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.
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.
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)
Power of attorney and guardianship questions and dispute resolution;
End of life decision making;
Navigating the complexities of blended families and intergenerational
Protecting against - and finding remedies for - financial abuse or
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
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.
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.
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.