Heather MacLean, CPA, CGA
(Partner)
Heather obtained her Chartered Professional Accountants (CPA, CGA) designation in 2011. In 2002, she graduated from Saint Mary’s University, Halifax, Nova Scotia, with a Bachelor of Commerce in Marketing and Management.
She originally joined MTI in 2005 as a student, and became a partner in 2015. She is currently the Manager of the firm’s Estates and Trusts practice area.
Heather’s work is primarily focused on Estates and Trust tax compliance, planning and accounting. She assists estate executors and trustees with the tax compliance and tax planning aspects of Estate and Trust administration. Heather’s trust tax experience encompasses a range of trust types, including testamentary trusts, trusts for disabled beneficiaries and minors, alter-ego trusts, spousal trusts, and other inter vivos trusts. Heather’s clients include executors and trustees who are administering a loved one’s Estate, as well as professional trust companies, the Public Guardian and Trustee of BC, and other professionals requiring estate and trust advisory services.
Heather has presented on estate and personal tax topics to various community groups and professional organizations. In addition to her work in Estates and Trusts, she provides personal and corporate tax and accounting services to a select group of clients.
Heather is a long-standing member of the Estate Planning Council of Vancouver and is currently serving as Vice President of the Board of Directors for the Burnaby Association for Community Inclusion (BACI).
