Board Members
marielle-2016-webMarielle Brule (President): Our Board President Marielle is a Chartered Professional Accountant and a partner at White Kennedy where she provides accounting and tax services to small businesses and individuals. Originally from Princeton, she moved to Penticton from Williams Lake in 2000. Philanthropy has always been a part of Marielle’s life and while working with other charities she learned more about the supportive work of the Community Foundation and how its donors had used it as a platform for leaving a legacy for charities. Before becoming president, Marielle served as treasurer and helped with governance for the organization. She says the most rewarding part about her involvement with the Community Foundation is promoting and sharing the results of granting to local charities.
kim2010-webKim Lyster (Vice President): Kim provides consulting in the social service sector to support organizational capacity, service quality and evaluation. She has been executive director with two local charities and was a provincial senior management member advocating for people with developmental disabilities. Kim grew up in Armstrong and spent several years in Vancouver before moving to Penticton in 1996. As executive director of local charities, Kim had previously received grants from the Community Foundation and was aware of its beneficial work in the community. She was elected to the board in 2010 and currently serves as vice-president. Kim is chair of the Vital Signs and Youth Esteem Project and is passionate about supporting the Community Foundation in the areas of community capacity building and cultivating smart and caring communities.
JP Cropped for webJ.P. Kaumeyer (Treasurer): J.P. relocated to the Okanagan in 2010 after a 29 year career in the finance industry having a variety of roles in major companies in both Canada and Australia. He was introduced to the Foundation by a close friend and was impressed with its mandate supporting a wide range of local charities. Understanding the need of families to create legacy through a gift, donation or establishment of an endowment fund, J.P. recognizes the important role of the Foundation to facilitate this objective. As a member of the Investment Committee (and as the Foundation’s Treasurer) J.P.’s focus is on ensuring the current governance practices are consistent with the long-term strategic goals of the Foundation to meet the needs of the community. He is very honored to be able to contribute his experience and skills in support of this endeavor.
sue2016-webSusan Kelly (Past President): Susan served as president for the board of directors from 2012-2016. She is a retired Certified Financial Planner with more than 28 years of experience in the finance industry. Susan moved to the Okanagan in 1977 and believes in giving back to the community in which one lives. She became involved with the Community Foundation because donations made through the foundation last forever. Other boards Sue has been involved with include the Kaleden Parks and Recreation Commission, Kaleden’s Centennial Celebrations, OSNS Child Development Centre and the Glenfir School.
Patrick Bell: Pat has been practising law for the past 32 years and is a partner in the firm Bell, Jacoe & Company in Summerland. He moved to the South Okanagan in 1990 from Prince George.
Pat began with the Community Foundation as a volunteer member of the grants committee, representing Summerland. He became a board member in 2006. He is also a director with the Summerland Action Festival Association and has volunteered over the years with several other organizations. Pat is chairperson of the marketing and fund development committee and has provided legal advice and counsel to the Community Foundation board.
David Braumberger: David is a partner with BDO Canada LLP Chartered Accountants and has lived in the South Okanagan for over 25 years. Thankful for the good fortune to work, play and raise a family in this beautiful valley, David sees his involvement with the Community Foundation as an opportunity to support charitable giving and the citizens of the Okanagan.

David was drawn to the Community Foundation because of its mandate to support a diverse range of programs and social needs. As a member of the Board, an accountant, father and grandfather, David’s focus is on fiscal responsibility; balancing the needs of today while building the future.
bruce-2016-webBruce Hallquist: Bruce is a retired businessman, having lived in Summerland all his life. During that time he has given back to the community in many ways, including 39 years as a volunteer fireman, over 20 years on city council and more recently spent 11 years as part of the Summerland Charity Shop Society raising funds for the youth of our community and the South Okanagan, through the operation of the 2 Penny Lane retail stores. He was awarded the British Columbia Community Achievement Award in 2006 for his service to the community. Bruce is on the Board of the Community Foundation, because he sees it as a way to continue giving back to the communities of the South Okanagan.
Tom Kampman: Tom has been a lawyer since 1987 and has been a resident of the South Okanagan since 1993. As a lawyer in Penticton Tom had some knowledge about the Community Foundation because some of his clients wanted to name the Foundation as a beneficiary in their estate plans. After learning more about the organization, he realized the benefits and advantages for the community in having an effective organization working towards the benefit of those living in the area. Tom’s area of interest is in following the growth of the Community Foundation’s Smart & Caring Communities initiative and watching communities throughout the South Okanagan and Similkameen get involved with the Foundation.
Matt cropped for webMatt Kenyon: Matt is the General Manager and Partner at Greyback Construction a family run, full service general contracting company that works on projects throughout the Okanagan Valley and British Columbia Interior. Matt grew up working for the company and is the fourth generation to manage the business. Having been born and raised in Penticton, he loves the lifestyle that this beautiful region offers and supports the philosophy of leaving a lasting legacy for our community. In the past, he spent six years with the Skaha Rotary Club and continues to donate both time and monetary support to various local educational and social causes, sports teams and community events. Matt is proud to be a part of the Community Foundation and enjoys being involved in achieving community goals.
Graham Lyle: Graham is currently branch manager and division director with Investors Group Financial Services and has been with the company for the past four-and-a-half years. Graham grew up in Summerland after his family moved to the town when he was three years old. He got involved with the Community Foundation of the South Okanagan Similkameen when he was approached by former board member Chris Hawkins. Graham felt it was a good opportunity to do his part by giving something back to a good cause. His primary focus area is working on the Foundation’s annual comedy festival, and he also sits on the investment committee.
Robin cropped for webRobin Robertson: Robin relocated from Calgary, in 2007, to work as Operations Director for a local non-profit organization. As President of RCR Consulting Inc. since 1990, she provides consulting in organization effectiveness specializing in organization design, strategy, culture and executive/board development.
Robin’s love of the arts has motivated her to become involved in several organizations supporting art education, public art and healthy communities. A lifelong volunteer, she became fascinated with the unique work of foundations during a contract with a family foundation in Calgary and is honoured to be a member of the Community Foundation board serving on the policy and bursary committees.
Aaron McRann
Executive Director

Aaron joined the CFSOS as its Executive Director in November 2009. He came to Penticton in 2002 from Kamloops, where he worked in senior management at a security firm. Since moving to Penticton, Aaron has worked at the Penticton Chamber of Commerce, utilizing his managerial, human resources, and technology skills to their fullest. Aaron has been a very active community member since 2002 and is married with two children.
Sarah Trudeau
Manager of Grants and Community Initiatives

Sarah joined the CFSOS as Regional Development Coordinator in January 2013. After three years in the position, Sarah moved into the managing the Foundation’s Grants program, Communications, Community programs and overseeing the 100 Women Who Care South Okanagan initiative. Sarah has a degree in Journalism and several years of experience working in the non-profit sector.
Kelly Helfrich
Office Administrator

Kelly joined the CFSOS in May 2012 as Office Administrator. Kelly is responsible for day-to-day administration and works hard to ensure that the Foundation is effectively supporting its donors and its programs. Kelly has lived in Penticton since 1987 and enjoys many close connections throughout the community.
Kim English
Regional Development Officer

Kim joined the CFSOS as the Neighbourhood Small Grants Coordinator in June 2016 and moved into the Regional Development Officer role in January 2017. Kim will be working throughout the region to discover how the Community Foundation can better serve every citizen living within the boundaries of the RDOS. Kim has called the Similkameen Valley home for nine years and has several years of experience working and volunteering in the non-profit sector throughout the RDOS and provincially.