Cheryl Norton
Cheryl Norton,
CPA, CA, CFP®
REGIONAL VICE-PRESIDENT, WEALTH PLANNING
Cheryl Norton – My Story
As Regional Vice-President, Wealth Planning, Cheryl Norton works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Cheryl has a particular focus on tax and estate planning strategies for business owners, farmers,professionals and other affluent individuals and families.
Cheryl joined CI Assante Private Client in 2018 after delivering tax planning services primarily in two multi-national public accounting firms, as well as holding senior tax and estate planning positions in the financial services and insurance industry. Cheryl’s expertise includes tax, estate and trust planning, business succession planning, intergenerational wealth transfer strategies, risk management, philanthropy and charitable giving. Her overall professional experience in tax and wealth planning exceeds 20 years.
Education
- CHARTERED PROFESSIONAL ACCOUNTANT (CPA, CA), Canadian Institute of Chartered Accountants
- Certified Financial Planner® (CFP), Financial Planning Standards Council
B.Comm, University of Windsor
Member of the Chartered Professional Accountants of British Columbia (CPABC)
Canadian Institute of Chartered Accountants In-Depth Tax Program.
Client
Testimonials
Over 25 years of working with Legacy Family Office has given us the confidence to make informed decisions that have seen us succeed through all of life’s transitions, including moving on from our professional business lives into an amazing retirement where we are living the life we’d always dreamed of – without worry.
– Alan and Margaret