PLATINUM SPONSOR EDITORIAL
TD Wealth Advisory Services and TD Wealth Private Trust connect clients to the care they need for their unique circumstances to best protect their wealth. We do this by assisting with Wills and Estates, Trusts, or managing their finances later in life. Our professionals help alleviate these often-stressful tasks to ensure our clients build a lasting legacy to protect their families, and provide for future generations.
DIAMOND SPONSOR EDITORIALS
ClearEstate pairs an advanced web-based platform with estate professionals, guiding Canadian families through both planning and seteling an estate. Families can also name ClearEstate as professional executor, an alternative that spares a family member or friend the burden of settling an estate. Peace of mind, built in.
Gordons Real Estate Brokerage serves downsizers, powers of attorney, and estate trustees across Ontario. Our experts include realtors, move managers, appraisers, and more - under one roof. We understand the emotional burden of downsizing and estate settlement and respect that the home and its contents represent memories that need to be handled with care. Best of all, we collect no fees until the project is completed.
For over 100 years, Scotiatrust® has helped Canadians preserve and transfer their wealth, offering estate, trust and philanthropic services to successful families. Viewing it as our responsibility to ensure clients have addressed all issues, their wishes are followed throughout and beyond their lifetime, helping them to live well and leave well.
GOLD SPONSOR EDITORIALS
Established in 1946, GGFL is comprised of a comprehensive range of services for growing and established business owners, healthcare professionals and high-net-worth individuals and their families. Our tax, assurance and business strategy advisors work together to discover the opportunities behind your numbers so that you can achieve your business and personal financial goals.
HW Partners is an Ottawa-based accounting firm offering specialized estate, trust, and tax advisory services. Our team supports trust filings, fiduciary accounting, family trust planning, cross-border taxation, and succession planning for business owners and high-net-worth families. With over 20 years of experience, we help clients and their advisors navigate complex estate matters with clarity. Learn more at hwpartners.ca.
Steve Gobel, Senior Wealth Advisor at Gobel, Sampson & Associates – IG Private Wealth Management, specializes in high-net-worth financial planning. With 30+ years’ experience, he creates comprehensive retirement, investment, tax, and estate planning strategies to help business owners and professionals achieve clarity and reach their financial goals.
Storms Law LLP is a premier boutique firm in Ottawa, Ontario, focused exclusively on estate, trust, and capacity litigation. With compassionate advocacy and strategic insight, they guide clients through life’s most complex legal disputes. Trusted, tenacious, and tailored—Storms Law delivers clarity and resolution when it matters most. Learn more at www.stormslaw.ca
Since 1918, Welch has provided accounting, tax and advisory services to private enterprises, government and not-for-profit organizations. Our industry specialists understand the unique influences, issues and trends affecting each sector. With a collaborative, relationship-driven approach, Welch LLP delivers big-firm expertise with small-firm service and value, making the complex simple.
VENUE SPONSOR EDITORIAL
