1 First Canadian Place
38th floor, P.O. Box 150
Trust & Estate planner
Tel: (416) 359-5245
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 has
earned his CERTIFIED FINANCIAL PLANNER® designation 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 and ensuring our clients have a capable executor that can fulfill their duties.