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Stephanie focuses on advising private companies, their shareholders and high net worth families. She is an active member of the Family Office team in KPMG’s Calgary office. Through long-term relationships Stephanie has fostered over more than a decade, she has developed a distinction for delivering end-to-end services from start-up through to eventual exit; common to all private enterprises (be it a generational transfer, a sales transaction or winding down operations). Her experience includes corporate tax reorganization, succession and estate planning, merger & acquisition transactions, partnership structuring, and Canadian corporate and personal tax compliance. Over her career, she has worked in various industries including real estate & construction, technology, and a variety of service companies.
She can service her clients in both French and English.