Carolyn is a tax, trusts and estates lawyer who helps individuals, families, and fiduciaries navigate complex trust and estate matters with confidence. Called to the Ontario Bar in 2006, she advises on trust and estate administration, powers of attorney for property, and guardianships, working closely with trustees and their advisors to find clear, practical solutions.

She has extensive experience drafting, reviewing and administering trust deeds, wills, powers of attorney and management plans, including complex discretionary trusts. Carolyn regularly represents fiduciaries in court applications involving appointments, removals and passings of accounts, and collaborates closely with legal and accounting professionals to achieve effective outcomes.

As Chief Compliance Officer at Legacy Private Trust, Carolyn works with the Office of the Superintendent of Financial Institutions (OSFI) and provincial regulators to ensure the company meets its regulatory obligations and manages risk responsibly, safeguarding its financial strength, integrity and security.

In her role as Indigenous Trusts Lead, Carolyn partners with Indigenous communities to support sustainable intergenerational wealth and to help build long-term financial and trust capacity.

Carolyn earned her law degree from Western University after completing an honours degree in Political Science and Philosophy at McGill University. She is a member of the Law Society of Ontario and is actively involved with professional organizations such as the Canadian Bar Association, the Canadian Tax Foundation, and The Advocates’ Society. She also serves as a director and officer of several private charitable foundations, including the Kappa Kappa Gamma Foundation of Canada and the Legacy Private Trust Foundation.

Yevgeniya joined Legacy Private Trust in 2008. She is now the Company’s Chief Investment Officer and Chief Financial Officer. Before joining our team, Yevgeniya developed her skills working at several wealth management firms. Prior to this, she obtained a bachelor’s degree in Physical and Biomedical Electronics from the National University of Ukraine. Yevgeniya has a diploma with honours in Financial Planning Management and received the CFA charter in 2012.

Anne holds a Bachelor of Applied Science in Industrial Engineering and a Master of Business Administration, both from the University of Toronto. She is a member of Professional Engineers Ontario, and she completed the Executive Development Program at the Kellogg School of Management, Northwestern University, Chicago.

Jim completed his Bachelor of Arts in Economics and Political Science at McGill University before attending Osgoode Hall Law School. He also obtained his Master of Laws in Taxation Law from Osgoode Hall. Created Queen’s Counsel in 1992, Jim practises in the areas of federal and provincial income tax, federal and provincial sales taxes and other taxes, acquisitions, mergers, corporate reorganizations, estate planning, wills, trusts and estates.

Ross completed his undergraduate degree in Arts and Science at Queen’s University prior to completing his Bachelor of Laws at Queen’s. Ross practises in the areas of corporate law, estate planning, trusts and estates, charity and not-for-profit law, and taxation law. He is a member of the Law Society of Upper Canada, the Canadian Tax Foundation, the Ontario Bar Association and the Canadian Bar Association (Taxation and Trusts & Estates Sections).

Jennifer Quinn is Chief Executive Officer of Nieuport Aviation, the terminal partner at Billy Bishop Toronto City Airport. She leads the organization’s strategic vision and investment in airport infrastructure, overseeing initiatives that enhance the passenger experience, strengthen connectivity, and create lasting value for the communities and economy it serves.

With more than 20 years of leadership experience across the public and private sectors, Jennifer has built a career at the intersection of infrastructure, finance, and public-private partnerships. Prior to joining Nieuport, she held senior leadership roles at Infrastructure Ontario and Deloitte, where she advised and delivered complex projects across a range of sectors.

As a Chartered Professional Accountant, Jennifer began her career in audit and advisory services, building a foundation in financial stewardship, risk management, governance, and fiduciary oversight that continues to inform her leadership today.

Jennifer has served on the boards of Women’s College Hospital, Pride at Work Canada, Ontario Lands Corporation, and CivicAction. In 2024, she was named one of Canada’s 100 Most Powerful Women by the Women’s Executive Network and received The Globe and Mail’s Report on Business Best Executive Award.

Ross has over 25 years of experience in management consulting with a focus on operational issues related to governance, organizational structure, process design, workforce management and customer and employee experience. In addition to being a Director at Legacy Private Trust, he is currently the Managing Director of Strathfield Consultants Ltd., an investor in and advisor to Ontario small businesses.

A Certified Human Resources Professional, Ross completed his Master of Business Administration at Wilfred Laurier University, his Master of Human Resource Management (Distinguished) at Rutgers University in New Jersey, U.S.A and his Bachelor of Arts at University of King’s College in Halifax, Nova Scotia. Ross’s career includes over 15 years of experience at Deloitte Canada, where he became Partner and developed the firm’s insurance consulting practice. He has extensive experience consulting on major business integration and restructuring projects.

Ross is a Board Member of the Toronto Symphony Orchestra, and a coach and trainer of the Leaside Wildcats Hockey and North Toronto Hockey Associations.

Katherine is the President and Founder of Allied Capital Corporation (1988), a boutique investment bank which provides corporate finance services to public and private growth companies in Canada and internationally. After graduating from McGill University with a Bachelor of Arts degree in political science and philosophy, Katherine joined the research department of the investment banking firm Pitfield McKay Ross Ltd. (now RBC Dominion Securities).

Katherine’s background includes being a very successful producer and director for 18 years for the Canadian Broadcasting Corporation. She was recognized for her award-winning, investigative primetime documentary series, “Man Alive”, and other documentary specials.

Katherine serves on the Board of the Ontario Arts Foundation, Soundstreams Canada, The Friends of the McGill Library and the Chancellor’s Committee. Katherine is a Fellow of The Royal Canadian Geographic Society, a member of the Order of St. Lazarus, a palliative care charity, and Healing Hands India, a private charity.