As a 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
North American Wealth Award Nominations 2020:
Finalist in 3 Categories
What do I want to share with my heirs about my values and life experiences while I still can?
What do other successful families do about educating future generations?
What would happen to my family and business if I were suddenly gone tomorrow?
Is it possible that there might be other tax ideas we haven’t considered yet?
Who will make the important decisions and coordinate things after I’m gone?
Do I wonder sometimes if our planning done in the past is still relevant?
Are my investments properly compensating me for the risk I’m taking?
Which of my investments or accounts are no longer serving their intended purpose?
What do I expect market returns to look like in the next five years?
What is my Strategic Asset Allocation?
