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Professional Perspective on Leaving a Will

Michael Hanton is a Wills & Estates lawyer at HGR Graham Partners LLP – one of the largest law firms in Simcoe County, with offices in Midland, Penetanguishene, Barrie, Orillia, and Elmvale. We asked Michael about what it means to create a last will and testament.

What is a planned or legacy gift?
A “planned gift”, also known as a “legacy gift”, is a donation that is left to a charity or non-profit organization in the Last Will and Testament of a donor. These types of gifts can take many forms, but often take the form of a specific monetary amount or a specific proportion of an Estate. Donors can also choose to designate their preferred organization as a beneficiary of their life insurance policy.

Why is leaving a charitable bequest important?We are only given a short amount of time in our lives to have our voices heard and make an impact on what is important us. Legacy giving to a charity is a great way to extend that time. By donating to a charity through a Will, you can leave a lasting legacy that can continue to benefit others long after you’ve passed away.

What are the benefits of a charitable bequest to my family and I?
With the seemingly ever-climbing costs of living, donating to charities is not always a feasible option during our lifetimes. Legacy giving provides a great opportunity to financially support causes that are important to us, regardless of our financial situation.

In addition to providing financial support to those charities that are near and dear to us, legacy giving also creates the potential for significant tax savings in an Estate, which could, in turn, result in a larger inheritance for the remaining beneficiaries. We often work closely with accountants knowledgeable in the field of tax planning for Trusts and Estates when determining the specific tax advantages of legacy giving.

 

Michael Hanton
Wills & Estates lawyer
HGR Graham Partners LLP

 

 

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What impact can a legacy gift have at GBGH?

GBGH has some incredible growth and development planned for the future, with a new mental health program coming in a few years, and the potential for a new hospital in the next 20 years. A legacy gift – planned today – will help to make these transformational projects a reality for generations to come.

If you would like more information or have questions, we’d be delighted to speak with you about your considerations for including the Georgian Bay General Hospital Foundation in your will. Please contact to Jesse Dees at 705-526-1300 ext. 5338 or deesj@gbgh.on.ca, or visit the Legacy Giving page.

Colin Aubrey

Colin Aubrey, Director

Colin Aubrey is a Portfolio Manager at Connor, Clark & Lunn Investment Management, responsible for institutional client service. Through this role, he has overseen several initiatives related to corporate social responsibility, improving workplace culture, as well as equity, diversity, and inclusion.

He participates on the Board of Directors for the CC&L Foundation and oversees sponsorships and strategic partnerships for CAMH Engage (the young professional’s Board, in support of the CAMH Foundation).

Colin holds a Bachelor of Commerce in Management, Economics, and Finance from the University of Guelph and is a CFA charter holder.

He has a passion for contributing to and improving the community in which he lives.

Adele Newton

Adele Newton, Director

Adele has been an active community member throughout her career – as a board member of organizations including Planned Parenthood of Kitchener-Waterloo in the 1980’s and, more recently, serving on the board of the Kitchener-Waterloo Symphony and the Waterloo Region Chapter of Women in Communications and Technology. She co-founded LAUNCH Waterloo and produced Waterloo Mayor Dave Jaworsky’s Girls in STEAM event in 2018 – both projects to ensure that young people, and especially girls, engage in STEAM (Science, Technology, Engineering, Arts and Mathematics) activities.

Adele has a wealth of non-profit board experience, a passion for community outreach and an extensive track record of project and event management and production.

Adele currently works as a freelance writer and is developing a cookbook that will highlight the food and women of her family’s home province of Basilicata in southern Italy.

Danny Davis

Danny Davies, Director

Danny Davies has enjoyed a career which allowed him to operate in three countries, across a range of industries, in Consulting, HR and Executive roles. His most recent being the Chief People Officer for AVIVA where he retired from in 2023. His passion is for people to make a difference by being themselves and he believes all leadership roles have the privilege of making this happen. He’s been fortunate to have roles which have allowed him to do the things he cares deeply about; leadership, inclusion and leading major change.

Danny is a previous World & European Bridge Champion.  He lives in Tiny with his family: Helen, Dylan and Menna (and Scout).  

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John Bai

John Bai, CPA, CFA, ICD.D – Director

John is an accomplished financial services executive and experienced board member with deep knowledge of complex financial issues, executing transformational initiatives, navigating board and audit committees and accountability for performance of a significant business with responsibility for delivering strategic and operational excellence.

John is currently the Chief Financial Officer and Chief Risk Officer of Aviso Wealth Inc.  Previously, John held progressive leadership roles at RBC, most recently including Chief Financial Officer and Chief Transformation Officer at City National Bank in the United States.  John served on several non-profit boards and currently serves as the Treasurer of a California-based non-profit organization, EnCorps, which promotes STEM education in lower-income areas.

John believes that making a difference in his community is very important, and volunteering and serving on not-for-profits focused on education is central to his belief that education enables people to achieve their full potential.

John has been a seasonal resident of Penetanguishene for more than a decade. 

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Mary Harvey, Director

Mary Harvey currently resides in Cedar Point, Ontario within her home community of Beausoleil First Nation.   Mary was born in Midland and lived on Christian Island for a time before relocating to Ravenna, Ontario where she eventually met her husband and started a family.   In 1988, Mary returned home to chimnissing with her husband and three children where throughout the years she pursued her entrepreneurial endeavors in hospitality and restaurant management, catering, and retail.   In 2016 Mary was nominated for female entrepreneur of the year with the Meridian Woman of Excellence Awards.

Mary is a proud member of Beausoleil First Nation and strives to represent her community well. In doing so she is currently a member of the board for Anishinabek Police service for chimnissing.   She is also an active volunteer for Crimestoppers of Simcoe Muskoka.

In her spare time, Mary enjoys baking and is known for her fantastic meat pies.  She can often be found spending time with her family and enjoying the company of her grandchildren.

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John Walker , Director

John grew up in the Midland area, attending Port McNicoll Public School and Midland Secondary School before pursuing his post-secondary education.  John obtained his law degree in 2006 and joined the law firm of Hacker Gignac Rice in 2007. John focuses his legal practice in the areas of corporate/commercial law and commercial real estate and is the current managing partner of HGR Graham Partners LLP.

John is a past President of the Southern Georgian Bay Chamber of Commerce and has served on the Board of Directors for the YMCA of Simcoe / Muskoka. He enjoys coaching his son’s minor hockey league team and is an avid boater, golfer, and weekend warrior hockey player.

Joe Rooney, Chair

Joe Rooney joined Langdon Equity Partners in 2024. He has over 20 years of experience in the investment industry including ten years at Burgundy Asset Management where he was part of the management team and responsible for leading the Canadian Private Client Group and the U.S Institutional Client Group.

Joe graduated from Wilfrid Laurier University with a Bachelor of Arts degree (Economics) in 2002 and received his Master of Finance from the Rotman School of Management in 2010. He was awarded the Chartered Financial Analyst designation in 2005. Additionally, Joe completed the Investment Management Workshop at Harvard Business School, the Artificial Intelligence:  Implications for Business Strategy Executive Program at MIT Sloan School of Management, and the Value Investing Course at the Columbia Business School.

In addition, Joe has over 15 years of experience helping non-profits manage their investment portfolios. He is the former chair and current member of the Investment Oversight Committee for Wilfrid Laurier University which oversees investment decisions on behalf of the school’s Pension Plan and Endowment.

Joe is a member of the Board of Governors of Wilfrid Laurier University and a member of the President’s Council for the St. Michael’s Foundation. He is also a member of the CFA Institute and the Toronto CFA Society.

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Jenna Dafoe, Vice-Chair

Jenna grew up in a small town in Southwestern Ontario and then moved around throughout the province while pursuing her education.  Jenna has lived in North Simcoe for 6 years and intends to remain in this community for many, many years.  Jenna has an Honour’s Bachelor of Arts Degree in Political Science, studied at the Master’s level in Political Science, and obtained two Juris Doctor Degrees in Canada and the United States.

Jenna has been involved in many volunteer capacities throughout her life and many fundraising initiatives to benefit community organizations and incredibly important causes.  Jenna has been practicing criminal law in the Province of Ontario since 2015 and will be returning to her home office in Simcoe County in 2022.

Jenna has a passion for access to justice and access to healthcare, particularly for the most vulnerable members of our community.  Jenna has followed the work of the Foundation for some time and has been very impressed with the community activism and the funds raised to purchase critical hospital equipment that enables community members to obtain the same quality of care as they would in a larger city.  Jenna is eager to assist in the overarching goals of the Foundation and to hopefully contribute to the positive impact the Foundation has in our community.

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Jeff Holloway, Director

Jeff works at RBC Dominion Securities in Midland and joined RBC Wealth Management in 2014. In his current role, Jeff provides wealth management solutions to business owners, executives, professionals, and retirees.

Prior to working at RBC, Jeff was a partner at a leadership consulting firm and was a vice president at a Fortune 500 consulting company. After qualifying as a Chartered Accountant (CPA, CA) while working for a multinational audit, tax, and consulting firm, he was the Controller at the National Hockey League Players’ Association.

Jeff was born in Kitchener-Waterloo and spent most of his childhood living in Owen Sound.  He moved to the Midland area full-time in 2019. He graduated from the University of Waterloo with an Honors degree in Mathematics (Computer Science). Jeff also holds the Certified Financial Planner (CFP) designation and the Chartered Investment Manager (CIM) designation.

Jeff is very supportive of many worthwhile causes in our local community. Currently, he is the Treasurer for the Quest Art School and Gallery in Midland.

Glenn Keenan

Glenn Keenan, Director

Glenn Keenan is a longtime resident of Toronto and a lifetime cottager in Tiny Township. He is the father of two teenage sons, both born at Georgian Bay General Hospital.

Glenn is a Professional Engineer and holds a BASc in Mechanical Engineering from the University of Toronto. He also has an MBA in Entrepreneurial Studies from Schulich Business School, York University. 

He is currently the Vice President of Marketing for Toromont Cat, a division of Toromont Industries (Concord), where he has had a 35-year career.  Glenn has strong financial acumen including managing a P&L, Balance Sheet, and Capital Budgets. He is skilled in strategic planning, business & people development, supplier & partner development, and management, and has change management training and experience. 

Glenn is an active member of several dealer councils, including currently Global Marketing and Sales Excellence Council.  He was active in the United Way of York Region, United Way of Peel Region, and is currently a voting member of the United Way of Toronto/York/Peel region. 

Part of a true Georgian Bay family, Glenn enjoys boating, fishing, golfing, snowmobiling, and skiing, among other sports.

Jen Johnson

Dr. Jennifer Johnson, Director

Jennifer Johnson earned her undergraduate degree in electrical engineering from Queen’s University and then went on to obtain her medical degree from McMaster University. Her post-graduate studies in Family Medicine were completed at the University of Calgary where she obtained her Certification in Family Practice (CCFP).  In addition to caring for her family practice, Jennifer has assisted in the operating room (when on call) and treated inpatients at the Georgian Bay General Hospital (GBGH) in Midland for the past 27 years. She also worked regular ER shifts at GBGH up until 2018.  

Jennifer’s interest in primary care clinical research led her to enroll in the Master of Clinical Science program in family medicine as a part-time student at Western University in 2015. She completed this Master’s degree in 2020. Her ongoing research is inspired not only by the challenges patients face in obtaining healthcare, but also by the challenges healthcare providers face in delivering it. She is interested in all healthcare systems including hospitals and is motivated to help understand, support, and improve these important services. 

In her spare time, Jennifer enjoys kayaking, cycling, skiing, and time with her husband, three children, and two dogs.   

David Wattling

Dave Wattling, GBGH Board Appointee

Dave Wattling is a long-time entrepreneur. He has built several consulting and technology businesses over the past 30 years, all focused on supporting healthcare, whether in Canada, the UK or the US. In 2011 he joined TELUS when his firm was acquired. After seven years he retired from corporate life and returned to his consulting roots helping owners to plan, structure, grow—organically and inorganically—and, if they wish, sell their businesses.

Dave is passionate about governance and presently sits on the Newmarket-Tay Power board as well as two private sector for-profit boards. He is equally passionate about volunteering in service to his local community. To that end, he chaired the Southlake Regional Health Centre Foundation board and sat on the Health Centre board from 2017 to 2021.

Dave was elected to the Georgian Bay General Hospital board in June of 2022, and cross-appointed to the GBGH Foundation board at that time.

Dave holds the ICD Certified Director and Certified Management Consultant (gold medalist) designations. In 2012, he was honoured to receive both the Queen Elizabeth II Diamond Jubilee Medal, which recognizes significant contributions and achievements by Canadians, and ITAC Health’s inaugural Lifetime Achievement Award. In 2017, he was awarded the 150th Anniversary of the Confederation of Canada Medal for volunteer service to his community. In 2021 he received an Ontario Volunteer Service Award for his work with Southlake.

Dave is in transition to his retirement home in Port McNicoll, a process he expects to take a couple of years. He is an avid traveler and motorcyclist, and soon-to-be boater!

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Katie Houston, Past-Chair

Katie Houston is a sessional lecturer and PhD Candidate in the Faculty of Kinesiology and Physical Education at the University of Toronto. Passionate about equity, engaging local communities, social change and advocacy work, her research interests include the use of sport as a tool for social impact and international development. Focused on connecting people and pushing them to think more deeply about their responsibility to their community, Katie comes to the board with substantial fundraising and community organizing experience having previously worked in private sector fundraising for the UN Refugee Agency and Rugby Canada.

Born at Georgian Bay General Hospital, Katie’s connection to the both the local and seasonal community runs deep. A life-long cottage resident, Katie splits her time between Toronto and Thunder Beach – though her heart remains firmly on the shores of Georgian Bay regardless of where she is. Her connection to these communities, most especially Thunder Beach and Cedar Ridge, will allow for her place on the board to bring about new connections, placing the needs of the hospital at the centre of these conversations. 

Happiest outside or on the water, Katie is most often found enjoying Georgian Bay by boat with her husband Max, daughter Blake and their corgi puppy, Bash, or exploring new hiking and biking trails through Simcoe County Forest and Awenda Provincial Park.