I have been working with my current employer for over 20 years. We are part of the Financial Planning industry and although I am not a financial planner, I am looking to gain knowledge about Executors.
Del
Elgersma is a lawyer with a well-established practice focused on business law,
estate planning and real estate. He is a
founding partner of Beacon Law Centre, an award-winning law firm with offices
in Victoria, Sidney and Brentwood Bay.
Del was
one of the first lawyers in BC to draft wills in plain language. He is past chair of the Victoria Wills &
Trusts Section of the Canadian Bar Association.
After graduating from UBC Law School and articling with a large
Vancouver law firm, Del was called to the bar in 1992, becoming the youngest
lawyer in British Columbia. After practicing law for four years in Vancouver,
Del and his wife Karen moved to Vancouver Island. They have two children. Del’s passions
outside of work are spending time with his family, cycling and competitive
swimming.
Resumé of Del Elgersma
Called
to the Bar, 1992, British Columbia
Education:
·
University of
British Columbia, Juris Doctor, 1991
·
University of
Alberta, BA with Distinction (Economics), 1988
·
Calvin College,
Michigan; Faculty Honors Scholarship
Professional
Associations:
·
Member of the
Canadian Bar Association (CBA) and Law Society of British Columbia
·
Chair of the
Vancouver Island Commercial & Real Estate Section of the CBA, BC Branch
(2019 – present)
·
Member of
Provincial Council of the CBA, BC Branch (2019 – present, 1997-1999)
·
Chair of the
Victoria Wills & Trusts Section of the CBA, BC Branch (1997-1999)
. Member, Vancouver Island Commercial & Real Estate
Section and Victoria Wills & Trusts Section of the CBA, BC Branch
I am a CPA, CA and have been interested in estate organization for years. Throughout my career in the small-cap corporate world, I always felt an element of "social purpose" was missing for me and have now found that pursuing the fundamental start for estate planning and organization - creating Wills.
I work with business owners, health care professionals, retirees, as well as established families seeking professional guidance transferring wealth to the next generation. I specialize in wealth strategies, business owner considerations, business owner retirement plans, retirement income strategies, and estate and legacy considerations.
I was born and raised in Williams Lake, BC. My mom and late father were self-employed and operated a mobile home and log hauling company. I have an entrepreneurial spirit and identify with business owners largely due to the values my parents instilled in me from an early age. I have two loyal Rhodesian Ridgebacks, Nala and SeaTac, and my hobbies include fitness, nutrition, hiking, biking, and hockey.
At Edward Jones, I am fortunate to be supported by our home office teams, including investment and technology professionals, who provide a depth of knowledge to help us ensure that we are providing you with the most current and comprehensive guidance. Our firm has received numerous awards for our client-focused service.
I am employed with Access Credit Union and work with Estates and Wills as a large part of my position. Taking this course will definitely benefit me and the members I deal with on a regular basis.
I have practiced as Notary Public in British Columbia since May
2012 after graduating from the Master's Program in Applied Legal Studies at Simon Fraser
University. I specialize in real estate conveyancing,
mortgages, drafting Wills, Powers of Attorney and Representation Agreements. I am fluent in English,
Russian and German.
I am currently the Manager of Finance at Providence Care Centre in Kingston and have been with the organization for 22 years. Looking to retire in 5-6 years and would like something to keep me occupied. A friend of mine, a financial advisor, recommended this course to me.
I own a crematorium and it has been open for over 20 years and prior to that, I owned a funeral home. I maintain my funeral directors license.
I am Director of Estate & Trust services at ScotiaWealth Management
Experienced, Advice-Only, Life-Style Financial Planner with a demonstrated 25 year history of working in the financial services industry.
Skilled in the Banking, Wealth Accumulation, Pension, Retirement & Legacy Planning Services.
Strong entrepreneurship professional focused in Business & Managerial Economics from Wilfred Laurier University Waterloo, ON and current PhD. studies at the University of Chicago in Behavioural Economics.