Isabel Da Silva
Senior Relationship ManagerAs a Senior Relationship Manager, Isabel works closely with clients to support their estate and tax planning needs, while helping streamline and manage the complexities of their family dynamics. Isabel’s role is rooted in building strong, trusted relationships and delivering tailored solutions that align with each family’s long-term goals.
Highlights of Isabel’s Career To Date
- KPMG Family Office: As the Financial Controller, Isabel oversaw the financial operations of her clients, including consolidated reporting, cash flow management, and financial planning.
- SEI Investments: Isabel was the Sr. Manager, Fund Administration, leading investment accounting and financial reporting, overseeing the audit processes, managing profitability analysis, and supporting corporate financial strategy.
Professional Credentials & Qualifications:
- Chartered Professional Accountant (CPA)
- Undergraduate degree in Mathematics from York University
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