LORI LIVINGSTONE

In my heart, I believe that we're helping to solve problems that they'll hopefully never know existed... One of the unique things that we bring in our approach is our ability to combine tax, legal, and investments all into one conversation. Holistically approaching all three of them allows us to really have a unique view on our clients' wealth... We are part of a great team. We have best professionals working with our team from lawyers, accountants, business valuators.

Primary location: Toronto