Alison Oxtoby Email & Phone Number

Vancouver, BC, CA

Vancouver, British Columbia, Canada

Alison’s practice is focused on wealth management, estate planning, trusts, and personal and corporate tax planning. She works with high-net-worth individuals, families and owner-managers to develop customized strategies to manage and transfer wealth.

Kelowna, BC

• Alison worked with individuals and owner-managed businesses throughout BC on a wide range of issues, such as:
• estate plans of all levels of complexity, including tax-planned estates involving strategies such as dual wills, alter ego and joint spousal trusts, family trusts, joint tenancies and deeds of gift
• incapacity planning (wills, powers of attorneys, health care representation agreements and advance directives)
• the implementation of tax-planned corporate reorganizations, estate freezes and other tax-deferred transfers of property
• transactional corporate/commercial matters
• estate administration

Kelowna, BC

Alison provided advice on wills, estates and trusts and on tax-driven reorganizations and other corporate matters, working with individuals and owner-managed businesses on a wide range of issues.

BC Interior

Alison provided tax, trusts & estate, philanthropic and business succession planning for clients of BMO Harris Private Banking and BMO Financial Group in the BC Interior. BMO Harris Private Banking is part of BMO Financial Group’s Private Client Group, which provides integrated wealth management services in Canada, the United States, Asia and Europe.

Kelowna, BC

Vancouver, BC

Ll.B., Law

In-Depth Tax Course, Parts I, Ii And Iii, Taxation

B.A. (Hons), History