We are excited to share that Gabrielle Robert has now received her Trust and Estate Practitioner (TEP) designation. We are beyond thrilled for her to be part of this wonderful organization! hashtag#STEPNetwork and hashtag#STEPCanada STEP Canada | The Society of Trust and Estate Practitioners (Canada) STEP – Advising Families [...]
By: Rob Carrick PUBLISHED MAY 27, 2024 The Globe and Mail Quoted like scripture in the financial industry is a report from years ago that projected a $1-trillion transfer of wealth between 2016 and 2026. A recent survey conducted through the Carrick on Money newsletter suggests there’s a lot more where that [...]
BY: ANNA SHARRATT SPECIAL TO THE GLOBE AND MAIL PUBLISHED MAY 24, 2024 Shelley Forsythe’s black pug, Lilo, is 13. “He has been the love of our life,” says Ms. Forsythe, director, family enterprise planning, at BMO Family Office in Vancouver. As a result, she has left a comprehensive plan for [...]
We are on the move in Rockland. Our new location effective immediately is at 924 Laporte Street, Suite 135, Rockland, ON K4K 1M7 (next to Remax Delta Realty and Service Ontario) or better yet gives us a call at 613-837-7880 for a free quote and/or for more information.
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We are thrilled to announce our team's newest additions, Meghan Brown and Layal El Chami. Both are joining our firm as legal assistants. Meghan and Layal bring more than 10 years experience in Real Estate Law and Wills and Estates. With Meghan and Layal's experience and dedication this makes them [...]