I have been named Executor for estates totalling over $15M. I have settled estates in Canada and the US which involved selling property, liquidating assets and dealing with financial/investment accounts on both sides of the border while managing beneficiaries in over 10 different countries. I have recently launched a business, Estate Consulting www.estateconsulting.ca and Executor Help www.executorhelp.ca to assist people named as Executor with the entire process of the estate administration. I have worked in the financial services industry including brokerage, fixed income sales and trading and investment counsel for over 30 years. I have an MBA in Finance and Real Estate from the University Of Michigan in Ann Arbor. Since I have handled complicated estates I understand the financial issues as well as the time consuming nature of estate administration and would like to assist Executors with this important task.
We want to make a positive difference in our clients' lives and we strive to do just that every day. With over 27 years experience as a financial advisor, I have seen the outcomes of good and bad advice and how they affect lives.
As a Certified Financial Planner, we take care of our clients' investment, tax, retirement, insurance and legacy needs. We also know that there is a lot more to people than just money and we act as their coach during life's transitions, which can be sad, happy or just difficult.