About Gali Gelbart

As an Estate and Trust Consultant at Scotia Wealth Management, Gali is responsible for providing advice and guidance to clients for their Will and estate planning strategies. Clients benefit from customized tax-considered strategies that align their investment, retirement, philanthropic and estate plans to help safeguard financial well-being into the next generation.

After graduating from the University of British Columbia’s School of Law in 2005, Gali worked as a lawyer practicing real estate and corporate law. Transitioning into estate planning over ten years ago, she has built a successful career providing her clients with personalized estate planning services.

Memberships include the Law Society of British Columbia, the Canadian Bar Association and the Society of Trust and Estate Practitioners (STEP).

Typical Clients

Typical clients are individuals and families seeking personalized estate planning guidance and professional trustee services. As one of Canada’s oldest and largest trust companies, Scotiatrust’s comprehensive estate and trust offerings are tailored to your needs and include: planning for your family’s and loved ones’ financial future; executor, attorney and trustee services; practical strategies that balance your family priorities and charitable goals; and administering and protecting your financial assets.