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With a strong academic background and extensive professional experience, Craig Gorham brings a unique blend of expertise to the SUMMIT LEGAL GROUP's Estate team.

Craig's academic journey commenced at the Haskayne School of Business at the University of Calgary, where he earned his Bachelor of Commerce degree, majoring in Finance. Upon graduation, he ventured into Investment Banking, specializing in capital raising for Junior E&P companies. Subsequently, he transitioned to a Mergers and Acquisitions team, where he honed his financial acumen by calculating Net Present Values (NPV) and Internal Rates of Return (IRR) for acquisitions worth over a billion dollars.

A lifelong learner, Craig continually expands his knowledge and skills. He holds several prestigious certifications, including Financial Modeling & Valuation Analyst (FMVA), Advanced Financial Modeler (AFM), and Chartered Financial Analyst (CFA) designations.

Shifting gears from a successful finance career, Craig was drawn to a role that combined his expertise with a more customer-centric focus. At SUMMIT LEGAL GROUP, he provides corporate structure, financial modeling, and forecasting solutions to our small business clients. He leads our estate team, skillfully guiding executors through the intricacies of the probate and estate administration process. Most recently, Craig has earned the Certified Executor Advisor (CEA) designation, making him one of the few professionals in Calgary independently recognized for their expertise in this field.

Outside the professional sphere, Craig values quality time with his family and enjoys a range of hobbies. He's an avid gardener, a history enthusiast, a hiker, and a thrifter with an impressive shoe collection. Craig also maintains a small hobby farm on the outskirts of the city, a testament to his love for the outdoors.

With Craig's guidance, you can confidently navigate your estate administration responsibilities, knowing you are in competent and caring hands.

Licensed for life and health since March 1978.member of Advocis till 2005.

Financial advisor.  Interested in learning more about estate planning.

As and Estate and Trust Advisor with Royal Trust I service clients on Vancouver Island as well as Burnaby, New Westminster, Surrey/Delta, Tri-Cities, Langley and the Eastern Fraser Valley.  I bring over 14 years experience in Financial Services to my role as an Estate and Trust Advisor in BC. 

My depth of experience, coupled with my professionalism and dedication to client service serves me well in my current role.  I understand that the role of an executor is a difficult one and will take time to make sure my clients are aware of the complete range of estate and trust resources that are offered by RBC.  As an expert focused executor services, I help executors to identify where RBC can help to life the burden of an executorship, wether in a simple administrative capacity helping with specific tasks or in a more comprehensive manner carrying out the entire estate settlement process on their behalf.  A graduate of UFV with a diploma in Business Administration, I have continued to deepen my knowledge and expertise with key industry designations such as the IFIC and BCO. 

I presently hold the following designations

Chartered Life Underwriter

Chartered Financial Consultant

Elder Planning Counselor.

Certified Executor Advisor.

I help clients make smart choices about money.

As a principal at Avail LLP in
Lethbridge, Alberta, I have over 25 years’ experience in public practice,
focusing on Estate Planning as well as personal and estate income tax.  The Estate team at Avail assists clients in
developing an Estate Plan that preserves their wealth and protects their loved
ones.  Client service is our highest priority.

 I am honoured to introduce to you another way I can serve your family.  

Specifically I can:

• "Assist the Testator before the death occurs to organize important papers and ensure that primary and secondary beneficiaries are named on life insurances, segregated funds, registered and non-registered assets where applicable.
• Advise the Testator on the valuation, protection or liquidation of property and other physical assets.

After the death occurs I can:

• Advise and assist the Executor through the arduous and lengthy process of closing an estate, or
• Act on their behalf for portions of closing the estate if required." (CICEA website)

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.

45 years providing life insurance solutions for family and business.  Helping clients achieve retirement goals and providing estate planning assistance.