Director of Finance
Terri Heggum-Allen spent the first part of her career with a special focus on small and family businesses. Then, in pursuit of a comprehensive grounding in tax planning, Terri took a position as Tax Manager in the Tax Department of a national CPA firm, where she completed her Tax In-Depth training.
Having gained this vital experience, she rejoined the family firm, Loftus Allen & Co., with strong technical training in corporate and personal taxation and has been a partner in the practice, specializing in family business, tax and estate planning ever since. In 2019 she received her Arizona CPA to assist with cross-border tax planning.
Terri has completed training as an Imago Educator to facilitate dialogue through difficult conversations. She has extensive experience facilitating business family meetings relating to ownership, family, and business issues.
Terri served as the National Director for the Canadian Association of Family Enterprise, National, from 2000 to 2005, travelling throughout Canada connecting with Family Businesses and assisting them with their communication and technical issues.
Terri served on Connex Ontario Health Services board from September 2010 to June 2018. She was Board chair in her final two years. Connex is Ontario’s Mental Health Helpline. http://www.connexontario.ca/