Senior Advisor, Estate Planning
LL.B., CPA, CA
Spoken languages : English
Carol Foley is Senior Advisor, Estate Planning, who guides National Bank Wealth Management Solutions Group clientele through their estate planning and use of trust services. She provides detailed information to help clients clarify their wishes and presents options they should consider when preparing their wills, powers of attorney and personal care directives.
With over 25 years of experience, Carol brings a unique combination of accounting, legal and life insurance expertise to assist clients. Previously, she has worked for accounting and law firms, a wealth management firm, a life insurance company and a large trust company.
Carol received her Bachelor of Laws from Dalhousie University in Halifax and is licensed lawyer with the Law Society of Ontario. She is also a Chartered Professional Accountant (CPA) in Ontario.
Carol is a member of the Canadian Bar Association and the Canadian Tax Foundation. She has spoken at seminars and conferences on tax and estate planning issues for the for the Law Society of Ontario, the Conference for Advanced Life Underwriting, the Estate Planners’ Council of London and several financial institutions. She has led sessions for the CPA of Canada’s In-Depth Tax Course and taught tax at the University of Toronto and CPA Ontario’s summer school.