As the Director, Trust and Estates, I believe that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures that your plans occur as you desire.

For complex estate and trust issues, I can draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions and coordinate communication.

Administering an estate, trust or acting as an attorney for property is time-consuming and requires a knowledge of many different areas. My team and I have the expertise to execute or assist others with the execution of those roles effectively and efficiently. By doing so, we can relieve the burden of the administration from those appointed and allowing them to focus on what matters the most.