“The Cross-Border Estate Planning Specialists”

What Our Clients Are Saying

“I would like to take this opportunity to formally thank you for everything that you did over the years to help Dad gain and maintain his financial security, and at the same time retain both his self sufficiency and independence. It was quite apparent from the financial infrastructure you and your firm helped him establish that he would have been quite comfortable for many more decades of life.

I would also like to thank you for the ongoing service you rendered after Dad's death in helping us, as executors, identify and strategically dismantle our father's assets. This extension of friendship, your kindness, compassion, attention to details and support was greatly appreciated. Thank-you!”

Chris and Lisa - Ottawa