10155 102nd St, Suite 2700, Commerce Place, Edmonton, AB
Year called to bar: 1997
Wendi is one of Canada’s leading advisors to private businesses and high net worth individuals. Her practice focuses on tax, business succession planning, trusts and estate planning. She guides entrepreneurs in transitioning their business to a new owner, to key employees or to family members. Wendi’s clients include private and family enterprises, large and small, ranging from professional service firms to construction, manufacturing and technology companies. Wendi also has extensive experience in probate and estate administration. Wendi advises clients at all stages of the business life cycle, including incorporation and initial ownership structure, partnership and shareholder agreements, compensation issues such as employee profit-sharing plans and stock options, acquisitions and divestitures, estate freezes and wealth preservation. She prepares trusts, wills, powers of attorney and personal (health care) directives. She advises on owning US property and planning for US citizens and US beneficiaries. Her approach is practical and multi-faceted, addressing operational, regulatory, tax, succession and family issues. Wendi led Miller Thomson’s national Private Client Services Group, one of the largest and most prominent in the country, for many years.