I attained my life licence in 1994 and I have my CFP, CHS and CEA designations. I work mostly with High Net Worth Clients and I have a large Segregated Fund Block of Clients. I also have a large Group Benefit block of business. I am involved in many charities and very involved with minor hockey.
Our firm is the only law office in Newfoundland and Labrador that focuses exclusively on wills, estates, and related matters. We do estate planning, estate administration, executor assistance, and mediation of estate -related disputes.
We offer a completely innovative approach to legal services. We have banned the billable hour system entirely and use flat fees for services. We don't charge for postage, copy paper, faxes, etc. We return all calls within a day and have wills signed within a week. We do weekly seminars for the public in-house and offer a variety of how-to brochures and online courses.
I was first called to the bar in Alberta 30 years ago, and am now practicing in my home province of Newfoundland and Labrador.
I am the author of 9 books about estate planning and administration, and one about the history and development of wills. I have had numerous articles published in magazines and newspapers. I have been interviewed on estate-related topics on BNN, CPAC, Global TV, City TV, CBC Radio, VOCM Radio, the Wall Street Journal, the Globe and Mail, the National Post, the Vancouver Province, the Edmonton Journal, the Toronto Star, the Montreal Gazette, Maclean's Magazine, Advisor's Edge Magazine, Canadian Lawyer Magazine, Lawyers' Weekly Magazine, Caregiver Solutions Magazine, Mompreneur Magazine, Today's Parent Magazine, Cottage Magazine, FinancialPipeline.ca, AdvocateDaily,com and many other websites.
I write a blog on wills and estates matters that generates more than 4,000 hits a day. Feel free to visit my blog at www.estatelawcanada.blogspot.ca.
I have been working in the financial and
banking industry since 2007 (including service at CIBC and RBC banks). I
hold the PFP (Personal Financial Planner), FMA (Financial Management
Advisor) and of course Certified Executor Advisor (CEA) designation.
extensive knowledge and expertise in the financial industry as a whole,
including banking products, investments and taxation, credit products
I am fluent in English, Russian and Hebrew.