CPA, CA, TEP, FEA, CFP®
Senior Vice-President, Advanced Wealth Planning Group
Michelle joined Wellington-Altus Private Wealth in September 2020. Based in Toronto, she oversees the Advanced Wealth Planning Group and Wellington-Altus wealth initiatives across Canada. Michelle is well known for her love of talking tax, retirement and wealth transfer and for “making the complex, simple.”
Michelle graduated from Brock University, with a Bachelor of Accounting (Hons.Co-op) and has obtained her CPA, CA, TEP, FEA and CFP® designations.
© 2022 Wellington-Altus Financial Inc., All rights reserved.