Wendy D. Templeton

Drawing on more than three decades of multidisciplinary experience across private practice, the tax department of a national accounting firm, and the trust, wealth and investment management groups of a major Canadian bank, Wendy brings a practical, integrated approach to estate planning. Her practice focuses on tax, trusts, and estates, including business succession and Canada–US cross-border issues.

A trusted adviser to high-net-worth individuals and families, business owners, charities and not-for-profit organisations, and financial institutions, Wendy is known for her personable manner and deep technical knowledge. She works seamlessly with clients’ investment and other professional advisers to address the full range of estate planning needs.

Wendy helped design the four-course Diploma Programme for the Society of Trust and Estate Practitioners (STEP) Canada and was the original author of three of its academic texts. She has written, lectured, and published extensively for the Canadian Bar Association, the Law Society of Ontario, and STEP, including notable work on the taxation of trusts and estates course within the Diploma Programme. A past Chair of the CBA’s National Wills, Trusts and Estates Section, she also co-founded the CBA National Will, Estate and Trust Fundamentals Course. In 2023 she published “Estate and Post-Mortem Tax Planning with Wills, Multiple Wills, and Alter Ego or Joint Partner Trusts” in the Estates, Trusts & Pension Journal.