26 Wellington St. East, Suite 800, Toronto, ON M5E 1S2
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As a Vice President in the Toronto office, Brent works with a variety of individuals who have financial planning needs in both Canada and abroad. His client base includes professional athletes, entrepreneurs, and corporate executives.
Brent’s approach is to lay out all options for an individual, and then discuss the pros and cons of each so that his clients can make informed decisions.
Brent worked as an intern with Ernst & Young LLP and later went on to article there and earn his Chartered Accountant (CA) designation. After becoming a CA, Brent had his first exposure to the cross-border issues facing U.S. and Canadian expatriates – an area in which he now specializes.
Brent later joined BDO Canada LLP, eventually working his way up to a senior manager role in BDO’s U.S. tax department. He joined T.E. Wealth in 2013 to broaden his horizons, and to offer his clients a full complement of financial planning services.
Brent holds an Honours Bachelor of Commerce degree from Queen’s University. While at Queen’s, he was a perennial member of the Dean’s Honour List, as well as an academic scholarship recipient. In his spare time, he volunteered with the Kingston Frontenacs Hockey Club, eventually becoming an Ontario Hockey League scout – a pastime he continues today with the Ottawa 67’s.
T.E. has provided me, for the past 15 years, with effective support for all of my financial and tax planning needs in a complex situation that involves matters in both the United States and Canada. Brent Soucie is very knowledgeable about tax implications on both sides of the border and has been a valuable resource in efficiently navigating through those complexities.
E. A., Pittsburgh PA
Brent has always provided me great service both from a timeliness and a quality aspect. I have also heard great things about him from other clients. I would have no hesitations recommending his services to potential customers.
Marcel Gingras, Oakville, ON
Though my husband and I are highly competent in our own fields of work we tend to think of ourselves as naive about money matters so we were skeptical and a little anxious about working with a financial consultant to get a handle on our retirement plans and budget. Our meeting with Brent Soucie was comfortable and extremely helpful in clarifying our financial situation, and the written report he provided later was thorough and specific. The best part was discovering that we were in better financial shape than we’d thought!
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