Laily Pirbhai, MFA-P™
An accomplished, astute and enthusiastic leader with a proven, articulate style that has manifested collectively in a distinguished 30-year career working across the Private, Public and Not-For-Profit Sectors. A perceptive relationship-management approach combined with a deep and evolving expertise of charitable gift planning strategies and vehicles, business structuring, family governance, financial planning, and risk management, together with an applied understanding of legal and tax guidelines, has accorded me ‘a place at the table’ with families and their professional advisors. A continuous learner and quest for professional excellence has resulted in peer recognition including FRIEND, Canadian Association of Gift Planning (2019); Calgary’s “TOP 30” Leaders (2004); and FELLOW (Honours), Institute of Canadian Bankers (2001).
Testimonials