Who We Are

ExeQtrust Limited (EQ) was established in Trinidad and Tobago by Aliyah Hamel-Smith, a lawyer with over 2 decades of experience and a Notary Public.

EQ is actively managed and run by Aliyah, who has years of experience in both estate administration and financial planning matters. EQ is not a law firm – it offers tailored estate and financial planning services to both individuals and groups, including Will Preparation, Estate and Pension Administration.

She and her husband Glenn Hamel-Smith are the directors and owners of the business.

Our story

The concept for EQ came during the stay-at-home measures that were instituted in March 2020 after Trinidad and Tobago’s first recorded case of COVID-19. Family, friends and former and existing clients reached out  for financial and investment advice, and on how best to structure their assets to pass on to their loved ones.

There is nothing like a pandemic to bring us face to face with our mortality, but it brought home the realisation that there really is no time like the present to:

  • Re-assess your assets
  • Be aware and make the most of investment opportunities
  • Ensure that you live, spend and save today so that you are able to leave behind some sort of legacy.

EQ is passionate about imparting that knowledge to ensure that everyone has the same opportunities available to them. We are keen on simplifying and demystifying jargon and legalese, so that important concepts are easier to understand.

The vision for EQ is to empower you and light the way, as you plan for the life you want and structure the legacy you deserve to leave behind.

Our Managing Director

Aliyah Hamel-Smith,

 LLB, LEC, MBA

An attorney-at-law with more than 20 years of local, regional and international corporate legal experience, Aliyah leads the EQ team as its managing director. Having completed her law degree at the University of the West Indies, Aliyah began her career as a litigation attorney at M. Hamel-Smith & Co., and later obtained her MBA at Oxford-Brookes University, England. She then spent close to a decade of her career at RBC, where she was promoted to head up its Trust company and then was made responsible for the Bank’s regional financial planning arm.

Seeking a new challenge, Aliyah moved to become vice president of Business Process Outsourcing (BPO) and Shared Services Development at the Trinidad and Tobago International Financial Centre (TTIFC), where she worked to make the outsourcing of finance and accounting functions attractive to foreign investors. While there, she brokered and secured the first international company to set up local operations under the TTIFC’s diversification programme—a company that is still thriving and which has created a significant number of jobs to date.

Aliyah then became the CEO of two affiliated insurance brokerage and employee benefits firms, where she offered clients customised benefits and insurance packages designed to increase employee wellness in the areas of health, investments and retirement planning.

She is now the Managing Director at ExeQtrust Limited on a mission to simplify the daunting tasks of Financial Planning and Estate Administration by:

  • Optimising how persons’ assets work for them during their lifetime, so
  • They can leave a legacy behind.

Throughout her career, Aliyah has gained invaluable expertise in:

  • Estate planning, including financial planning, asset restructuring and long-term insurance assessment and planning
  • Probate and estate administration services, including applying for grants from the probate registry and distributing the deceased’s assets either in accordance with their Will or with the laws of Trinidad & Tobago
  • Pension advisory services, including assessment of the best retirement structure for companies based on head count, revenue and market performance of relevant funds
  • Pension and annuity enrolment, including day to day administration

Aliyah currently sits on the boards of National Flour Mills (where she is a member of the Procurement and Board Tenders committees), JMMB Bank (T&T) Limited, JMMB Express Finance (T&T) Limited (where she sits on the Enterprise Risk Management Committee), L.J. Williams Ltd. and the investment management firm, Admiral Capital.

Always generous with her knowledge and time, Aliyah is actively involved with Searchlight TT, an NGO that teaches young adults critical, non-cognitive skills needed to successfully navigate both work and life. Additionally, she works behind the scenes with the charity and fundraising arm of her children’s primary school. She has also worked to support the fundraising and awareness arm of the Coalition Against Domestic Violence. Most recently, she has been inducted into the International Women’s Forum of Trinidad & Tobago, where she supports the development of professional women in Trinidad & Tobago.

Aliyah was appointed as a Notary Public for Trinidad & Tobago in February 2022.

CONTACT US

Life is all about navigating change. EQ is flexible enough not only to go with the flow, but to anticipate shifts in the tide.

Request a FREE Consultation  

T / +1(868) 267-3737

E / admin@exeqtrust.com

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