Tim Brisibe leads the Mackenzie team of tax, legal and advanced wealth planning professionals who provide perspective and expertise to support advisors in addressing the complex planning needs of their clients.

Tim has spent his career in wealth management, specifically in estate/trust administration, high/ultra-high net worth planning, business and farm transition and continuity, cross border planning, inter-generational wealth transfer, tax strategies, legacy planning, philanthropy, trust and estate planning, and disability planning.

Tim has completed Levels I, II and III of the Canadian CPA In-Depth Tax Program and holds the Masters Financial Advisor–Philanthropy (MFA-P™), Trust and Estate Practitioner (TEP) and Family Enterprise Advisor (FEA™) designations. He earned a Bachelor of Laws (LLB) and a Master of Laws (LLM) from California Western School of Law, and a Master of Laws in Taxation Law (LLM) from Osgoode Hall Law School at York University.

Guerlane Noël, Assistant Vice-President, Tax and Estate Planning at Mackenzie Investments, is based in Montreal and primarily supports the Retail Distribution teams in Quebec.

Guerlane has extensive professional experience in taxation, acquired through roles in both the public and private sectors. She spent several years at Revenu Québec, where she specialized in tax litigation and managed complex objection files. She also worked at the Canada Revenue Agency, where she developed a strong expertise in tax administration. Her roles in the private sector helped refine her skills in tax compliance and strategic tax planning while advising clients across various industries.

Guerlane earned a Master’s in Taxation Law (LL. M. Fisc.) from HEC Montréal. She also holds the Canadian Chartered Professional Accountant (CPA) and the Trust and Estate Practitioner (TEP) designations. She has also earned the Family Enterprise Advisor (FEA™) designation, which deepens her expertise in advising family-owned businesses by integrating financial, legal, and relational dynamics to enhance their long-term sustainability and succession planning.

An active member of the Association de Planification Fiscale et Financière (APFF) and the Canadian Tax Foundation, Guerlane is also committed to knowledge transmission as a graduate level lecturer in taxation at the Université du Québec à Montréal (UQAM).

Flora Kampogo, Director, Tax and Estate Planning at Mackenzie Investment, is based in Toronto and primarily supports the Retail Distribution teams in Eastern Ontario.

Flora has extensive experience in taxation, gained at investment management and large public accounting firms where she worked with a variety of clients, including investment fund managers and high-net-worth individuals. Her expertise spans investment fund taxation, private equity taxation, registered plans taxation, retirement and estate planning, as well as corporate, partnership and trust tax issues. She also assists advisors with any tax and estate planning issues and is a resource to the Retail Distribution teams in providing education and information regarding relevant tax and estate matters.

Flora holds the Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP) designations and has completed Levels I, II and III of the Canadian CPA In-Depth Tax Program.

Alexandra Nadeau, Director, Tax and Estate Planning at Mackenzie Investments, is based in Montréal and supports the Retail Distribution teams across Canada. 

Alexandra has extensive experience in taxation, gained at two of the major global public accounting firms and the Quebec CPA Order. Her expertise includes international tax obligations, voluntary disclosure projects, and U.S. regulatory updates.

Her background in Canadian, cross-border, and international tax issues enables her to provide expert insight on advanced tax matters involving high-net-worth individuals, corporations, trusts, and estates. She also assists advisors with tax and estate planning issues and serves as a resource to the Retail Distribution teams by providing education and information on relevant tax and estate matters.

Alexandra holds the Chartered Professional Accountant (CPA) designation and is a Trust and Estate Practitioner (TEP) candidate. She earned a BAA in Finance and a Master of Taxation (M. Fisc.) from the University of Sherbrooke. 

Cherie Chen, Director, Tax and Estate Planning at Mackenzie Investments, is based in Toronto and primarily supports the Retail Distribution teams in Eastern Ontario and Manitoba.

Cherie brings specialized expertise in the Canadian asset management industry, helping financial advisors navigate tax, estate, trust and retirement planning. She offers practical insights on Canadian registered plans, personal and corporate tax matters, estate and trust structures, long-term wealth-building and wealth transfer strategies. She also delivers technical education and thought leadership on complex planning issues and emerging tax policy.

Cherie holds a Global Professional Master of Laws (GPLLM) from the University of Toronto, Faculty of Law, and a Bachelor of Commerce (BCom) with High Distinction from the University of Toronto, Rotman Commerce. She is fluent in English and Mandarin and holds the Certified Financial Planner (CFP®), Trust and Estate Practitioner (TEP), and Chartered Life Underwriter (CLU) designations.

Jack Liu, Director, Tax and Estate Planning and Head of Farm Succession Planning, is based in Vancouver and primarily supports the Retail Distribution teams in British Columbia.

Jack is an experienced practitioner with a focus in complex estate planning and a particular interest and expertise in family farm succession planning. Jack’s nearly two decades spans capital markets, life insurance, tax, and estate planning. He stays current on legal, tax, and compliance issues, including relevant rules and regulatory updates in Canada, the United Kingdom, and key East Asian countries. Investors and advisors alike have also benefited from Jack’s extensive experience in legal, tax, financial, business succession planning, and strategic philanthropy.

Jack holds Bachelor of Science from University of British Columbia, Bachelor of Laws from University of London, and Master of Laws in International Business Law from University of Liverpool. In addition, he holds Certified Financial Planner designation with FP Canada Financial Planning Standards Council and Chartered Investment Manager designation with Canadian Securities Institute.

Matt Trotta, Director, Tax and Estate Planning and Head of Trusts and Estates, is based in Calgary and primarily supports the Retail Distribution teams in Alberta, Saskatchewan, and Manitoba.

Matt is an experienced tax and succession planning lawyer called to the Alberta bar in 2013 with a primary focus in corporate succession, estate planning, and post mortem tax planning for private clients with complex families or assets. Matt also has significant practice experience in corporate law matters, taxation of trusts, trust and estate dispute resolution, tax disputes, administration of trusts and estates, as well as cross border estate matters. Matt is a two-time recipient of the Wayne Adams Young Practitioner Writing Award for his co-authorship of two CTF publications on taxation of trust matters.

Matt earned an American Juris Doctor from the University of Detroit Mercy and a Canadian Bachelor of Laws (LLB) from the University of Windsor. Matt is an active member of the Canadian Tax Foundation, and holds a Trust and Estate Practitioner (TEP) designation. Matt has also successfully completed the CPA Canada In-Depth Tax Course – Parts I,II, and III, and the CPA Canada In-Depth Tax Issues for the Owner Manager Business course.