Maxine practices in the areas of estates & wills, real estate and business law. She is licensed to practice in Ontario and Jamaica.
She
provides counsel on elder law; drafting of Wills, Trusts, and Powers of Attorney for Property and Personal
Care. A key component of this is the ability to advise on various strategies to
help clients distribute their estate and achieve their planning objectives while
avoiding some common pitfalls. Maxine’s clients include
executors, attorneys for property and personal care, who need help and guidance
on their duties and obligations; seniors who wish to put measures in place to protect them and their assets; beneficiaries who are not satisfied with how an
executor is administering an estate or who are unable to find a Will and need
to know what options they have; persons who wish to enter into estate planning
strategies; the terminally ill who wish to place their estate planning
objectives in place.
Financial advisor. Interested in learning more about estate planning.
An Independent Financial Adviser since 1995 with my CLU, QAFP, EPC and a member of MDRT for the last 20 years. Working with Businesses, Professionals and Families developing their Financial Plans and using insurance and investments as part of the solutions. Using a Whole Person Holistic Approach with each person to meet their unique goals.
Self employed fee-only financial advisor for over 25 years. I have held the CFP and R.F.P. designations for 22 and 23 years respectively and our firm prepares approx 400 personal T1 tax returns annually.
During tax season we employee 4-5 staff/subcontractors and we annually prepare 5-6 T3 trust returns and several terminal tax returns.
The Real Estate journey, whether in Sherwood Park or beyond, often evokes anxiety. As a dedicated guide and a trusted realtor, I erase those fears. With a proven and simple approach, I demystify real estate, leading you and your family to a successful outcome. My focus on estates and Executors comes from both personal and work experience, developing a full concierge program to help guise executors through the process after a loss.
I am a CPA CA LPA for over 40 years. I have provided tax and consulting services to small and medium sized businesses and individuals
I am a Project Management Professional, having taken several $100MM projects from concept to customer. Managing an estate is a project, with stakeholders, tasks, dependencies, durations, quality controls and (most importantly) communication. These are all aspects of project managers, but in addition, I bring a sensitivity to the emotional side of the equation that is critical to the successful disposition of an estate. I do not bring professional experience as a lawyer or accountant, I bring the personal experience of having lost loved ones and needing to "close out" their lives both in the financial and emotional senses.
I have built QWFS with a vision to be one stop shop. To provide my clients the opportunity to have one advisor that stays for life, and works with the parents, and the children and the grandchildren. We are looking to provide the knowledge, the long lasting relationship and an opportunity to have the comfort to know that the plans we have made for the clients, we can assist in executing at death