Wendy Lei, CPA, CA

Wendy Lei

Wendy Lei , CPA, CA

Partner

Wendy is a Partner with MNP’s Tax Services group in Burlington. Wendy specializes in domestic tax planning for Canadian private corporations and their shareholders.

Wendy’s approach is to understand each client’s objectives, and educate them about the advantages, disadvantages, and risks of the alternatives available to them. She helps them make an informed decision on how to proceed, and then helps them implement their chosen alternative. She works closely with family businesses and large corporations in a broad range of industries, including real estate, technology and communications, retail, professional services, and manufacturing.

Wendy delivers specialty tax services, including succession planning, estate and family trusts, corporate reorganization, and acquisition and divestitures.

Wendy graduated from the University of Waterloo with a Bachelor of Accounting and Financial Management (BAFM) in 2012 and Master of Accounting (MAcc) in 2013. She completed the Canadian Institute of Chartered Accountants’ In-Depth Taxation Course Levels I, II and II in 2018 and the CPA In-Depth Tax Issues for Owner-Managed Business course in 2019.


Contact Wendy Today

This field is required.

This field is required.

Phone or Email field is required.

Please enter a valid email.

Phone or Email field is required.

Please enter a valid phone number.

This field is required.

This field is required.

 

Please complete the highlighted fields.

Insights

  • Performance

    November 28, 2022

    Managing your farm’s living and dynamic budget

    Consider your farm’s budget as more than just a limit on your spending. When done properly, budgeting on your farm can be liberating, not limiting.

  • Confidence

    November 28, 2022

    What you need to know about the CRA’s self-assessment tax audit process

    How do you prepare when the CRA requests an audit of specific expenses or deductions you’ve made?

  • Performance

    November 25, 2022

    Managing your farm in an era of rising interest rates

    Rising interest rates present new challenges to farmers, but using the right strategies allows you to stay in control and navigate this period of change.