Our mission is to be a trusted advisor for the residents of the Comox Valley.

Our Team

T. Dale Roberts

Notary Public

Jeremy Andersen

Notary Public

Maureen Fritz-Roberts

Manager

Ellen Hatch

Bookkeeper

Molly

Happiest Dog Ever

We are a collection of old friends and bright young faces doing business in a new way – in an old house. So what does that mean?

Know what you are going to pay

One of the fears and frustrations of dealing with many firms is billing based on time.  People are afraid to call, fearing that they are going to be billed for talking on the phone.  When you come to us, we can tell you what the costs will be (including those dreaded disbursements and taxes) up front.  If the billing has to change due to a change in circumstances, we will let you know how that will change your costs.

Notary Public Scope of Practice

We take affidavits, register documents with government registries and provide legal advice in our areas of practice, which are all non-contentious. That means that we do not get involved in civil, criminal or family law.

Even though Notaries in British Columbia can perform many legal procedures, such as preparation of Wills, there are limits on the types of documents that we can prepare. Notaries can only create trusts in the Wills we draw that hold funds in trust until the age required by law—in British Columbia that is 19 years.

Estate Planning

We have a truly collaborative approach and work with all the professionals involved in a person’s estate, including financial planners, accountants, bankers, insurance agents, funeral directors, etc.  Our “Estate Planner” is a comprehensive snapshot of a person’s legal, financial and personal situation that can shared and used to properly prepare an estate plan.  We willingly share our extensive knowledge through seminars with other like-minded professionals.