Keisha Fonrose Email & Phone Number

Calgary, Alberta

As Manager, National Oversight, Keisha works with the Scotiatrust Oversight team to ensure all activities conducted are in compliance with governing regulations, internal policies and procedures. She supports the development and monitoring of standards of fiduciary competence and risk management throughout the company and also manages parts of the legal, audit and regulatory processes.

Calgary, Alberta, Canada

As Manager, Branch Oversight and Client Services. Keisha pro-actively engages with Branches in Ontario, Quebec, Northern Prairies and British Columbia to provide guidance on account administration as it relates to regulatory compliance and the Bank risk appetite. She provides analysis and feedback on key risk controls in a collaborative manner to encourage operational improvement and excellence.Keisha's experience dealing with a diverse international client base along with her… Show more As Manager, Branch Oversight and Client Services. Keisha pro-actively engages with Branches in Ontario, Quebec, Northern Prairies and British Columbia to provide guidance on account administration as it relates to regulatory compliance and the Bank risk appetite. She provides analysis and feedback on key risk controls in a collaborative manner to encourage operational improvement and excellence.Keisha's experience dealing with a diverse international client base along with her background in law is an asset for her career as she has dealt with the intricacies of estates, trusts and power of attorney administration. Her professional experience and critical thinking skills allow her to comprehend the applicable rules to mitigate risk and work efficiently within those boundaries. Show less

Calgary, Alberta

As Senior Trust Officer in Calgary, Alberta, Keisha administered and managed ultra high net worth estates and trusts, of varying complexity, in a timely manner. She is sensitive to the needs and concerns of family members and other beneficiaries and the complexities of family dynamics. Her technical fiduciary knowledge, professionalism and compassion makes the execution of plans for the preservation and transfer of wealth a much easier process.

Calgary, Alberta

As a Trust Officer, Keisha serves clients throughout the Prairies. Keisha works effectively with executors and beneficiaries assisting them with working through complex family dynamics and the technical issues of administering the Estate.

Virgin Islands (British)

Practice areas: Wills and Probate, Trusts and Estates, Banking and Finance, Corporate and CommercialFocused principally on trusts, wills, estates and probate, banking and finance and corporate and commercial law in the British Virgin Islands (BVI). Regularly instructed by leading law firms, top financial institutions, and trust companies to provide advice on all aspects of banking, high value commercial transactions, estate planning and wills and probate matters.

Trinidad And Tobago

Practice areas: Civil Procedure and Family LawFocused on Legal Aid Magistrates and Family Court cases and instructed by clients on wills, estate planning and corporate matters.

Trinidad And Tobago

Rotated attachment to the offices of the Chief Parliamentary Counsel, Solicitor General, Chief State Solicitor and Director of Public Prosecutions.

Barbados

Developed and executed comprehensive and integrated marketing plans for North American conferences in the Legal and Manufacturing Sectors while maintaining appropriate media and association partnerships for the events.

Trust And Estate Practitioner Designation, Step Diploma For Canada, Trusts And Estates

The Canadian Diploma has been developed to recognize the participants knowledge and enhance it. At the end of the Diploma the participant.

Certificate Of Qualification, Canadian Law/Legal Studies/Jurisprudence, 2017

The NCA assesses the legal education of individuals trained outside of Canada who intend to apply for admission to a law society.

Step Foundation Certificate In International Trust Management, Law Of Trusts, A (Distinction)

Activities and Societies: Society of Trust and Estate Practitioners

Legal Education Certificate, Law

Bachelor Of Laws Ll.B, Law, Hons

Activities and Societies: Trinidad and Tobago Students Association