Managing Partner
Mathew Owen
Mathew leads the firm and its Estates & Beneficiary practice, guiding families and executors through the reorganization of assets held at banks, insurers and investment dealers across Canada.
Biography
For nearly three decades, Mathew Owen has advised individuals, families and executors on how wealth passes from one generation to the next. He founded the firm's Beneficiary Services group after seeing how often outdated designations on RRSPs, TFSAs, pensions and life insurance policies overrode carefully drafted wills.
Mathew works directly with Canada's major chartered banks, life insurers, trust companies and pension administrators to prepare, execute and confirm beneficiary changes. He is frequently retained in matters involving blended families, separation and divorce, incapacity and cross-border holdings.
He is a regular speaker at estate-planning programs for the Law Society of Ontario and the Society of Trust and Estate Practitioners (STEP), and is known for explaining complex rules in plain language.