Join us as we explore methods of considerate and effective estate planning – Genus Portfolio Manager Grant Conroy and Heritage Trust’s Nicole Garton join us to help uncover effective methods for smooth family wealth transitions. We’ll explore such topics as:
- Practical guidance on organizing your estate records for your family
- Digital assets – extra considerations for the reality we now live in
- Preparing the family as well as preparing the assets
Access the book:
Portfolio Manager / Partner
Genus Capital Management
As a portfolio manager, I work with institutions, individuals, and families.
I have a long history of being dedicated to stay ahead of the markets having started my career in 1996, covering some of the world’s largest asset managers. I continue this market journey and seek to add value on a more personal basis.
As a qualified Family Enterprise Advisor, I am versed in the complexities that can come with family wealth. This can range from how to prepare and educate the next generation and communicating legacy intentions to protecting family unity.
My own values include equality, learning, and integrity.
Outside of work, I am the chief “dad joke” teller in our household and serve on two not-for-profit boards.
Lawyer & President
As the principal of Heritage Law, Nicole Garton, B.A., LL.B., LL.M., C.Med, FEA, TEP is a lawyer, mediator and parenting coordinator practising in the areas of wills and estates and family law. As President of Heritage Trust, Nicole offers fiduciary, escrow and multi-family office services on behalf of individuals, families, business owners, trusts and estates.
Nicole is the Past Chair of the Canadian Bar Association Wills and Trusts Subsection (Vancouver). Nicole is a member the Society of Estate and Trust Practitioners (STEP), the Estate Planning Council of BC, the BC Collaborative Roster Society, the Civil and Family Rosters of Mediate BC and the BC Parenting Coordinator Roster Society. Nicole is a Chartered Mediator and certified by Family Mediation Canada as a Comprehensive Family Mediator. Nicole is a certified Family Enterprise Advisor.
Nicole received a Bachelor of Arts and a Bachelor of Laws from the University of British Columbia and was called to the Bar of British Columbia in 2001. Nicole completed a Master of Laws from Osgoode Hall Law School in Alternative Dispute Resolution in 2019, with a focus on dispute prevention and management for family businesses. Nicole co-founded and co-leads the MotherBoard Society and the North Shore Pro Bono Society.