What no one tells you about wills, executors, and what happens after you die.
Exclusive insights on tax, succession, and wealth planning, straight from the Advisors Table.
In this episode, we sit down with Barrister and Solicitor Hasan Naqvi to uncover why most wills fail — not because the will wasn’t prepared, but because those wills no longer reflect their lives or intentions
From handwritten wills and intestacy rules to executors responsibilities and dual will planning, we explore how wills actually function at death—and where they commonly break down.
Sunny Jaggi is a strategic tax and exit advisor to business owners, specializing in sale-readiness, corporate structuring, and succession planning. He helps founders turn complex tax planning into clear, actionable strategy—long before a buyer shows up or a transition becomes urgent.
With more than 15 years advising owner-managed and private companies in Canada and abroad, Sunny works at the intersection of corporate reorganizations, domestic and international tax planning, and high-stakes succession and estate strategy. He is known for bringing clarity, discipline, and long-term vision to complex transactions.
A frequent writer and presenter for organizations including the Canadian Tax Foundation and CPA Canada, Sunny now leads the tax practice at Cedar Consulting Group—a boutique, high-trust advisory firm focused on thoughtful, high-impact structures that help clients protect and grow what they’ve built. He partners closely with accountants, lawyers, and advisory teams to deliver cohesive, enduring strategies that hold up under scrutiny and shape generational outcomes.
Hasan is a seasoned lawyer whose legal journey spans over a decade, defined by a commitment to delivering pragmatic, results-driven advice. Known for his thoughtful and strategic approach, he has built a reputation as a trusted advisor by consistently helping clients navigate complex legal landscapes with clarity and confidence. His ability to evaluate multiple legal pathways and identify the most effective course of action sets him apart in high-stakes decision-making environments.
With a unique multidisciplinary background, Hasan is a graduate of the Chartered Financial Analyst (CFA) Program and the CPA Canada In-Depth Tax Course. This foundation allows him to approach legal matters through both a legal and financial lens, offering clients well-rounded, sophisticated guidance. His practice spans business structuring, mergers and acquisitions, tax-efficient reorganizations, regulatory compliance, and secured financing transactions, and he has served as lead counsel on hundreds of transactions throughout his career.
Prior to joining The Cedar Consulting Group, Hasan was a partner in the Corporate and Commercial Law Group at a prominent Bay Street firm in Toronto. Earlier in his career, he practiced at one of Atlantic Canada’s largest regional firms, where he developed deep expertise in corporate and tax law. Outside of his professional life, Hasan enjoys reading and watching indie foreign films, using these interests as a way to explore diverse histories and cultures from around the world.
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Exclusive insights on tax, succession, and wealth planning, straight from the Advisors Table.
