Elizabeth uses her extensive background in tax and estate planning to identify advanced customized tax minimization strategies, comprehensive estate plans, and integrated retirement cash flow solutions for our clients. She has 30 plus years of experience advising high net worth families in tax and estate planning. Elizabeth uses this extensive experience to help clients successfully plan and co-ordinate their wealth to provide the resources to accomplish their lifetime goals, enjoy life’s great moments and to provide lasting legacies.

Prior to joining the Steele Wealth Management team, she worked in corporate and personal income tax planning for a national accounting firm, managed the accounting department of an international manufacturing company, provided tax and estate planning consulting for a leading life insurance and financial services company, and presented at various industry conferences. Elizabeth holds an Honours Bachelor of Mathematics degree from the University of Waterloo.

She is an enthusiastic parent of two children and enjoys spending time with her friends and family at the cottage.