I advise on complex trust and estate planning legal documents, wealth protection, business succession, retirement planning, investment strategies, tax concerns as well as family harmony and philanthropy.
I guide entrepreneurs with practical advice including structuring their organization and recommending tax-efficiencies so they can focus on their business and building value.
Memberships and Affiliations
- Law Society of Alberta
- Law Society of British Columbia
- Society of Trust and Estate Practitioners (STEP)
- Estate Planning Council of Calgary (EPC)
- Alberta Insurance Council
- Canadian Tax Foundation
- Canadian Bar Association
- Integrated Bar of the Philippines
- Philippine Institute of Certified Public Accountants