181 Bay St, Suite 1800, Brookfield Pl, Toronto, ON
Year called to bar: 1991 (ON)
Partner and a member of the Aird & Berlis Tax and Estates & Trusts Groups. Over 25 years of experience practising exclusively in the area of wealth management. Extensive expertise in estate and trust planning, wills, powers of attorney, and related tax planning. Past Chair and an active member of the Trusts and Estates Section of the Ontario Bar Association. Member of the Canadian Tax Foundation and the Society of Trust and Estate Practitioners. Member of The National Ballet of Canada, Endowment Foundation, Board of Directors. Former adjunct Professor, Law of Trusts, Osgoode Hall Law School (2012–2017) and former instructor, Wills & Estates Practice Basics (2014–2017) and The Annotated Will (2010–2016), Law Society of Ontario. Holds the Trust and Estate Practitioner (TEP) designation and is recognized as a leading lawyer by Best Lawyers, Expert Guides, and Lexpert®.