Elie Roth

+1 416 863 5587

Elie Roth

Partner  |  Davies Ward Phillips & Vineberg
JURISDICTIONS QUALIFIED IN

Canada

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Dispute resolution
Tax


Martin J. Rochwerg

Martin J. Rochwerg

Partner  |  Miller Thomson
JURISDICTIONS QUALIFIED IN

Canada


Margaret O'Sullivan

+1 416 363 3700

Margaret O’Sullivan

Managing Partner  |  O'Sullivan Estate Lawyers
JURISDICTIONS QUALIFIED IN

Canada

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Administration of estates and trusts
Succession planning

Q&A

What has been the highlight of your practice over the past 12 months?

Having so many long term relationships with so many clients and seeing how at each step of the road, life has its twists and turns and being on part of the journey with them from a legal and personal planning viewpoint. As well, being part of planning for the next generation of clients and being part of their development. The ability to close the door to the boardroom and be part of trying to provide guidance and offer solutions in a private and confidential manner for issues which plague many.

What advice would you give rising stars/new lawyers in the private client world?

As a guiding principle, remember that the interests of the client always come first and our role is to try our very best to achieve the best outcomes we can in a responsible and ethical manner.

What is your favourite quote?

“Less is more.”


Paul Gibney

+1 416 864 9245

Paul Gibney

Partner  |  Thorsteinssons
JURISDICTIONS QUALIFIED IN

Canada (Ontario, British Columbia)

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Tax

Q&A

What has been the highlight of your practice over the past 12 months?

The fact that I have been able to mentor so many junior lawyers and to see their practices grow.

What advice would you give rising stars/new lawyers in the private client world?

It is important to get involved in the community - you must write, attend conferences and be active in the various associations.

What is your favourite quote?

“Continuous effort - not strength or intelligence - is the key to unlocking our potential,” Winston Churchill.


Daniel J. Dochylo

+1 416 367 6139

Daniel J. Dochylo

Partner  |  Borden Ladner Gervais
JURISDICTIONS QUALIFIED IN

Canada (Ontario)

TOP 3 AREAS OF EXPERTISE

Contentious trusts and estates litigation
Administration of estates and trusts
Dispute resolution, including the conduct of mediations as mediator

Q&A

What has been the highlight of your practice over the past 12 months?

BLG was retained on behalf of a Trust relating to an alleged fraudulent transfer of funds by institutional trustees operating in Liechtenstein and Switzerland. The funds had been transferred to Canada ostensibly for an investment transaction being undertaken by an unrelated Trust. We are providing advice and input, along with the family’s lawyers in other jurisdictions, on approaches and proceedings. The issues are novel and the parties are scattered across a number of countries. The nature and extent of professionalism, expertise and collegiality brought to bear as regards the development of strategy and decision-making has been very satisfying.

What advice would you give rising stars/new lawyers in the private client world?

In knowing your own capabilities and experience, do not be reluctant to occasionally step out of your comfort zone and build on those by pursuing a new cause of action or tackling a different sort of issue.

What is your favourite quote?

“It’s not about standing still and becoming safe. If anybody wants to keep creating they have to be about change,” Miles Davis.