Amanda J. Stacey

Amanda provides advice in the areas of wealth management, estate planning, charity, and not-for-profit law. She advises clients on wills, trusts, powers of attorney, family business succession planning, and corporate re-organizations. Amanda also advises on the establishment, tax compliance, governance, and regulation of charities and not-for-profit organizations. She also assists financial institutions with issues pertaining to administering estate assets, registered and non-registered accounts, power of attorney, and capacity matters.

Amanda was previously the chair of the Canadian Association of Gift Planners and is currently the Secretary of the CAGP Foundation. She is a frequent writer and speaker on a variety of estate planning, charity, and not-for-profit topics, including articles and presentations for the Society of Trust and Estate Practitioners, the Canadian Tax Foundation, the Ontario Bar Association, CLEBC, Pacific Business and Law Institute, the Law Society of Ontario, and the Estates, Trusts and Pensions Journal.