About Natalie
Natalie is a Trust and Estate Practitioner (TEP) and member of STEP Canada with over 30 years of experience in public accounting. At Freelandt Caldwell Reilly LLP, she specializes in estate planning, administration, and tax compliance, guiding clients through terminal and estate returns, and obtaining CRA clearance certificates.
With over a decade as an Estate Trustee, she has administered estates with and without wills, offering practical, tailored advice to executors. Natalie is skilled in managing complex estates, intestacies, and tax-efficient strategies for beneficiaries, including those with disabilities.
She also brings decades of experience in personal and corporate tax, financial reporting, and business advisory. A committed mentor and former chair of her firm’s Client Retention Committee, Natalie is dedicated to both client success and professional development.
Whether for estate planning, tax strategy, or administration, Natalie is ready to help you achieve your financial goals.
