontario. Cindy manages the bookkeeping and administrative responsibilities of the farm.
Over the years Cindy has been actively involved in her church and Christian school, serving on many committees and boards, often in bookkeeping and Treasurer areas. Another passion of Cindy's has been serving on the board of Camp Adonai, a Christian camp for area churches. Cindy has been on the camp board for over 10 years, serving as chairperson for 6 of those years. Cindy also enjoys volunteering at the camp each summer in the kitchen, coordinating the food supplies and cooking for 100+ campers and staff with the help of four wonderful ladies.
Cindy and Bill have 4 adult children and 3 young grandchildren. Cindy enjoys gardening, golfing, reading and spending time with family and friends.
Effie is an estate advisor, money coach and tax preparer. Using her knowledge gained from her own life's experiences and research from various sources, she is committed to helping others to be literated about their personal financial matters.
Effie holds an M.B.A. degree from Stuart School of Business (Illinois Institute of Technology). She also holds an M.Sc. and a B.Sc. in Civil Engineering from University of California Los Angeles. Her paid and volunteering experiences in a few countries include banking, teaching, business, and engineering.
Effie enjoys life with her family in North Vancouver.
Bill joined ADVISORS with Purpose in 2019 as an Estate Advisor. Bill graduated from Mount Allison University in 1977. Bill received his Chartered Professional Accountant (CPA), Chartered Accountant (CA) designation in 1979. Bill and his wife Janice moved to Peace River, Alberta in 1982, where Bill practiced public accounting with a national accounting firm until his retirement in 2018. During Bill's time in public practice, he developed a wide range of experience in assurance, tax, estate planning and general consulting.
Bill has been actively involved in his community, serving in several areas including a community foundation; and board member and treasurer at his local church. Bill enjoys sports and has been an organizer, coach and referee in a number of sports over the years.
Bill and Janice recently moved back to New Brunswick, closer to family. They have four children as well as four grandchildren.
Tanya has worked in administrative roles for the past 20 years in the trucking industry, printing industry, financial services, earning her Branch Manager’s license in mutual funds. She took a break professionally to raise and teach her 3 children, but continued using her skills in their local church and homeschool organizations. In 2012, Tanya felt called back into service in a part time capacity with CNCF/AWP, allowing her to continue to teach, volunteer, and now manage the admin of her husband’s company.
Tanya provides the first connection with donors looking to create a biblically based estate plan and provides admin assistance to the estate specialists.
She has been married to Mark for 22 years and together they enjoy the summer months in Ontario camping with family and friends – winter is tolerated with skating and skiing. In addition to raising and homeschooling their children, Mark and Tanya foster a special needs adult. In her spare time, Tanya is an avid knitter.
Tanya was born in Ajax, Ontario and has since lived in every province west of Ontario. She has worked in a wide variety of fields as a surveyor assistant in pipeline construction, a painter, a letter carrier/postal worker, and a customer service cashier – and is also certified as an Internet/Network Administrator.
Tanya and her family moved Port Alberni, BC in 2007 and she has served in her church in numerous capacities teaching Sunday school, as Audio/Visual Ministry Lead Sound Technician, and volunteer Event Coordinator until she became Church Administrator in October 2012.
Tanya joined the ADVISORS with Purpose team in January 2015. Tanya loves spending time with her husband Shaun and their two daughters. She continues volunteering as Lead A/V Sound Tech, and enjoys reading, studying the Bible, knitting, boating, hiking, listening to music, traveling, and working with her brothers and sisters in Christ to the Glory of God.