Wendy is a principal in Manning Elliott’s Tax Group. Her practice focuses on corporate reorganizations, post-mortem planning, estate planning and business succession for Canadian owner-managed businesses. Wendy also advises on taxation matters relating to charities and disabilities.
Wendy works with each client’s unique objectives to formulate tax-effective strategies and works closely with legal counsels to implement them. She takes special care to give clients clear information about their situations – ensuring that they are able to make the best financial and tax decisions. Wendy’s team approach combines various levels of experience and expertise within the firm, to deliver the best value to clients.
Wendy has served on various boards, such as the Devon Economic Development Board, the Edmonton Down Syndrome Society and as a treasurer for the Family Support Institute. She has also been an advocate in the disability community.
Wendy is a frequent presenter on taxation matters and has authored numerous tax articles. She also co-authored a paper published in the 2020 YP Focus Virtual Conference (Toronto: Canadian Tax Foundation, 2020): “Using Discretionary Trusts Effectively: Pragmatic Planning for a Complex Tax World”. She articled for a national accounting firm in Edmonton, Alberta, where she attained her Chartered Accountant designation in 2000. A tax practitioner for over 15 years, Wendy has completed all levels of the CPA In-Depth Income Tax Course, as well as other advanced-level tax courses. She recently obtained the TEP designation and became a member of STEP Canada.