I can help you to:
- Plan a smooth and seamless wealth transfer
- Protect your family in case of incapacity
- Obtain neutral estate administration in cases of contested litigation for estates in dispute
- Address the complexities of being an estate Executor, or entrust the role to BMO Trust Company, and
- Resolve other complex estate challenges.
With many years of experience as a trust and estate planner and previously, as a lawyer, I bring deep expertise in helping affluent individuals and their families to transition their wealth to the people and causes they value most. I also help to simplify the challenges and complexities that can accompany significant family wealth.
Assisting clients in London, Windsor, Kitchener-Waterloo, Hamilton/Niagara, Kingston, Ottawa, Sudbury and Sault Ste. Marie, I am happy to meet with you at your home or farm, at your local BMO Private Wealth branch, or using video conference technology – it’s your choice.