Wendy is a principal in Manning Elliott’s Tax Group, with a focus on corporate reorganizations, estate planning and business succession for Canadian owner-managed businesses.
Wendy also assists clients with business acquisitions and divestitures and has a special interest in tax matters relating to charities and disabilities.
She 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 obtained her Bachelor degree from Brandon University in Manitoba and 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.