Wendy Templeton has been providing advice to individuals, families and business for over 25 years, and has appeared successfully before the Tax Court of Canada. Her experience includes the private practice of law, in house at a major financial institution, and tax practice at a major international accounting firm. The unique blending of tax and estate planning background provide clients with an excellent opportunity to explore the tax saving opportunities available as part of the estate planning process. In addition, personal tax planning opportunities can be identified.

Wendy gained her expertise from a background in private practice of law and both the accounting and financial services sector uniquely qualifies her to work with clients, their investment advisors and other professional advisors. Wendy has a reputation for being very knowledgeable, personable, and able to win the confidence of clients and her peers.

Wendy D. Templeton

B.A., J.D., TEP, CFP

Barrister & Solicitor 

Trust & Estate Practitioner

• Author: Taxation of Trusts and Estates in Canada, 3rd Ed, STEP (Society of Trust and Estate Practitioners) 2017 and ongoing; Trust and Estate Planning, STEP 2011, Taxation of Trusts & Estates in Canada, STEP 2010, Wills and Estate & Trust Administration, STEP, 2010

• Chair Canadian Bar Association Wills and Trusts Section (National Executive)

• Frequent speaker and lecturer for professional groups and academic institutions including: The Law Society of Upper Canada, The Ontario Bar Association, Society of Estate and Trust Practitioners (STEP), The Canadian Bar Association, Canadian Tax Foundation, University of Toronto, Osgoode Hall Law School

• Vice President, Estate Planning & Wealth Transfer, BMO Financial Group

• Tax Partner in private practice of Law

• Director of the Mississauga Board of Trade and Chair of the Tax Committee

•  Nine years tax practice in a National Chartered Accounting Firm

Wendy participated in designing the four-course diploma program for the Society of Trust and Estate Practitioners of Canada (STEP) and has written three of the four academic texts used in the STEP diploma program.

Wendy has written, lectured and published extensively on estate and tax issues for professional and academic organizations including the Canadian Bar Association, the Law Society of Ontario and the Society of Trust and Estate Practitioners (STEP). Most notable is her work with STEP with respect to the taxation of trusts and estates course for their Diploma program.

Wendy has been a member with the Society of Trust and Estate Practitioners for over 20 years.

Wendy is a past Chair of the Wills Trusts and Estates Section of the Canadian Bar Association and co-founded the Canadian Bar Association national Will, Estate, & Trust and Fundamentals Course.