45 St. Clair Ave. West, Suite 600
Toronto, Ontario, M4V 1K9
Tel: (416) 925-7400
From Ed Arbuckle, Personal Wealth Strategies.
Excerpt:
This Assessment has been prepared for completion by a special needs individual or caregiver in advance of our first meeting to consider financial options. It will reduce our time and move discussions and solutions along more quickly.
Download a PDF copy of the Assessment Form
FOUNDER
PARTNERS
LAWYERS
FIRM COUNSEL
ARTICLING STUDENT / STUDENTS
LAW CLERKS
OFFICE MANAGEMENT
Will, Estate, Trust Disputes
Advising Fiduciaries
Dependant Support Claims
Passing of Fiduciary Accounts
End-of-Life & Treatment Decisions
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WEL Partners is committed to providing accessible customer service. If you require communication supports, please contact us by email at admin@welpartners.com or by telephone at 416-355-3253 or 416-925-7400.
Please note: Our Firm does not accept retainers via e-mail; and sending an e-mail to our Firm does not constitute a retainer. You will not be considered a client of the Firm unless and until we have agreed to act for you according to our usual procedures for accepting clients which includes a signed written retainer agreement. Do not include any confidential information in your e-mail. Any confidential information will be deleted immediately by our Firm.
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