Current – Legal content writer and editor for STEP Canada. Until 2018, Senior Advisory Counsel Royal Bank of Canada (senior legal specialist role within RBC Law). Provided legal advice to RBC companies in the following areas: all registered plans (such as RRSP’s); estate administration, both domestic and foreign, for release of estate assets and collection of debt owed by the deceased; specific legal requirements related to new technology; succession issues including distribution of assets (such as through trusts, beneficiary designations, joint ownership, and court proceedings); elder law including reduction of financial abuse. Worked closely on both policy development and input to law reform with Compliance, Regulatory Affairs, and Tax both internally and in conjunction with industry stakeholders.
B.Comm. (Concordia), LL.B. (McGill), TEP, CFP, of the Bar of Ontario