Stephanie Pantaleo, CPA, MTax, CIM^®, TEP

Stephanie Pantaleo leads Pembroke’s Wealth Management team, advising individuals, families and business owners with integrity, expertise and meticulous attention to detail. Stephanie’s leadership extends to Pembroke’s Management Committee, where she contributes to strategic planning and firm-wide initiatives.

Stephanie takes a holistic approach to wealth advisory, drawing on a well-rounded background in personal and corporate income tax planning and compliance across a broad range of areas, including estate planning, owner-manager corporate reorganizations, and international tax.

As the lead of Pembroke’s Wealth Management Team, Stephanie works closely with clients, advising them on all aspects of family wealth matters, including tax, estate and philanthropic planning. She helps her clients to manage, protect and grow their wealth with confidence and clarity, enabling them to navigate life’s complexities.

Outside of work, Stephanie mentors aspiring professionals in finance and tax. She finds joy in spending time with her husband and young son, and enjoys a competitive game of tennis, biking and reading non-fiction.

Highlights

• Leads Pembroke’s Wealth Management team
• Member of the Pembroke’s Management Committee
• Over 15 years’ experience with a background in personal and corporate tax planning, including trust and estate planning as well as family structures

Relevant Experience

• Delivered complex tax and estate planning for high-net-worth families and business owners at a mid-sized Toronto accounting firm
• Advised on cross-border and succession matters at a large Canadian family office
• Former university lecturer and ongoing mentor to future professionals in tax and finance

Education and Professional Designations

• Trust and Estate Practitioner, The Society of Trust and Estate Practitioners (Canada)
• Chartered Investment Manager (CIM^®), Canadian Securities Institute
• Chartered Professional Accountant
• Master of Taxation, University of Waterloo
• Bachelor of Commerce, University of Toronto

Leadership and Community

• CPA Canada, In-Depth Tax Course In-Residence Facilitator
• Member of the Rotman School of Management, University of Toronto, Alumni Mentorship Program