Ontario Estate Consulting Solutions Inc.
New Hamburg, ON
New Hamburg, ON
Chartered Accountant that specializes only in fee for service estate planning followed by will and power of attorney document preparation by a quality wills and estates lawyer on my "short list". See my website www.ontarioestateconsulting.
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What do you love most about your job?
I get to work with new and interesting people every day and help them solve real-life estate planning issues they have.
What inspired you to start your own business?
After many years working in the financial services industry I realized there was a real void in advice only estate planning services and that many lawyers were not interested in providing this type of service either.
Why should our clients choose you?
I have had success in completing over 500 Ontario estate plans. I know my stuff and have the experience to come up with creative solutions. I can take something that seems complex and overwhelming to some people and walk them through a process that makes it manageable. I have a great track record in providing quality estate planning solutions.
Can you provide your services online or remotely? If so, please add details.
Most of my clients all over Ontario access my services using Zoom meetings.
What changes have you made to keep your customers safe from Covid-19?
As the majority of my work is on Zoom, COVID exposure has not been a concern.
