Tim advises clients on estate management, wealth preservation, business succession, and corporate law. His practice focuses on developing tailored estate and succession plans that support long-term personal and business goals, often involving complex cross-border considerations.
Working closely with U.S. legal and tax specialists, Tim regularly assists Canadians with U.S.-based estate planning and Americans with their Canadian-based estate planning. He also has specialized experience in life insurance-based planning strategies, which he integrates into broader wealth and succession plans.
In addition to his legal work, Tim is a graduate of the Family Enterprise Advisor Program, an intensive one-year course focused on working with multi-disciplinary family enterprise advisors. The program emphasizes the “soft” issues that complement technical planning to help ensure successful succession outcomes. He regularly attends and teaches courses on business law, taxation, and estate planning.