Jonathan Morse, LL.B., LL. M., TEP
Director, Will & Estate Planning
Jonathan is responsible for providing estate and trust planning support to our high net worth clients. As part of the Wealth Planning Team, and in his capacity as estate and trust planning in-house counsel, Jonathan reviews the goals and needs of our high net worth clients from an estate planning standpoint.
Jonathan has extensive experience in Will and trust interpretation, the preparation of Wills, powers of attorney and trusts and in assisting clients with the implementation of a variety of estate planning strategies emphasizing key factors such as family dynamics, tax and business considerations, and capacity and fiduciary issues.
Prior to joining wealth management, Jonathan was employed by a major law firm focussed on estate planning. Jonathan holds a Masters of Laws (LL.M.), Tax Law/Taxation from York University's Osgoode Hall Law School.