Estates
Alex knows that handling an estate is no easy task. For most executors, the job is totally new and can be very frustrating. The same goes for beneficiaries waiting for an inheritance.
If you are an Executor, you have a duty to others. If you make a mistake, you may be held liable.
If you are a beneficiary, or a creditor, you need to protect your interests.
Whatever your role—Executor, beneficiary, creditor—Alex wants to help guide and protect you. He wants to help bring order to the chaos you may be experiencing.
Wills & POAs
Your last Will & Testament and Powers of Attorney (POAs) may be the most important documents you ever sign. Even the smallest mistakes can have big consequences should you become disabled, or after your demise.
Before becoming a lawyer, Alex worked for a large Canadian banking group as a financial planner and investment advisor. He brings an integrated approach to his work, to ensure nothing is missed.
Alex can help you make plans now, while you are still in good shape. He may ask questions you have never thought of or point out problems you never knew you had. For much of the time, Alex just listens.
Working with Alex can be a lengthy exercise, but well worth it. When you are done, you should feel like a burden has been lifted off your shoulders.
At the same time, Alex tries to keep client meetings as relaxed and fun as possible. Believe it or not, laughter can be a normal part of discussing your death or a disability.
Real Estate
The purchase or sale of a property is more than just a real estate deal. It is part of a bigger plan.
Whatever your plan—downsizing, moving to a new job, growing your business, investing your money or settling an estate—there is more to think about than just property. So let Alex worry about this part of your plan, so you do not have to.
Business and Corporations
Managing a business, private corporation, or non-profit organization includes a lot of record-keeping, and decisions to minimize risk and ensure success.
Before becoming a lawyer, Alex earned an MBA and worked for large organizations and as a self-employed management consultant. Alex brings his years of work experience to make sure his advice to you is relevant and cost-effective.
Please contact Alex, or drop by sometime, to tell Alex more about your affairs. See if he can help make your life easier, and your organization better.