Alison Oxtoby

Alison dedicates her expertise to the intricate world of wealth management, specializing in crafting tailored solutions for the affluent, their families, and business owners. Her work spans a broad spectrum, addressing everything from basic estate planning, including wills and healthcare directives, to sophisticated strategies aimed at tax minimization and asset protection. She navigates complex estate structures, employing tools like tax-efficient wills, multiple trusts, and estate freezes to ensure a seamless wealth transition.

In her role, Alison meticulously orchestrates tax-driven corporate restructurings and manages estate administrations, ensuring compliance and fiscal efficiency. Her contributions extend beyond client service; she actively engages with the legal and financial communities through seminars and publications. Alison's insights have enlightened audiences at prestigious forums such as the Continuing Legal Education Society of BC and the Canadian Bar Association, among others.

Her academic journey, marked by notable achievements, includes comprehensive tax training from the Canadian Institute of Chartered Accountants and law degrees from the University of Victoria and the University of Western Ontario. Alison's commitment to professional development is further evidenced by her leadership roles in various legal and tax organizations, including serving as president of the Kelowna Estate Planning Society and chairing sections of the Canadian Bar Association.

Alison's practice not only spans personal and corporate tax planning but also delves into estate planning and wealth management, reflecting a holistic approach to financial and legal advisement. Her affiliations with key industry bodies, such as the Society of Trust and Estate Practitioners and the Canadian Tax Foundation, underscore her prominent position in the field. Through her diverse roles and continuous education, Alison remains at the forefront of estate planning and wealth management, offering innovative solutions to the challenges of wealth preservation and transfer.