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Melissa Best
Helping make estate organization and settlement easier for clients of financial advisors, accountants and lawyers
Melissa Best MBA, CFA, TEP is the CEO & Founder at QuickEstate™ Administrators Inc, where she leads a team dedicated to revolutionizing estate organization and settlement processes.
With over 30 years of experience managing finances for high net worth individuals, estates, trusts, and non-profit organizations across Canada, Melissa retired in 2012 to pursue her passion for simplifying the executor's role in estate management.
Recognizing the challenges faced by executors in navigating the complex and time-consuming estate settlement procedures, Melissa leveraged technology to develop QuickEstate, an innovative online software application that streamlines the estate settlement process into easy-to-follow steps, ultimately saving time, reducing costs, and minimizing risks for beneficiaries.
Prior to founding QuickEstate, Melissa held notable positions at renowned financial firms such as Raymond James Trust Canada, RBC Phillips, Hager & North Investment Management in Calgary, Alberta, and Mawer Investment Management.
Melissa's expertise, coupled with her MBA, CFA, and TEP qualifications, uniquely positions her to drive positive disruptions in the traditional estate management landscape, catering to the needs of individuals and financial advisors seeking efficient estate planning solutions.