Spoken languages : English
Senior Advisor, Estate Planning
Carol is a lawyer and CharteredProfessional Accountant with over 25 years of taxation, legal and trustexpertise including personal and corporate tax and estate planning.
She graduated from the University of NewBrunswick in Fredericton with a bachelor's in business administration andreceived her Bachelor of Laws from Dalhousie University in Halifax. She was admitted to the Nova ScotiaBarristers' Society in 1987 and the Law Society of Ontario in 2002. She received her professional accountingdesignation in 1990 and is a member of the Canadian Bar Association and theCanadian Tax Foundation.
Carol brings a unique combination ofaccounting, legal and life insurance expertise to our team of experts as herprevious work experience includes a wealth management firm, a life insurancecompany and a large trust company. Shehas written several articles, spoken at seminars and conferences on tax andestate planning issues and has led sessions for the Chartered ProfessionalAccountants (CPA) of Canada's In-Depth Tax Course and taught tax at theUniversity of Toronto and CPA Ontario's summer school.