Stratégies avancées pour propriétaire d'entreprise

Janie Provencher Blais

LL.M. Fisc., FEA, CPA, Pl.Fin.

Janie began her career in Canadian taxation, and joined a life insurance company that advises high-net-worth individuals by integrating sophisticated strategies into their tax and estate planning. In 2018, she joined RBC to pursue her passion: to help families structure their finances in a way that achieves multigenerational success.

Leveraging her technical expertise and understanding of the unique nature of family businesses, Janie applies a holistic approach. She works closely with you and your advisors to implement personalized solutions aligned with your vision.

She holds a master’s degree in taxation, is a Chartered Professional Accountant, an advisor for the Family Firm Institute in Family Business & Wealth Advising, and a professor at the University of Laval, in taxation. She has mastered the topic and is completely qualified to implement it, regardless of the complexity of the estate.

Paule Gauthier

Paule Gauthier, CPA, CA, LL.M, TEP

Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management

Paule specializes in tax and estate planning for ultra-high-net-worth families.

Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.

Paule has a Bachelor’s degree in Commerce from l’École des Hautes Études Commerciales (HEC) and a Master’s degree in Tax Law from the Montreal University. She has completed the Securities Dealers Course from the Canadian Securities Institute.

As a Chartered Professional Accountant, Paule has more than 30 years of experience in tax and estate planning consulting, in CA firms as well as in life insurance and securities dealer companies. Paule is a frequent lecturer at annual conferences and technical seminars of l’Association de planification fiscale et financière and other professional associations and an active writer of reference papers on tax and estate planning topics.

Paule is a member of the executive committee of STEP Montreal and is regularly involved in various committees of the Association de planification fiscale et successorale. Paule is a member of the Ordre des comptables professionnels agréés du Québec, the l’Association de planification fiscale et successorale, the Canadian Tax Foundation, the International Fiscal Association and the Society of Trust and Estate Practitioners.

Nathalie Fisette-Caza

Nathalie Fisette-Caza, MBA, F.Pl., M.Tax, TEP

Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management

Nathalie specializes in tax and estate planning for ultra-high-net-worth families.

As a Vice President, High Net Worth Planning Services, Nathalie, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high-net-worth client.

Nathalie has a Bachelor’s degree in Finance and a Master’s degree in Tax from the University of Sherbrooke. She has also completed a Master in Business Administration from Laval University and a Bachelor degree in international commerce from l’École Supérieure de Commerce (ESC) in Poitiers, France. She is a Certified Financial Planner and has completed the Securities Dealers Course from the Canadian Securities Institute.

Nathalie has more than 20 years of experience in tax, charity and estate planning consulting. Nathalie regularly gives lectures at the Association de planification fiscale et financière (APFF) annual conferences and technical seminars, as well as at other professional association events, and is an active writer of articles on topics related to tax, charity and estate planning.

Nathalie is an active member of the executive committee of Society of Trust and Estate Practitioners (Quebec branch). She is also a member of the Association de planification fiscale et financière, the Institut Québécois de planification financière (IQPF) and the Canadian Tax Foundation (CTF).