Find a CEA

My
name is Zoë MacKenzie. I am an Independent Consultant who is a qualified Certified Professional Consultant on Aging (CPCA) and a Certified Executor Advisor (CEA)

My
expertise is with Planned Giving. I help my clients determine whether they want
to include a future gift in the planning of their Estate. Family is first as
always, but many clients feel strongly about giving back to the community
they live in after they have provided for their heirs. 

I encourage and guide them with strategies regarding tax advantages with their donations and include
this in the planning of their Will to minimise the taxes at their death of their Estates and maximise their Legacy to both family and community.

My
purpose and passion are to make sure that I give the best possible advice to my
clients and to add a benefit of knowledge and advise to Executors of Estates

I work closely with financial planners and investment advisors to help them grow their business through the Family Asset & Inheritance review program.  Estate planning does not end with the client.  It is essential that the Executor has the knowledge and the tools to ensure the successful transition of an estate.  It is through the process of Executor engagement before the client passes that can facilitate success.

On behalf of advisors, I conduct compelling client-centric seminars that get clients motivated to get organized and complete their planning process. It deepens relationships for advisors and opens them up to whole new world of referral business.

 

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.

Hello,

I work for BlueShore Financial, which I consider to be the preeminent financial institutions in Canada.

We pride ourselves on providing an exceptional client experience, along with delivering prudent financial and investment advice.

With more than 35 years in the industry, and being both security and insurance licensed, I am confident in my abilities to assist my clients in achieving their important financial objectives.

I welcome anyone who is trying to navigate these sometimes challenging financial waters to contact me to arrange a complimentary, no-obligation review.

I look forward to meeting with you soon!

Sincerely,

Mark

Peter has been in the financial planning industry for 24 years. During the last 14 years he has specialized in advising and educating financial advisors on how to best serve their clients interests in the estate planning area. Peter has a strong background in working with other estate planning professionals to find the best possible result for their clients. Peter is an organized and efficient client focused advisor who can help simplify the complicated. Peter has been appointed as the Regional Director for Atlantic Canada for the Certified Executor Advisor Network and is currently working on starting a Chapter(s)for CEAN so please contact Peter if you are interested.