Our Points of Difference
The combination of our three strengths makes for knowledgeable clients and engaging interactions
Applicable Experience
10 years + in legal practice, wealth management, family enterprise succession planning​ and building businesses
​
Our team members' experience: Lawyer (JD), Trust and Estate Practitioner (TEP), financial planner (PFP), family enterprise advisor, Professional Engineer (PEng), and Master of Innovation and Entrepreneurship (MMIE)
Human Capabilities
Thoughtful listeners and observant without preconceptions
We manage difficult conversations with discretion and actively engage with clients
Collaborative Approach
Values-based engagement that considers your vision, purpose, legacy and family dynamics
We nurture relationships that support consensus and shared responsibility for action
About Hadielia
Hadielia Yassiri
Wealth Continuity Advisor
Toronto, ON
Hadielia is empathetic, creative and gifted at thinking up new and better ways to help her clients meet their needs and goals. She has dedicated her career to helping business owners and families of wealth with their unique challenges and opportunities.
Hadielia is a tax and estates lawyer, family enterprise advisor, trust and estate practitioner (TEP) and financial planner.