As a Director and Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind.

We offer services as a professional executor, power of attorney for property or trustee. We can also support someone else you appoint for these roles.

Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. We have the expertise to execute or assist others in efficiently executing that role.

• In the financial services industry since 1989
• With CIBC Trust Services since 1993
• Member, Trust Institute (MTI)
• Trust and Estate Practitioner (TEP)
• BA from the University of Waterloo
• Serving clients in English