Complete, compassionate and experienced advice

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.

Contact me today.