Amanda Stacey

Amanda Stacey shines as a pivotal partner within the realms of private client services and social impact initiatives. Her expertise encompasses wealth management, estate planning, as well as charity and not-for-profit legal advice. Amanda skillfully guides clients through the creation of wills, establishment of trusts, drafting powers of attorney, and navigating the complexities of family business transitions and corporate restructures. Furthermore, she offers seasoned advice on founding, tax adherence, governance, and the oversight of charities and not-for-profit entities. Financial institutions frequently seek her counsel on managing estate assets, along with navigating the legalities of both registered and non-registered accounts, power of attorney issues, and capacity determinations.

With a notable past role as the chair of the Canadian Association of Gift Planners and her current position as Secretary of the CAGP Foundation, Amanda's influence extends well beyond her client consultations. Her contributions to literature and speaking engagements cover a broad spectrum of subjects related to estate planning, charitable actions, and not-for-profit governance. Her insights have enriched audiences and readers across various prestigious platforms, including the Society of Trust and Estate Practitioners, the Canadian Tax Foundation, and the Law Society of Ontario, among others.

Amanda's legal journey is underpinned by her admittance to the British Columbia bar in 2021, following her earlier admission to the Ontario bar in 2005. Her academic credentials are impressive, with both a J.D. and a B.Com. from the University of Toronto. Amanda Stacey's blend of legal acumen, commitment to social impact, and dedication to professional development positions her as a distinguished figure in her field.