I believe that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed.

We offer services as a professional executor, power of attorney for property or trustee. We can also support someone else you appoint for these roles.

Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. We have the expertise to execute or assist others to efficiently execute that role.

• In the financial services industry since 1987
• With CIBC since 1995
• BA (Hons) from the University of Regina
• Serving clients in English