Denika Heaton web

Denika Heaton, BBA, JD, TEP, CEA

Tax and Estate Planning Specialist, Private Wealth

Denika Heaton is a Tax and Estate Planning Specialist at Mawer Investment Management Ltd., which she joined in 2023.  She is responsible for providing the Individual Client Management team with tax, trust, and estate planning solutions for high-net-worth clients and business owners. Ms. Heaton is a Canadian lawyer (Alberta) and US Attorney (Massachusetts).

Previously, Ms. Heaton was an Assistant Vice President, Tax, Retirement and Estate Planning Services with Manulife Investment Management, covering Western Canada. Prior to that, she practiced as a tax and trust lawyer at a boutique tax law firm in Calgary, focusing on cross-border tax issues.

Ms. Heaton has completed parts I, II, and III of the Chartered Professional Accountants (CPA) In-Depth Tax Course. Since 2017, she has also been a facilitator for the In-Depth Tax Course, imparting complex tax concepts on the next generation of tax professionals.

Ms. Heaton holds a Bachelor of Business Administration (Accounting), a Juris Doctor (Laws) from the University of New Brunswick, is a Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP), and is a Certified Executor Advisor (CEA).

Ms. Heaton is a member of the Law Society of Alberta, a Massachusetts attorney licensed with the Board of Bar Overseers of the Supreme Judicial Court of Massachusetts, a member of the Boston Bar Association, a member of STEP, and the Canadian Tax Foundation.