Uncompromising Dedication and Commitment
From the purchase of property, to various investments or business ventures, and ultimately planning a legacy, we take pride in being part of your journey through success.
We are deeply committed to empowering our clients by setting high standards and providing personal and comprehensible legal services.
Principal Lawyer
Areas of Practice
We provide our clients with unprecedented attention to the long-term development of their legal portfolios by supporting them through the process of acquiring properties, drafting and developing contingency plans or managing their corporations.
Real Estate
We have the experience and network to assist you with your residential or commercial real estate needs.
Wills, Power of Attorneys and Estate Planning
We help you plan ahead for the future, foreseeing the possibility of unfortunate circumstances to protect you and your loved ones or to employ strategies to maximize your legacy.
Estate Administration
Estate administration can be complex and overwhelming. We handle all matters of the process, so you can focus on what matters most to you.
Corporate and Business Law
Whether you are starting a business or navigating through corporate changes and growth, we guide you on the best avenues available.
Legal Portfolios
Legal portfolios are aimed to organize your legal affairs in a way that is comprehensive and well-rounded. Instead of hiring a lawyer for one single transaction, we will advise and guide you through all your legal needs. Planning for acquiring assets, such as real estate or businesses, emergencies, tax implications and general rights and obligations is key to success. We believe that in understanding the different aspects of your life, we can provide the best set of documents with a plan that’s just right and personalized just for you.
Individual Portfolio
An individual portfolio involves planning around your main assets to maximize them in the future by creating an organized summary of your affairs. For instance, who would manage those assets, and how, in unforeseen circumstances.
Aspects that are addressed may include:
- Real estate affairs
- Savings and retirement planning
- Planning with assets or family members in different jurisdictions
- Separation and divorce considerations
- Legacy and contingency planning
- Planning for changing health circumstances
- Consultation and proposal
- Real estate transaction representation
Access to online client portal with legal portfolio, including:
-
- Real Estate and Property Documents
- Last Will and Testament
- Power of Attorney for Property
- Power of Attorney for Personal Care
- Personal Asset and Liability Summary
- Personal Budgeting Worksheet
- Documents that work best for you
Referrals to professionals benefiting your circumstances:
-
- Financial
- Tax
- Family
- Counselors
- Assessors
- Appraisers
- And more
Family Portfolio
If you are married, have children, are in a blended family or a common-law relationship, a family portfolio is right for you. By planning jointly with couples, or tackling issues that are related to families, we strive to plan with our clients for the unique circumstances that reflect their own family histories.
Planning for the future is not only a tremendously meaningful process, it’s also a responsible task.
It’s importance on an emotional level can never be understated, while its attention to the financial aspects can be remarkably impactful.
Aspects considered or provided in a Family Portfolio include:
- Real estate affairs
- Guardianship planning
- Retirement and future planning
- Marriage and Common Law relationships
- Mixed or blended family planning
- Family legacy and contingency planning
- Consultation and proposal
- Real estate transaction representation
Access to online client portal with legal portfolio, including:
-
- Real Estate and Property Documents
- Two Wills
- Two Powers of Attorney for Property
- Two Powers of Attorney for Personal Care
- Three Personal Asset and Liability Summaries
- Three Personal Budgeting Worksheet
- Family Mission Statement
- Family Emergency Plan
- Guardianship Directive
Referral to professionals benefiting your circumstances:
-
- Financial
- Tax
- Insurance
- Family
- Counselors
- Assessors
- Appraisers
- And more
Corporate Portfolio
A corporate portfolio specifically addresses the strategies most ideal to those who own, or have rights to, corporate interests. By dividing your business and personal affairs on the legal front we can assist you in dividing the management of responsibilities and plan for a smoother succession with minimized distress in the event of death or disability. Tax planning tools are also available and used to reduce future taxes and increase your legacy and worth.
Aspects addressed may include:
- Creating or acquiring a corporation
- Business succession planning
- Business contingency planning
- Corporate share ownership
- Retirement planning
- Multiple jurisdiction matters
- Legacy planning
- Consultation and proposal
- Real estate transaction representation
Access to online client portal with legal portfolio, including:
-
- Review of Corporate Minute Books
- Update and Rectification of Corporate Minute Book
- Incorporations
- Shareholders Agreements
- Real Estate and Property Documents
- Multiple Wills
- Power of Attorney for Corporate Property
- Power of Attorney for Personal Property
- Power of Attorney for Personal Care
- Corporate Asset and Liability Summary
- Personal Asset and Liability Summary
- Personal Budgeting Worksheet
Referral to professionals benefiting your circumstances:
-
- Financial
- Tax
- Insurance
- Family
- Assessors
- Appraisers
- Agents
- And more
Note: If your legal needs fall outside of the scope of the portfolios described above, please give us a call and we’d be happy to schedule a meeting to discuss a plan that’s right for you.
Client Testimonials
Locations
St. Clair West - Head Office
1129 St. Clair Ave. West
Toronto, ON M6E 1B1
Danforth
2600 Danforth Ave.
Toronto, ON M4C 1L3
Rexdale
96 Rexdale Blvd.
Etobicoke, ON M9W 1N7