Wendy is a Principal in Manning Elliott’s Tax Group. Her practice focuses on estate planning, post-mortem planning in the context of private companies and double taxation, and corporate reorganizations for Canadian owner-managed businesses.
About Wendy
Wendy specializes in estate planning and tax services for individuals with disabilities, and also provides taxation advisory services for not-for-profit and charitable organizations. She works closely with each of her clients to help them reach their goals by formulating tax-effective strategies and collaborates with legal counsels to implement them.
Education
Wendy is a frequent presenter on taxation matters and has authored numerous tax articles. She has co-authored papers published by the Canadian Tax Foundation in the 2020 YP Focus Virtual Conference (Toronto: Canadian Tax Foundation, 2020): “Using Discretionary Trusts Effectively: Pragmatic Planning for a Complex Tax World”, and in the 2024 British Columbia Tax Conference (Toronto: Canadian Tax Foundation, 2024): “Estate Planning for Beneficiaries with a Disability”. She has been a member of the planning committee for the BC Tax Conference since 2022. Wendy articled for a national accounting firm in Edmonton, Alberta, where she attained her Chartered Accountant designation in 2001. A tax practitioner for over 20 years, she has completed all levels of the CPA In-Depth Income Tax Course, as well as other advanced-level tax courses. Wendy received the TEP designation in 2022 from STEP Canada.