Materials posted below are viewable; contact me if you would like to receive PDF versions.
Supporting Materials for Webinars/Seminars
GTAAFN Webinar: Incapacity Literacy (presentation deck)
Webinar: Estate Administration - It's Complicated
Webinar: Navigating Taxes & Death
November 5, 2025: Canadian Probate Tax Study - Preliminary Findings
Please contact me to obtain a PDF version of this press release and related presentation deck.
This one page overview is available to advisors to share with clients, when referring me to them.
Please contact me to obtain a PDF version of this.
This summary of my top requested services sets out my value proposition for clients, and is intended mainly for lawyers and other advisors to help identify when my services may align to their client's needs and circumstances. It also includes a few client testimonials, that I am particularly proud of.
Please contact me to obtain a PDF version of this.