CPA, CA, TEP, FEA, CFP®
Senior Vice-President, Advanced Tax & Estate Planning
Michelle Connolly is the Senior Vice-President, Advance Wealth Planning leader at Wellington-Altus Private Wealth. She is responsible for overseeing the Advanced Wealth Planning team and for providing income tax, retirement and wealth transfer support to Wellington-Altus investment advisors and their clients. Michelle is Chartered Professional Accountant, Trust and Estate Practitioner, a Certified Financial Planner and holds a Bachelor of Accounting, Honours (Co-op) from Brock University. Her community involvement includes speaking on Financial Literacy and Estate Planning matters for CPA Canada, the incoming chair of the sponsorship committee for STEP (Toronto), being an ambassador for Sick Kids and Camp Oochigeas/Camp Trillium, and sitting on the audit committee for the Kensington Health Foundation.