Profile Overview:

Alice Powell is a leading financial planning lawyer based in Toronto with over 22 years of experience helping clients manage and protect their wealth. She specializes in estate planning, tax strategies, retirement planning, and asset management for individuals, families, and business owners. Alice is known for her meticulous approach to financial and legal matters, providing clients with personalized strategies to ensure that their financial future is secure and that their estates are efficiently managed and passed on.

Areas of Expertise:

Estate & Legacy Planning: Ensuring wealth is effectively transferred to heirs while minimizing taxes and legal disputes.
Cross-Border Tax Planning: Advising on the complexities of cross-border financial issues, including US-Canada tax matters.
Retirement Planning: Creating customized retirement plans, incorporating pensions, RRSPs, and other retirement savings.
Asset Management: Developing legal structures to manage and protect assets from creditors or unforeseen liabilities.
Corporate Succession Planning: Helping business owners prepare for smooth transitions, ensuring their companies continue to thrive after retirement.

Why Work with Me:

I offer a holistic approach to financial planning, combining legal insight with practical financial strategies. My goal is to ensure that my clients’ assets are well-managed and their estates are passed down with minimal complications. I take pride in building long-term relationships and tailoring my services to fit each client's unique situation.

Testimonials:

"Alice is incredibly thorough and professional. She helped us navigate a very complex estate situation with ease." – Michael K., Business Owner

"Thanks to Alice, we now have a solid retirement plan and peace of mind knowing our financial future is secure." – Emily J., Consultant

Availability:

Available for ongoing estate and financial planning consultations. Offering both virtual consultations and in-person meetings within the Greater Toronto Area.

---Hourly Rate: CAD 180–CAD 400