Carol Foley

equipe

Senior Advisor, Estate Planning

LL.B., CPA, CA

Spoken languages : English

Carol Foley is Senior Advisor, Estate Planning, who guides National BankWealth Management Solutions Group clientele through their estate planning anduse of trust services. She provides detailed information to help clientsclarify their wishes and presents options they should consider when preparingtheir wills, powers of attorney and personal care directives.

 

With over 25 years of experience, Carol brings a unique combination ofaccounting, legal and life insurance expertise to assist clients. Previously,she has worked for accounting and law firms, a wealth management firm, a lifeinsurance company and a large trust company.

 

Carol received her Bachelor of Laws from Dalhousie University in Halifaxand is licensed lawyer with the Law Society of Ontario. She is also a CharteredProfessional Accountant (CPA) in Ontario.

 

Carol is a member of the Canadian Bar Association and the Canadian TaxFoundation. She has spoken at seminars and conferences on tax and estateplanning issues for the for the Law Society of Ontario, the Conference forAdvanced Life Underwriting, the Estate Planners’ Council of London and severalfinancial institutions. She has led sessions for the CPA of Canada’s In-DepthTax Course and taught tax at the University of Toronto and CPA Ontario’s summerschool.