I used to think my career path — from a litigation practice to financial advice to law practice continuity & succession planning — was a weakness. Turns out it's a superpower.
Most advisors see one piece of your picture. A litigator thinks about risk and worst-case scenarios. A financial advisor thinks about building wealth and protecting it. An owner of a practice knows what it’s actually like to balance all the things that go along with running a regulated professional services business.
I bring all three lenses to every conversation — which means you don't need three different advisors to get complete, practical and actionable advice. My approach is open, honest, practical, and — I hope — a little fun. It starts with a conversation to see if we might be a good fit.
“Don't ever promise more than you can deliver, but always deliver more than you promise.”
— lou holtz
about me
Shona Bertrand, B.B.A. (Economics), LL.B.
continuity counsel | risk, wealth & legacy planning consultant
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B.B.A. (Economics), University of New Brunswick
LL.B. University of New Brunswick
I love learning and exploring my curiosity, so I’m constantly upgrading my skills. AI is my current obsession.
For a complete list of my professional education and training, please see my LinkedIn profile.
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Law Society of Ontario 41434L (Non-Practising)
Financial Services Regulatory Authority (Ontario) , Licence 09106509, Life & Health Insurance
County of Carleton Law Association
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I’m a Virgo so turning chaos into order makes me weirdly happy. I’ve always been obsessed with business, technology, personal productivity and organization. I spend my free time with my family puttering around our fixer-upper house, hiking in the Gatineau Hills, biking around Ottawa, and travelling. I’d love to connect on social media!