Rose Shawlee

Rose’s deep and abiding care for her clients and their families is a hallmark of her practice.

Rose is brings more than 15 years of experience to her practice, which is primarily focused on assisting families and businesses with their planning, succession and reorganization, estate, and business needs. She strives to make life’s inevitabilities, death and taxes, less daunting a topic for clients while being alert to the complications these raise from a legal, family, tax, probate fee, and cost perspective.

There are many tools offered by the legal system to achieve estate planning and business succession intentions, but rarely are all of them necessary. Rose’s objectives are two-fold: ensuring that clients are aware of the various tools, while at the same time making sure that problems aren’t over-solved by implementing mechanisms that aren’t proportionately practical or offer limited cost-benefit.

Rose is a regular contributor (as presenter, author, and editor) on topics of estate planning, estates, corporate freezes, and trusts for the Continuing Legal Education Society of BC and the Pacific Business & Law Institute. She also provides community learning seminars in respect of personal planning, estates, and business succession and tax planning.

As a volunteer director for the Charlford House Society for Women, Rose continues her commitment to support resources for women and their growth and independence.