Carol Foley

equipe

Senior Advisor, Estate Planning

LL.B, CPA, CA

Spoken languages : English

Carol Foley is Senior Advisor, EstatePlanning, who guides National Bank Wealth Management Solutions Group clientelethrough their estate planning and use of trust services. She provides detailedinformation to help clients clarify their wishes and presents options theyshould consider when preparing their wills, powers of attorney and personalcare directives.

With over 25 years of experience, Carolbrings a unique combination of accounting, legal and life insurance expertiseto assist clients. Previously, she has worked for accounting and law firms, awealth management firm, a life insurance company and a large trust company.

Carol received her Bachelor of Laws fromDalhousie University in Halifax and is licensed lawyer with the Law Society ofOntario. She is also a Chartered Professional Accountant (CPA) in Ontario.

Carol is a member of the Canadian BarAssociation and the Canadian Tax Foundation. She has spoken at seminars andconferences on tax and estate planning issues for the for the Law Society ofOntario, the Conference for Advanced Life Underwriting, the Estate Planners’Council of London and several financial institutions. She has led sessions forthe CPA of Canada’s In-Depth Tax Course and taught tax at the University ofToronto and CPA Ontario’s summer school.