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Profile


Yvonne Chenier prefers to work for clients in the philanthropic and aboriginal sectors, acting as general legal counsel and advising on planning, organizational, regulatory and governance matters.  In the past 25 years she has built a private law practice and worked as a financial consultant and advisor to high net worth, aboriginal and not-for profit clients.  She has also lent her expertise to a small privately owned trust company and a large Canadian financial institution.  

Yvonne Chenier has served as a trustee, board member or founder of numerous organizations.    She is actively involved in her professional associations and speaks frequently to various groups on topics ranging from legal to financial matters. 

Yvonne can be reached by email or by phone at 403.536.7442.

Education

MBA                      Dalhousie University                      2003 

LL. B.                    University of Ottawa                      1981

B.A.                      Carleton University                         1978

Other Professional Achievements

TEP                         Society of Trust and Estate Practitioners

STI                          Specialist, Trust Institute

CFP                        Certified Financial Planner

Current Not-For-Profit Directorships and Memberships

American Friends of the University of Calgary, Inc.  -  Director and Trustee

Canadian Bar Association, Charities Section            - Alberta and National Executive

Canadian Bar Association, Aboriginal Law Section   - Alberta and National Executive

CN FutureLinks Girls' Club                                        - Volunteer Site Director

Father Lacombe Care Centre Foundation                - Trustee

Girl Guides of Canada - Ranger Guider, Adult Outdoor Leader and Safe Guide Assessor, Alberta Provincial Council, Team Lead Scholarships for Canada

Pro Bono Law Alberta                                                - Volunteer Lawyer

Past Not-For-Profit Memberships and Directorships

Aids Ca1gary                                                   - Board Member

Alberta Future of Work Secretariat                  - Task force Member

Alberta Theatre Projects Society                      - President

Alberta Vocational College, Business Careers - Advisory Group Member

Association of Women Lawyers                       - Member

Business and Professional Women's Club       - Member

Calgary Association of Women & the Law       - Chairperson

Calgary Bar Association                                   - Member

Calgary Chamber of Commerce                       - Committee Chair

Canadian Association of Disabled Skiers         - Member

Canadian Association of Financial Planners    - Member

Canadian Association of Gift Planners            - VP Calgary Round Table (Allied Professional)

Cerebral Palsy Association                             - Member

Estate Planning Council of Calgary                - Member

Financial Planners Association                       - Member

Leave a Legacy Calgary                                 - Steering Committee

McKenzie Lake Community Association          - Secretary and Director

McKenzie Lake Residents' Association           - Secretary and Director

Successful Women Conferences                    - Founder and Speaker

Sunnyside Condominium Corporation            - President

Women Inventors Network Society of Alberta - Founder

                                

Publications and Presentations

Investment Powers - A comparison of Jurisdictions for Charitable Organizations, Canadian Bar Association Canadian Legal Conference (Niagara Falls On, August 2010)

Fiduciary Duties, Aboriginal Trust and Investment Workshop (Kelowna B.C., May 2010)

Estate Planning and the Business of Family Philanthropy, Estates, Trusts and Pensions Journal (2009) 28 E.T.P.J., 317

Reclamation Trusts, Aboriginal Trust and Investment Workshop (Edmonton Ab, May 2009)

The Family Business of Philanthropy, Canadian Association of Gift Planners Conference (Niagara Falls On, April 2009)

Charitable Gift Planning 101, Canadian Association of Gift Planners Seminar (Calgary Ab, April 2009)

Private Foundations, Society of Trust and Estate Practitioners (Edmonton Ab, June 2008)

Private Foundations, Canadian Association of Gift Planners Conference (Vancouver B.C., April 2008)

Planned Giving 101, Blackbaud's 2008 Conference For Nonprofits (Montreal PQ, April 2008)

What Investment Powers Does a Charity Really Have? Blackbaud's Conference for Nonprofits   (Charleston SC, November 2007)

Financial Mentors, The Lawyers Weekly (November, 2007)

Personal Finances Discovering our Core Values, Association of Women Lawyers Newsletter (Winter 2006)

Pros & Cons of Trust Companies, Estate planning seminar series, Richardson Partners Financial Limited (Calgary Ab, November 2006)

Alberta Charitable Fundraising Act, Charity Talk newsletter (October 2006)

What Price, Advice?, The Canadian Centre for Elder Law Studies Canadian Conference On Elder Law (Vancouver, B. C., October 2006)

A new instrument for the regulation of solicitations: the Alberta Charitable Fundraising Act, Charity Law Newsletter (Fall 2006)

Trust Companies: Pros and Cons of Trust, Leave A LegacyT Seminar Series (Calgary Ab, May 2006)

Donor's rights and remedies, Fourth National Symposium on Charity Law (Toronto On, May 2006)

The Marketing of Financial Services to the Elderly - What we need to know to protect our clients?  Planning for Later Life, Part II: Legal, Financial, and Marketing Solutions Canadian Bar Association Continuing Legal Education (Ottawa On, March 2006)

Protecting the Elder Client, Step Inside, Newsletter of the Society of Trust and Estate Planners (Canada) (Spring 2006)

Wise and Wealthy Women panel, Financial Forum-Educating Today's Investors (Calgary, Ab November 2005)

Estate Planning and Charitable Giving, Money talk (Calgary Ab, November 2005)

Aging and the Role of Trust in our Society, The Canadian Centre for Elder Law Studies Canadian Conference On Elder Law (Vancouver, B. C., October, 2005)

Life Planning - Are we there Yet? Association of Women Lawyers Newsletter (Fall 2005)

Building Philanthropy into your Client's Plan, The Calgary Foundation's Focus on Philanthropy Newsletter (June 2005)

Financial Planning for Non- Financial Planners, Planning for Later Life; Legal, Financial & Social Challenges, Canadian Bar Association Continuing Legal Education (Toronto On, May 2005)

Your personal makeover plan - It's a matter of Life and Death, Kerby News (September 2004)

Non-profit for profit, Canadian Bar Association Canadian Legal Conference (Winnipeg Mb, August 2004)

We Are Waiting For Someone To Ask Us, Canadian Association of Gift Planners Conference (Toronto, On, April 2004)

The Great Philanthropy Trading Game, Canadian Association of Gift Planners (Calgary Ab, Feb 2004)

My top 10 reasons why I love philanthropy, Focus on Philanthropy, The Calgary Foundation (Calgary Ab, November 2003)

Charitable Remainder Trust - What Is It?, Leave A Legacy Workshop (Calgary Ab, May 2003)