Sophie Casgrain is a tax specialist who holds a Master's degree in taxation (LL.M.) from HEC Montreal and the Université de Montreal. She began her practice in the tax services group of PwC Quebec, mainly in wealth management and corporate reorganizations, after having completed her articleship at the Principal Directorate of Tax Legislation of Revenu Quebec, in the technical interpretation department.
Her expertise is focused on tax planning for shareholders of private corporations, whom she assists in various types of internal reorganizations, as well as in business purchase and sale transactions. She also advises high net worth individuals on estate planning, private trust and family wealth planning. This expertise has led her to undertake the Trust and Estate Practitioner certification which she has now completed. Sophie is also the author of several publications and conferences on this subject.