Gustavo Paez
Lawyer
Toronto,ON
Summary
Dynamic National Corporate Estate Specialist at Scotia Wealth Management with expertise in estate planning and corporate law. Proven track record in crafting bespoke transition plans and enhancing advisory capabilities. Skilled in legal compliance and litigation support, fostering strong client relationships while driving multi-generational wealth strategies. Committed to delivering impactful solutions.
Overview
2026
2026
years of professional experience
7
7
years of post-secondary education
4
4
Languages
Work History
National Corporate Estate Specialist
Scotia Wealth Management
06.2024 - Current
- Constructs bespoke transition plans that integrate estate law, tax optimization, corporate governance, and family legacy.
- Uses advanced planning strategies fo succession, holding company reorganizations, or estate freezes—and quantifies their long-term impact.
- Advises on the use of trusts, holding companies, insurance strategies, and philanthropic vehicles to achieve multi-generational goal
- Reviews shareholder agreements, trust structures, wills, corporate bylaws, and tax filings to identify vulnerabilities and opportunities.
- Leads confidential consultations to surface unspoken goals, family dynamics, and succession concerns.
- Hosts exclusive client roundtables, transition planning workshops, and educational forums for business owners.
- Trains Scotiabank advisors on advanced estate and corporate planning concepts, elevating the bank’s advisory capabilities.
Estate and Trust Consultant - Montreal
Scotiabank
04.2023 - Current
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Supported clients with business analysis, documentation, and data modeling.
Manager, Complex Accounts
Scotiabank
03.2022 - 03.2023
- Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
- Performed statistical analyses to gather data for operational and forecast team needs.
- Work with different business lines across the bank advising about the legal compliance and risk appetite regarding potential new clients.
Senior Portfolio Management Officer
Scotiabank
7 2020 - 2 2022
- Improved operations through consistent hard work and dedication.
- Received and processed stock into inventory management system.
- Re-structuring transactions, including the negotiating of appropriate repayment terms, preparation of amortization schedules, and verification of credit authorizations.
High Value Risk Advisor
Scotiabank
08.2019 - 06.2020
- Created plans and communicated deadlines to complete projects on time.
- Debt restructuring for customer in the province of quebec by analyzing the contracts and current legislation
- Guide and educate advisors on their duties
Junior Partner
Legal Consulting Group
01.2016 - 01.2017
- Analyzed and applied legal principles and performed legal research to support litigation strategy.
- Prepared and reviewed contracts and other legal documents following applicable regulations.
- Presented evidence to defend clients or prosecute defendants in criminal or civil litigation.
- Lead the litigation team for the firm, handling close to 150 cases
- lead the corporate and business team handling complex corporate transactions such as amalgamations and incorporation of foreign entities
Business & Tax Advisor
Ernst & Young
10.2013 - 09.2015
- Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.
- Conducted interviews with key business users to collect information on business processes and user requirements.
- Met with stakeholders to establish favorable business relationships and support mutually beneficial interests.
Junior Partner
Legal Consulting Group
01.2017 - 08.2018
- Chaired partner meetings to drive discussion of matters important to firm operations, keeping discourse on-topic and moving at efficient pace.
- Managed corporate and LLC-based legal transactions, coordinating document flow and logistical preparation for complex transactional closings.
- Observed corporate rules and regulations and safety procedures.
Education
J.D. - Lawyer
Law Society of Ontario
Toronto04.2025
J.D. - Law Studies - Common Law
Federation of Law Societies of Canada
Ottawa, ON09.2023
Master of Laws - Business Law
University of Toronto
Toronto, ON 09.2018 - 09.2019
J.D. - Law Studies - Civil Law
Universidad De Las Americas
Quito 03.2011 - 06.2016
Advanced Diploma - Trust And Contracts
Harvard University
Boston 09.2016 - 12.2016
Skills
Litigation support
Legal Research
Corporate law
Tax Law
Legal compliance
Estate planning
Affiliations
Lawyer registered in the Law Society of Ontario
Notary Public in Ontario
Admitted to the National Judiciary Council of Ecuador since 2016
Member of STEP - Society of Trust and Estate Practitioners
Member of the International Labour and Employment Relations Association - ILERA since 2019
Candidate for the Law Society of Ontario
Hobbies
Outside of my professional pursuits, I find balance and renewal through sport. I am an avid tennis and golf enthusiast, drawn to the strategic precision and mental discipline both games demand.
Timeline
National Corporate Estate Specialist
Scotia Wealth Management
06.2024 - Current
Estate and Trust Consultant - Montreal
Scotiabank
04.2023 - Current
Manager, Complex Accounts
Scotiabank
03.2022 - 03.2023
High Value Risk Advisor
Scotiabank
08.2019 - 06.2020
Master of Laws - Business Law
University of Toronto
09.2018 - 09.2019
Junior Partner
Legal Consulting Group
01.2017 - 08.2018
Advanced Diploma - Trust And Contracts
Harvard University
09.2016 - 12.2016
Junior Partner
Legal Consulting Group
01.2016 - 01.2017
Business & Tax Advisor
Ernst & Young
10.2013 - 09.2015
J.D. - Law Studies - Civil Law
Universidad De Las Americas
03.2011 - 06.2016
Senior Portfolio Management Officer
Scotiabank
7 2020 - 2 2022
J.D. - Lawyer
Law Society of Ontario
J.D. - Law Studies - Common Law
Federation of Law Societies of Canada
Similar Profiles
Chelsea LafortezaChelsea Laforteza
Administrative Assistant at Scotia Wealth ManagementAdministrative Assistant at Scotia Wealth Management
Pallavee ChhabriaPallavee Chhabria
Administrative Assistant at Scotia Wealth ManagementAdministrative Assistant at Scotia Wealth Management
Gitie MedhizadahGitie Medhizadah
Client Solutions Analyst Intern at Scotia Wealth Management at ScotiabankClient Solutions Analyst Intern at Scotia Wealth Management at Scotiabank
Kenrick BarnettKenrick Barnett
Digital Content Creator at Dutchpot ChroniclesDigital Content Creator at Dutchpot Chronicles
Tina MaiTina Mai
Digital Marketing Coordinator at SGreenGolf Inc.Digital Marketing Coordinator at SGreenGolf Inc.