Acted as sole executor in many estates within Canada and the US
Managed the sale of several properties in the US and Canada including visiting the property, co-ordinating contents sale, meeting with agents and handling property title transfer
Executed estates from probate to final disbursements within 1 year in all cases
Liaised with lawyers to obtain probate and establish estate accounts quickly
Managed relationships with financial providers and government agencies in order to close or transfer accounts, manage outstanding home and medical expenses and services, cancel insurance policies, notify applicable agencies of the death etc.
Advising numerous friends and families on how to proceed with estate and power of attorney set up prior to death to ensure ease of transition after death
Over 25 years of experience in financial services and investment counselling including Operations, Corporate Finance, Bond Sales and Trading and Client Service
Education
Certified through the Canadian Institute of Certified Executor Advisors
MBA Finance and Real Estate, University of Michigan Ann Arbor, Michigan
Completed: Certified Financial Analyst Level 1, Partners, Directors, Officers Exam, Registered Representative, Canadian Securities Course, Canadian Options Course
Laura is a member of the Outward Bound Canada Cabinet as well as the Alumni Board of Huron University College
