Stephanie Pantaleo, CPA, MTax, CIM®
Director of Family Office ServicesStephanie is an experienced advisor to families and private businesses specializing in providing personal and corporate income tax planning strategies and compliance advice in numerous areas including estate planning, corporation reorganizations, and international tax. She is recognized for her high integrity and dedication to her clients, who value Stephanie’s expertise and attention to detail to properly identify their needs and provide optimal solutions tailored to their circumstances. Stephanie previously served in the tax department of a large family office (2009 to 2019) and as a manager/mentor in a mid-size accounting firm (2019 to 2020).
Academic Achievements, Memberships, and Professional Designations
- Chartered Investment Manager, Canadian Securities Institute (2021)
- Chartered Professional Accountant (2017)
- University of Waterloo, Masters of Taxation (2015)
- University of Toronto, Bachelor of Commerce (2013)
- Recipient of the Rotman Commerce Leadership Award (2013)
Current Professional Activities
- Course Director and Lecturer, Taxation, York University (2018 to present)
- CPA Canada In-Depth Tax Course In-Residence I Facilitator (2018 to 2019)
