Life's Transitions - Personal and Business

Simpson Wigle's Family Wealth Group assists our clients through their life's transitions:

  • early relationships, commencing careers
  • business Entrepreneurial efforts, career development, family changes
  • personal and end of life planning

Our lawyers and staff work in a collaborative, supportive way with our clients in planning and implementing solutions based on our core values of teamwork, service, trust, competence and integrity. We employ the necessary resources, community and international relationships, and our broad experience to create opportunities and resolve problems in times of crisis.

Stability and Continuity
Our focus is to ensure stability and continuity for clients through all of their transitions in life. The members of our group each bring a special interest, experience and talent to their work so that our clients can benefit from their depth and diversity while being supported by the group as a whole.

What We Do
We have particular interests and skills in dealing with wealth transfer issues, legacy planning, business generational transitions, philanthropy, trusts, estate dispute resolution, taxation and incapacity.

INDIVIDUALS BUSINESS
• Estate Succession
• Business Succession
• Personal Property Protection
• Charities and Not For Profit Organizations
• Estate Administration
• Tax Planning
• Tax
• Business Expansion Guidance
• Estate Dispute Resolution
• Dealing With Management Changes
• Incapacity
• Canada Revenue Agency Disputes
• Retirement To A Foreign Country
• Home Office Structuring
• Philanthropy/Planned Giving
• Risk Management
• Foundation Set Up and Management
• Family Business Dispute Resolution
• Elder Care
• Immigration, Talent Transfer From Other
   Countries
• Disabled Beneficiaries
• Coaching Children Of Business Owners
• Powers of Attorney and Wills • Pension Planning
  • Establishing Boards of Directors

To learn more about any one of our lawyers click on their name below. To contact a lawyer click on their e-mail address or telephone them directly.

Contact: Paul Milne
HAMILTON Office
• Family Business and Personal
  Wealth; Wills, Trusts and Estates;
  Business Law; Generational and
  Successor Business Transition
  Planning; Planning; Counsel To
  Private and Family Business

milnep@simpsonwigle.com
T: 905.528.8411 Ext: 309

Rosemary A. Fisher
BURLINGTON Office
• Litigation (Commercial, Estate) –
   Insolvency and Restructuring;
   Debtor/Creditor Rights

fisherr@simpsonwigle.com
T: 905.639.1052 Ext: 239

John Loukidelis
HAMILTON Office
• Tax

loukidelisj@simpsonwigle.com
T: 905.528.8411 Ext: 363

Cathy Olsiak
HAMILTON Office
• Wills, Trusts and Estates; Health
   Law

olsiakc@simpsonwigle.com
T: 905.528.8411 Ext: 362

Hamilton t: 905.528.8411 f: 905.528.9008
Burlington t: 905.639.1052 f: 905.333.3960