“I provide clients with clear, practical information to help them make decisions aligned with their goals.”
Wendy’s practice focuses on estate planning, post-mortem planning, and corporate reorganizations for owner-managed businesses and high-net worth individuals. She specializes in disability estate planning, post-mortem pipeline plans, and tax advisory for non-profit and charitable organizations. Wendy works with each client’s unique objectives to formulate tax-effective strategies and works closely with legal counsels to implement them.
Wendy is currently a member of the Canadian Tax Foundation’s Board of Governors and is also an advocate in the disability community. She is a frequent presenter on taxation matters, teaches for the Chartered Professional Accountants of British Columbia, and has co-authored papers for the Canadian Tax Foundation on discretionary trusts and disability estate planning.