More and More in today’s world clients face complex estate situations. In appreciation of their valued business relationship with us, RBC Dominion Securities is pleased to offer our clients who face such challenges a complimentary Will and estate-planning consultation with Gregg Knudsen, our Will & Estate Consultant.

Gregg’s background includes a Bachelor of Laws from Dalhousie Law School and a Bachelor of Arts from Saint Mary’s University. Admitted to the Bar of Nova Scotia in 1990, Gregg developed his expertise as a Will & Estate Consultant while in private practice and working for 10 years in Wealth Management divisions of two other financial institutions. He has also completed the Canadian Securities Course.

Gregg is a member of The Society of Trust and Estate Practitioners, the Canadian Bar Association, the Executive of the Halifax Estate Planning Council, the Dalhousie University Planned Giving Advisory Board. In the past, he has served on law reform committees dealing with wills and estates in Nova Scotia as a Director of Certified General Accountants – Nova Scotia and as Chair of the Canadian Bar Association, Nova Scotia Branch, Wills and Trusts Section.

Gregg works closely with our Investment Advisor’s to provide our clients with information on structuring their estate’s in an efficient and tax-effective manner. Clients who commonly require Greg’s services are those who have business succession needs, trusts for minor children and adults with disabilities, charitable planned giving and other effective and tax efficient plans.

Following their meeting, Gregg will provide them with a report outlining various estate planning issues for them to explore in further detail with their own lawyer or accountant.