About Guardian Estate Company
We help families navigate the complexities associated with the transfer of wealth. We are a purely independent estate planning service, providing estate planning consultations to individuals and clients of investment professionals. We are also proud to be Canada’s first brokerage service for estate solutions, equipping individuals with the knowledge and tools to make an informed decision with life’s most important plan.
Our mission is to simplify estate planning discussions and solutions.
Jenna Carvalho, MBA, MTI, TEP
Founder
Jenna believes in transparency and choice, and wants to solve the problem that many of us face: limited information and resources to make informed decisions about our estate plans. She understands the complexities of estate planning and execution after acting as a professional executor and trustee for over 10 years with a large trust company. Her mission is to make estate planning conversations more accessible while connecting Canadians to estate settlement solutions designed to achieve an efficient and effective transfer of wealth.
Jenna holds a Master of Business Administration (MBA) from Queen’s University, a Bachelor of Commerce (B.Comm) degree from the University of Calgary, and the Trust and Estate Practitioner (TEP) and Member Trust Institute (MTI), designations.