As a Certified Executor Advisor, I am dedicated to helping the next generation navigate the complexities of estate planning and wealth transfer. I assist families in guiding their parents through an easier transition, reducing stress and uncertainty. To support this, I offer a custom-designed executor workbook, available for free upon request, to help families organize and simplify the estate settlement process. In addition, I work with specialized tools and strategies to minimize or bypass probate fees whenever possible. By implementing proper estate planning techniques, I help clients reduce probate costs and ensure a smoother transition of assets to their heirs. As a Dementia-Friendly Professional, I also provide tailored financial guidance for clients and families dealing with cognitive challenges, ensuring financial security and peace of mind. Based in Ottawa, I remain deeply connected to my roots in Casselman and the surrounding rural areas and am comfortable working with clients in both French and English.