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.