About the Firm
A practice shaped by discretion, strategy, and time.
Wealth & Legacy Partners was founded on a single conviction: that the families and incorporated professionals who have built meaningful capital deserve advisory relationships defined by depth, continuity, and quiet competence — not transactional product sales.
Principal
Matthew Stevenson
Principal, Wealth & Legacy Partners
Matthew Stevenson is the Principal of Wealth & Legacy Partners. His practice is dedicated to the affluent Ontarian — the incorporated professional, the family enterprise, the executive navigating liquidity events, and the multi-generational family preparing for the transfer of significant assets.
Calm in temperament and precise in counsel, Matthew has spent his career at the intersection of estate planning, sophisticated insurance strategy, and the corporate structures that shape Canadian wealth. He works in close coordination with the lawyers, accountants, and corporate advisors who already serve his clients — sequencing strategies that endure beyond any single legislative cycle.
Above all, his work is governed by a quiet first principle: the client retains control. The firm provides the architecture, the foresight, and the discretion to make that control meaningful for generations.
The Team
Specialists assembled for complexity.
Trevor Parry
M.A., LL.B., LL.M. (Tax), CLU, TEP
Case Management
Trevor Parry is a highly respected tax and estate planning specialist known for developing sophisticated, innovative strategies for entrepreneurs, professionals and affluent families. With advanced legal and tax credentials, Trevor brings deep expertise to complex planning involving corporate and family succession, taxation on shareholder death, and strategic philanthropy.
Trevor's approach is collaborative, transparent and highly analytical. He works alongside clients and their professional advisors to identify opportunities to reduce tax, simplify complex issues, and create prudent strategies designed to preserve more of the wealth they have worked hard to build.
Dan Burjoski
CLU, CFP®
Case Management
Dan Burjoski is a highly experienced tax and estate planning specialist with four decades in the financial services industry. A second-generation professional, Dan has developed exceptional knowledge in sophisticated planning for business owners, professionals and affluent families.
Known for his ability to solve complex cases, Dan brings a rare combination of technical expertise, mathematical insight and decades of practical experience to the team, helping ensure that complex strategies are carefully structured, stress-tested and designed to stand the test of time.
Robyn McDonald
Business Development
Robyn McDonald leads business development with a focus on building meaningful relationships and creating new opportunities for the firm. Warm, engaging and highly relationship-driven, Robyn plays an important role in introducing clients and professional partners to the team and helping them understand how our planning approach can address complex wealth, estate and legacy objectives.
Robyn works closely with our network of advisors and strategic partners to strengthen existing relationships, develop new connections and ensure opportunities are thoughtfully brought together with the right expertise. Her ability to connect with people, understand their needs and build lasting relationships makes her an integral part of the team.
Above all, Robyn brings energy and a genuine people-first approach to business development — helping us grow through relationships built on trust, collaboration and shared values.
Wendy Gibbs
Administration & New Business
Wendy Gibbs is an accomplished insurance administrator with many years of industry experience. Her extensive background in new business and administration makes her an invaluable part of the team, bringing a depth of knowledge that helps ensure even complex cases move smoothly from planning through implementation.
Known for her exceptional organization, attention to detail, and commitment to getting things done, Wendy manages the many moving parts behind each client engagement with care and efficiency. Her experience, professionalism, and ability to anticipate what is needed provide an important layer of support to both our clients and our advisory team.
Simply put, Wendy helps make the complex feel seamless.
Our Philosophy
Counsel that compounds. Relationships that endure.
We begin with structure.
Before any product, we map the architecture: ownership, taxation, intent, and time horizon.
We work in coordination.
Our work is integrated with your existing lawyers, accountants, and corporate advisors.
We measure in decades.
Strategies are sequenced to endure across legislative cycles, market cycles, and generations.