Jason Desaulniers, CFP, CLU, CIM, CHS
2027 Banff School Chair

Jason has been attending Banff School since 2016, and was honoured to be invited to join the Committee as Sponsorship Chair for 2023’s Banff School. He has been an Advocis member since 2000, and has served as President of Advocis Edmonton’s Board, in addition to other roles there over the years.

Jason owns and operates Excalibur Executive Planning Inc and BP Group Solutions; and in his spare time can often be found running the trails, climbing mountains or competing in endurance races wherever they may be found.

Scott Grant, CLU, QAFP, EPC
Past Chair

Scott Grant has been in the industry for 25 years with Ridge Planning Group Inc. and has benefited and grown from his attendance at the Banff School.

He has enjoyed volunteering at the Banff School each year and particularly this year in his role as School Chair. Scott is a Qualifying and Life Member of MDRT.

David Lord , CPA, CMA, CFP
Treasurer

David Lord is a CPA, CMA, CFP whose practice Red Seal Financial Ltd. is run in partnership with Dawn Vader, CFP. After attending the Advocis Banff School as a delegate for 5 years, David was recruited to the organizing committee in 2018 as the Chair of Marketing. In 2021 he took on a Board role as the Treasurer. David believes in giving back and is also an active volunteer for Junior Achievement where he delivers financial literacy education to school-aged children in the public school system.

For more information on Dave, please see his full bio here.

Company website click here.

LinkedIn page click here.

Tami Romanchuk, CFP, CLU
Program & Faculty Chair

Tami has built her career in financial services since 2003 and has proudly called Advocis Banff School part of her professional home since first attending in 2008. Over nearly two decades, she has served in numerous volunteer leadership roles, including School Chair, Past Chair, Faculty/Program Chair, Sponsorship Chair and Marketing Chair.

Tami is an Insurance Specialist with Excalibur Executive Planning and co-author of Succession Planning for Insurance Professionals. Passionate about financial preparedness, succession and giving back, she believes the true magic of Banff School is found in the exceptional education, lifelong friendships, mentorship and industry connections that continue long after the week in Banff ends.

Annal Prakash
Sponsorship Chair

I stumbled into the insurance world over 20 years ago after overhearing a conversation that sparked my curiosity about finance—and I’ve never looked back. What’s kept me here are the stories: those that show how powerful protection can be, and those that remind me what it means when it’s not there.

Starting as an advisor and later spending a decade as the Disability Insurance wholesaler at RBC Insurance, I’ve seen just how much advisors can impact the trajectory of a family’s life. Now, as Director of Business Development for Southern Alberta at PPI, my goal is simple: to be the partner advisors didn’t know they needed—elevating their practice, partnering with them to move their business forward, and supporting their continued growth.

Melanie Galka
Registration Chair

Annal joined the insurance industry in 2013 and has been working as Business Development Executive for MGA’s since entering the industry. He works with Financial advisors to help grow/maintain their business with a focus on Compliance and also has a strong focus on growing the MGA business in Northern Alberta.

Annal volunteers for both the local Advocis chapter in Edmonton and volunteers for the Advocis Banff School chapter as Sponsor Chair. In his free time, he love’s spending time with his family, playing sports and watching the Edmonton Oilers. He loves personal growth and development which is why he attends Banff School every year.

Dominique Plettell, PFA
Technology Chair

Dom first attended the Banff School in 2018 with his Father Donald Plettell who was a past Chair for Banff School.

He has been in the business for 10 years, and as the new Technology Chair, Dom plans to utilize his past experience working sound and light boards with rock bands. He also volunteers with the Advocis Calgary Chapter as the director of the Lethbridge area. Having recently taken over his father’s business, Dom aspires to provide the same level of expertise that his father Donald did for many years in the past.

Outside of the office, Dom spends his free time enjoying nature, and his passion for music.

Koren Scott
School Administrator

Koren Scott brings over 20 years of experience providing executive support, governance leadership, and professional communications across corporate, government, and agency environments. As a trusted advisor and behind-the-scenes organizer, she is known for her ingenuity, calm efficiency, and commitment to seamless operations. She enjoys contributing to meaningful work that brings people together and creates lasting impact.

Koren is passionate about maintaining the Banff School’s tradition of excellence through strong administration, clear communication, and an unwavering focus on collaboration and professionalism.

Advocis Banff School

2027 Executive Team