Christine Brunsden, TEP, CEA, EPC, MFA-P

Trust and Estate Practitioner, Trusted Legacy and Legacy You

About Christine Brunsden

Christine has attained the Trust and Estate Practitioner (TEP), Certified Executor Advisor (CEA), Elder Planning Counselor (EPC) and Master Financial Advisor – Philanthropy (MFA-P) designations.

She currently lives in Burlington and enjoys travelling, music and spending quality time with her children, grandchildren and family dog.
Christine is an active member of the Estate Planners Council of Halton, the Burlington Executive Network and the Canadian Association of Gift Planners.

Christine takes a holistic approach to legacy planning and helps you develop a comprehensive plan for living well, aging well and dying well to be shared with your financial, accounting and legal advisors so that they can provide their best advice with respect to your wishes to live your best life to your last breath.  She organizes and records your plan to streamline periodic reviews and to ensure you have a blueprint for your future decision-makers to simplify their role of ensuring your wishes are carried out.

Advisors who have worked with Trusted Legacy say: “Christine helps families SIMPLIFY the estate process by PLANNING AND ORGANIZING ahead of time. She will provide your executors CLARITY and CONFIDENCE that their job will be MUCH EASIER. AND – because of her work; YOU SAVE THOUSANDS – EVEN MILLIONS!”

Trusted Legacy offers Estate Reviews including Cost-Benefit Analysis, Power of Attorney and Estate planning services, Stategic Philanthropic Planning, and can help you find administrative assistance to perform the role of Power of Attorney, Trustee or Executor.

Christine is also a co-founder of Legacy You Inc., a company which focuses on overcoming the Legacy Procrastination Effect through education, organization and communication to achieve a practical approach to pre-planning, planning and post-planning from an abundance mindset which promotes purposeful living through prioritization of your values and goals and prepares your future decision-makers and heirs.

 

Typical Clients

Trusted Legacy clients are those who are interested in planning with purpose for the future. They are focused on leaving clear instructions and the most efficient plan possible for those who will have to make decisions and act for them when they can no longer do it themselves. Leaving a blueprint and saving their family members time, money and stress is important to them.

Contact Christine Brunsden about adding a charitable gift to your Will

christine@trustedlegacy.ca 905-531-4852 Christine's website