Estate Planning

 

Presenter: Pina Melchionna, BA, LL.B, MBA, ICD.D - President & CEO, CITT

Air Date: December 1, 2021.

CMUs: This is a value-added webinar not on a supply chain logistics topic, and is not eligible for CMUs​. 

 

 

 


 

About the facilitator: 

Pina Melchionna, BA, LL.B, MBA, ICD.D - President & CEO, CITT

Pina has served as CITT's President and CEO since 2017. She has a Juris Doctorate Law Degree from Osgoode Hall Law School and a specialized Master of Business Administration in Financial Services from Dalhousie University. She completed the ICD-Rotman Directors Education Program and was awarded the ICD.D designation in 2015. Pina is a member in good standing of both the Ontario and Saskatchewan Bar Associations and is also a member of the Professional Financial Planning Council and the Society of Trust and Estate Practitioners. She also currently sits on the Board of Directors for the Royal Canadian Mint. 

Most recently, Pina was Executive Vice President at Concentra Bank where she led the operations of Concentra Trust, its wholly-owned subsidiary, and was responsible for the strategic delivery of trust and estate solutions as an integral part of wealth management. She was part of the executive leadership team providing oversight for wholesale banking, commercial lending and leasing strategies supporting the credit union market in Canada. Prior to her work at Concentra, Pina worked at several other national financial institutions and initially began her career as a lawyer in Ontario. 

Pina has several volunteer board positions, including director for St. Paul's Hospital in Saskatoon, the Saskatoon Community Foundation and The Learning Disabilities Association of Saskatchewan and is Chair of the Society of Tax and Estate Practitioners (STEP).

She is currently a professor of Transportation Law at CITT's academic partner, Centennial College, and a member of the Board of Directors for The Royal Canadian Mint, Raymond James, and Emmanuel Health.