ESTATE planning & TRUSTee SOLUTIONS

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• Private trust services - trustee appointments for testamentary or inter-vivos trusts
• Estate planning
• Family-business succession
• Fiduciary and administrative support
• Trust accounting and tax services

"One of the most important things Karen provides is the ability to integrate major lifestyle decisions, including property ownership, cash flow strategy, and determining how corporate and trust entities can be used to maximize the client’s benefit. There are few families that have the benefit of ensuring their broad financial decisions work into a comprehensive plan. I have observed how Karen’s influence both financially and emotionally assures our mutual client that the major financial decisions they make are optimized, viable over the long-term, and achieve their goals"   

                - Brad Hunter, CPA, CFP, CIM, Portfolio Manager Richardson GMP Limited

"We totally trust Karen's advice and instincts for our estate management and know she will competently either handle all of the issues herself, or, alternatively, seek assistance from her network of team of professionals to arrive at the best logical conclusion for her clients, providing them peace of mind towards their estate administration requirements."

                  -private family office client