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PROFESSIONAL
ASSOCIATIONS

Ontario Bar Association, Trusts & Estates
Section Chair 2015-16, member at large of Elder Law and Alternative Dispute
Resolutions Sections, member at large OBA governing council;

Canadian Bar Association

Ontario Association of Family Mediators

Toronto Lawyers Association

ADR Institute of Ontario & Canada

EDUCATION AND YEAR OF CALL

Called to the Bar of Ontario, 2004

B.A. University of Toronto, 1993

LL.B. Osgoode Hall Law School, 2003

Executive Certificate in Conflict
Management, University of Windsor Faculty of Law, 2015

Certificate, Negotiation and Leadership
Program, Harvard Law School, 2015.

Certificate, Mediating Disputes,
Harvard Law School, 2016.

ABOUT JANE



Jane is an estate specialist, offering mediation, litigation, estate planning
and administration services. 

Jane’s practice is focused on many
aspects of elder- and age-related law, including:

- 
Facilitating difficult conversations for families related to estate
planning, planning for the future of a family business, power of attorney and
guardianship disputes, estate administration disputes;

- 
Estate, succession, and substitute decision (power of attorney)
planning;

- 
Power of attorney and guardianship questions and dispute resolution;

- 
End of life decision making;

- 
Navigating the complexities of blended families and intergenerational
relationships;

- 
Protecting against - and finding remedies for - financial abuse or
mismanagement;

- 
Administration of estates;

- 
Advocacy in court proceedings;

- 
Neutral Estate Trustee and Estate Trustee During Litigation services; and

- 
Mediation and settlement of estate, power of attorney, elder- and
age-related disputes.

Jane applies insight and compassion to her legal services and mediation
practice, using her training in age-related issues to facilitate resolution,
and reduce the harm of conflict upon the families she serves. Jane is committed
to promoting the independence and well being of older adults through advocacy and mediation.  She is a frequent speaker and writer for
public legal education events and professional programs.

Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine where we can add the most value and formulate suggestions regarding the direction of your Holistic and Multi-generational Financial Plan.

Joan McAulay is a Senior Trust Program Advisor with Concentra Trust. Joan’s knowledge and familiarity with the related legislation make her a resource for advisors and clients alike, providing them with support and guidance. Joan strives to instill a deeper understanding of estate and trust solutions so clients and advisors across the country feel better-prepared to make critical decisions on planning the preservation and transfer of wealth, or undertaking the role of executor. Concentra Trust is a national trust company and has been providing estate and trust expertise to Canadians for over 65 years. They partner with investment firms, law firms, credit unions and co-operatives from coast to coast. They offer estate and trust solutions for all ages and all asset values and complexities.

As a Wealth Advisor with TD Private Wealth Management I am instrumental in identifying the needs of High Net Worth families and business owners. I work within a team of highly educated experts with a background in banking, investments, estate, tax, and financial planning to deliver customized wealth management and preservation solutions in a way that makes client goals achievable.

I have been in the financial planning industry for 23 years. During the last 14 years I have specialized in advising and educating financial advisors on how to best serve their clients interests in the estate planning area. I have a strong background in working with other estate planning professionals to find the best possible result for their clients. I am an organized and efficient client focused advisor who can help simplify the complicated.

As a Certified Financial Planner and Elder Planning Counselor, Shawn has been helping Canadians achieve their financial goals for over 25 years. Shawn is a graduate of the School of Business at Queens University and has also taught a variety of financial planning courses at St. Lawrence College, Kingston campus. Shawn has also been a guest speaker at several industry events and conferences and oversees the Essential Financial Planning Services Program.

Velma Noble brings a warm, compassionate, and hopeful therapeutic stance to her private counselling practice established in 2004. She employs a holistic approach (mind, body, and soul) that is equally balanced with a practical, strength-based approach. By forming safe therapeutic relationships with her clients, Velma helps facilitates a healing process that brings relief or resolution to distressing emotions or life situations.Primary areas of clinical focus include depression and anxiety, grief and loss, major life transitions, stress management, marital enrichment, divorce care, family communication, spiritual care, empowerment and assertiveness training. Velma also offers individual, couple, family counseling services as well as a number of unique group programs such as: phototherapy and CALM: a unique program for individuals recovering from marital separation.Velma has a Master of Arts degree in Pastoral Psychology and Counselling. She is a Canadian Certified Counsellor (CCC) through the Canadian Counselling and Psychotherapy Association. In addition, she is a Pastoral Psychotherapist (# 477AB11) with the Professional Association of Canadian Christian Counsellors. She completed a BA in Sociology and Economics from Acadia University, and Supportive Counselling diploma from Mount Royal University. Velma brings twenty years of experience as a financial advisor and life coach.

Edward C. Northwood is the resident U.S. attorney in the Toronto Office of the Firm and heads the private client group. He concentrates his practice in U.S. domestic and international tax matters involving estate planning, family business planning, charitable planned giving, trust and estate administration, and executive compensation. Mr. Northwood is a frequent lecturer and has presented papers relating to cross border planning issues for the Canadian Chapter of the Society of Trust and Estate Practitioners (“STEP”), the American College of Trust & Estate Counsel (“ACTEC”), the Canadian Bar Association (“CBA”), the American Law Institute – American Bar Association (“ALI-ABA”), the New York State Bar Association (“NYSBA”), and The Canadian Tax Foundation. He is a Fellow of ACTEC, a member of the Executive Council of The International Academy of Estate and Trust Law, a member of the Toronto Estate Planning Council, and a member of the Toronto branch of the STEP, where he serves on the Board of Directors. Mr. Northwood was named as the 2010 Volunteer of the Year of STEP Canada.Mr. Northwood received his J.D. degree, cum laude, from the Law School of the State University of New York at Buffalo, an MA degree from the State University of New York at Albany, and his undergraduate degree from Brown University.Mr. Northwood’s practice is limited to U.S. law.

Mark is president of the Canadian Institute of Certified Executor Advisors (and also of Strategic Edge Chartered Financial Consulting Inc, which provides integrated tax strategies for Canadians through their professional advisors). His career includes senior management positions with national wealth and insurance companies, where he developed innovative business strategies and provided training, marketing materials and case consultation to financial advisors across the country.

A graduate of Ashbury College in Ottawa and Western University in London, Mark is a Chartered Life Underwriter, Chartered Financial Consultant, registered Trust and Estates Practitioner and Certified Executor Advisor.  He is licensed to conduct business in every province and territory in Canada.

In addition to CICEA, he is a member of Advocis (the Financial Advisors Association of Canada), the Canadian Association of Gift Planners (CAGP), the Conference for Advanced Life Underwriting (CALU) and the Society of Trust and Estate Practitioners (STEP).  

Mark has given hundreds of seminars across Canada, to the public, professional associations, study groups, Canadian businesses, industry symposia and aboard continuing education cruise ships around the world. He has been speaking about the important role of executors and on estate tax strategies for more than 25 years.