COMPANY PROFILE

Trusted Legacy provides continuity and peace of mind to one individual at a time.  We expertly guide our clients through their life to legacy journey.  In collaboration with their trusted team of experts, we assist our clients in crafting their Individualized Legacy Plan and reviewing their plan regularly over their lifetime to assess the impact changes in circumstances and legislation has on their current plan.  This gives us the ability to make any necessary adjustments to continue to provide protection, efficiency and fulfillment of our clients' wishes.

23

Years

Experience

6

Service

Offerings

1

Extensive Professional 

Referral Network

 

OUR TEAM

We deliver estate, business succession and philanthropic planning to client's throughout their lifetime and have a large network of experts with whom we collaborate across an extensive portion of Southern Ontario.  

 

Christine Brunsden, TEP, CEA, EPC, MFA-P

 

Christine has been working in the Estate and Trust industry for over 20 years and has garnered extensive experience in estate planning and acting as a fiduciary for individuals and their families through the participation in the administration of hundreds of Estates, Trusts, Powers of Attorney, Guardianships, Investment Administration Accounts, Donor-Advised Funds and Private Corporations. 

 

Christine currently maintains the following designations: Trust and Estate Practitioner (TEP) through the Society of Trust of Estate Practitioners, Specialist Trust Institute (STI) through the Canadian Securities Institute, Elder Planning Counselor (EPC) through the Canadian Initiative of Elder Planning Studies and Master Financial Advisor - Philanthrophy (MFA-P) through the Knowledge Bureau.  Christine is an active member of the Estate Planners Council of Halton and the Canadian Association of Gift Planners where she is a participant in the Will Power campaign which is being piloted in the Hamilton and surrounding area.

 

Burlington, ON L7L 1M5    www.trustedlegacy.ca  |   905-531-4TLC (4852)

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