Heela is a Senior Associate with Altro Levy LLP. Her practice is focused on assisting individuals with their Canadian tax, estate and business succession planning, including wills, trusts, corporate re-organizations, marriage contracts and estate administration. She is also focused on advising high net worth individuals about the complex and unique interactions between the Canadian and US tax regimes, and developing solutions that ensure efficiency and compliance on both sides of the border. Heela’s cross-border areas of expertise include estate planning for Canadians with US property and Americans living in Canada, structuring ownership of US real estate for Canadian snowbirds, and tax planning for businesses and individuals with filing obligations in both countries.
Heela is a frequent contributor to Altro Levy’s publications and is regularly invited to speak on these topics. Heela has also co-authored articles with the Firm’s managing partner, David A. Altro and has been published in STEP Journal.
Prior to joining Altro Levy, Heela was an Associate in the Estate Planning and Wealth Management Group at Fasken Martineau DuMoulin LLP in Toronto. She earned her J.D. at the University of Western Ontario School of Law and was called to the Bar of Ontario in 2010. She also holds a Bachelor of Arts (B.A.) in Business Administration from York University. She is currently working on obtaining the CICA In-Depth Tax Course certification for Level I.
Heela is admitted to practice law in Ontario.