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