1 First Canadian Place
38th floor, P.O. Box 150
Trust & Estate Planner
Tel: (416) 359-5245
|David brings over 20 years of experience in the Trust and Financial Planning Industry as a Trust and Estate Planner.
David has worked extensively with our clients in the area of Estate, Will and Trust Planning.
He is a CERTIFIED FINANCIAL PLANNER® professional and is a member of the Society of Trust and Estate Practitioners.
If you have been appointed as executor or trustee and find the responsibility too onerous or time consuming, we can simplify your life by helping you fulfill your duties, and act as your Agent.
If you are considering a corporate executor, you can choose to appoint BMO Trust Company to help you with estate planning and administration.
When considering who to appoint as executor, look for the following qualities:
Knowledge, Accessibility, Fairness, Integrity, Emotional stability.
David is committed to providing expert estate planning advice and ensuring our clients have a capable executor that can fulfill their duties.