As Partner at Sage Sfera, I help executors,
beneficiaries, and estate professionals navigate the human side of estate
administration. As a CEA with an Executive Certificate in Conflict Management
(Windsor Law) and a B.A.Sc. in Chemical Engineering (U of T), I pair structured
problem-solving with an insightful, supportive approach—helping executors and
families navigate duties, decisions, and delicate conversations with clarity
and confidence.
Drawing on a proven record of turning vision into actionable
roadmaps, coordinating diverse stakeholders, and long-term entrepreneurial
success, I excel at aligning diverse viewpoints and moving complex projects
forward. Whether clarifying roles, untangling ownership issues, or guiding
difficult family conversations, I create structured, respectful processes that
protect both assets and relationships. Clients value my calm, intuitive
leadership style and the tailored strategies I design to deliver enduring,
collaborative outcomes across estates and family enterprises.
Passages Law services clients primarily in the estates area, which include probates, re-sealings of foreign jurisdiction probates, and estate litigation; we also do basic corporate work and real estate transactions.
Naomi English, BA (Econ), FCSI,CIM
Associate Wealth Advisor with the Kozak Financial Group at CIBC Wood Gundy
Our team provides a full range of investment services and financial advice.
I have practiced as Notary Public in British Columbia since May
2012 after graduating from the Master's Program in Applied Legal Studies at Simon Fraser
University. I specialize in real estate conveyancing,
mortgages, drafting Wills, Powers of Attorney and Representation Agreements. I am fluent in English,
Russian and German.
I am currently the Manager of Finance at Providence Care Centre in Kingston and have been with the organization for 22 years. Looking to retire in 5-6 years and would like something to keep me occupied. A friend of mine, a financial advisor, recommended this course to me.
I own a crematorium and it has been open for over 20 years and prior to that, I owned a funeral home. I maintain my funeral directors license.
I am Director of Estate & Trust services at ScotiaWealth Management
Financial advisor for 30 years. Tax professional for 15 years.
Experienced, Advice-Only, Life-Style Financial Planner with a demonstrated 25 year history of working in the financial services industry.
Skilled in the Banking, Wealth Accumulation, Pension, Retirement & Legacy Planning Services.
Strong entrepreneurship professional focused in Business & Managerial Economics from Wilfred Laurier University Waterloo, ON and current PhD. studies at the University of Chicago in Behavioural Economics.
I assist Executors and Administrators with Will / Estate matters
A 35 year licensed Funeral Director, owner of multiple locations and interests. Often asked difficult questions when others are unable to be located, I needed to know the answers. Death is 24/7 answers need to be too.
October 30th 2025 - Mississauga, ON.
6 CE Pending
For more information CLICK HERE
To Register now CLICK HERE