Roy has devoted his legal career working at Doak Shirreff LLP to providing clients with useful insight into their legal situations and helping them find and achieve the best solutions for their needs. Roy’s practice is focused on Estate Planning and Wealth Preservation, Incapacity Planning, Real Estate Law, Corporate and Business Law, and Tax Law. Roy is qualified as an experienced practitioner with the Society of Trust and Estate Practitioners (“STEP”). He is familiar with all the tools available to plan to manage the realities of disability and death and can help clients achieve their property, health management, estate planning, and wealth preservation goals.
I find it extremely satisfying to help clients address some of life’s most challenging situations and realities. We all know we can lose our ability to take care of ourselves due to illness or injury, and that eventually we will die. Facing these realities and taking steps to plan for them can be difficult but I truly believe in the importance of planning for the worst while hoping for, and enjoying, the best life has to offer. I want my clients to know and understand the options available to them. I want clients to know they have done all they reasonably can to plan for when they may need help managing or dealing with their finances or personal matters, and that when they die, the people and causes they love and care about will be provided for in the best way possible.
I also love helping my clients do business while they remain vibrant and active people. This includes helping people buy and sell their homes and investment properties, establish, buy, and build their businesses, plan to address personal and corporate tax issues, have productive relationships with their business partners, and to either sell their businesses or plan for business succession. My goal throughout is to create a comprehensive plan that meets their needs while doing everything possible to avoid disputes and litigation down the road.
Outside the office I enjoy spending time with my wife, Marnie, and with friends travelling locally and abroad, taking in the sights, sounds and unique culinary experiences. Locally, I enjoy sampling wines, and spending time on Okanagan Lake during the summer months on our boat. I do my best to find time to ski during the winter, attend a good sports event, enjoy musicians in concert, and to check out the local comedy and cultural scenes.
Bachelor of Laws, University of Alberta, 1983
Called to the British Columbia Bar, 1984
- Law Society of British Columbia
- Kelowna Bar Association
- Canadian Bar Association
- Kelowna Rotary Club
- Kelowna Flying Club
I am community minded, giving back by providing pro bono legal assistance for Habitat for Humanity and other non-profits in the community. I am an active member of the Rotary Club of Kelowna working together with others to develop and support Rotary projects both locally and abroad. I am a director of Launch Kelowna, which helps to educate people about money and finances and to give them a hand up financially as well.
- Estate Planning for Blended Families
- Planning for Incapacity – Powers of Attorney
- I’m POA. So What should I do?
- Planning for Incapacity – Your Committee
- New Tax Rules Affecting Testamentary Trusts
- Why Use Testamentary Trusts in Estate Planning?
- Avoid Probate Using Joint Ownership
- Use of Joint Ownership in Estate Planning
- What You Need to Know about the First Time Home Buyers’ Property Purchase Tax Exemption
Roy's Areas of Practice:
Managing a person’s estate following his or her death can be an overwhelming and emotional task, particularly for anyone appointed as executor.
Buying a home is often the largest purchase of your life. We know it can be stressful, and sometimes a bit overwhelming.