Director, Business Development

Nicholas Meyer is an exceptionally qualified trust and estate practitioner, as well as a family office specialist, with an extensive and unique international background. He is a Swiss qualified lawyer and boasts an impressive array of qualifications, including being a Trust and Estate Practitioner (TEP) and a Certified Executor Advisor (CEA).

With over 23 years of extensive experience in the trust industry, including running a trust company abroad, and in the family office area,Nicholas brings a wealth of unique insights and perspectives to the table. What truly sets Nicholas apart is, amongst others, his proficiency in addressing cross-border complexities, especially within the realms of estate planning and administration, encompassing both common law and civil law jurisdictions.

Having worked for many different clients and families, Nicholas understands how unique each person, each family and each situation is, how complex the family dynamics can be and how to manage the family dynamics.

Nicholas’s main missions are to:

1. Guide families through the emotionally challenging phases of estate administration while mitigating the potential for conflicts. Nicholas can help you separate financial considerations from emotional ones and continuously works to listen to and understand your unique needs and concerns. 
2. Help families and family offices, in Canada and internationally, with appropriate options for their wealth

Fluent in both French and English, Nicholas offers bilingual service to cater to a diverse clientele.

Director, Business Development

As business development director, Peggy helps clients navigate through this area called “Estate”. 

In her previous role as President of 2020 Canada she worked with CAs and CPAs across Canada, US and Australia helping them to improve both their efficiency and bottom line through various services and technologies. For the past 8 years she has been a leader in the integration of Wealth Advisory Services with public accounting firms.

Director

As the Director of Estate Stewards, Paul is dedicated to ensuring clients’ estates are set up for success now and in the future. Paul completed a business degree at Wilfrid Laurier University and began his career at a major international CA firm upon graduation. Paul and his team cater to the specialized estate and wealth management needs of clients, typically in conjunction with their most “trusted advisors”.

In-House Counsel

Vern is legal in-house counsel to Estate Stewards and is involved in all legal matters for Estate Stewards. He is a former partner at a big-4 accounting firm, and has extensive experience in many areas of tax law, including the representation of large multi-national corporations at the Tax Court of Canada.   Vern completed his Bachelor of Arts in 1998 and received his LLB in 2001. He also obtained a Master of Taxation degree in 2003 before being called to the Bar in 2004.