As a highly experienced financial planner, Doug Lamb is the go-to expert for executors who need professional assistance in ensuring estates’ timely and efficient processing. With over 35 years of experience, he has gained a solid reputation for providing trusted advice and planning in various areas, including retirement, estates, income tax, and investments.

Trust his expertise and guidance to help you easily navigate the complexities of estate processing and ensure a seamless settlement process.

Educational and Professional Qualifications
  • Chartered Accountant (CPA CA)
  • Certified Estate Advisor (CEA)
  • Certified Financial Planner (CFP®)
  • Elder Planning Counsellor (EPC)
  • Master of Business Administration (MBA)
Personal Background

Doug, a widower, has a family of five children and eight grandchildren. He was an active volunteer in community sports programs, President of the North York Chapter of the Heart & Stroke Foundation of Ontario and Director and Treasurer of the ALS Societies of Toronto and Ontario.

Our Mission

Our mission is to provide professional, compassionate and affordable support to executors of will in Ontario, Canada. We understand that being an executor is a challenging and often stressful role, especially when dealing with the loss of a loved one. That’s why we offer a range of services to help executors fulfill their duties with confidence and peace of mind. Whether you need assistance with probate, estate administration, accounting, taxes, or any other aspect of the executor role, we are here to guide you through the process and ensure that the wishes of the deceased are respected and honored.

Our Vision

Our vision is to be the leading provider of  executor of will in Ontario, Canada. We aim to establish long-term relationships with our clients based on trust, respect and excellence. We strive to deliver high-quality services that meet the needs and expectations of our clients and their beneficiaries. We also seek to educate and empower executors by providing them with the information and resources they need to perform their role effectively and efficiently. By doing so, we hope to make a positive difference in the lives of our clients and their families.

Our Culture

Our culture is based on our core values of integrity, empathy and professionalism. We are committed to acting ethically, honestly and transparently in everything we do. We are compassionate and respectful towards our clients, their beneficiaries and each other. We are dedicated to providing exceptional service and exceeding expectations. We are always learning and improving ourselves and our processes. We work as a team and support each other in achieving our goals.

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