Principal, High Net Worth Services, PwC Canada
Angela is a Principal in the High Net Worth tax group of PwC. Working exclusively in tax planning, Angela is responsible for providing sophisticated estate planning services to shareholders of private and public companies and to other wealthy individuals and families. She advises on will and probate fee planning, tax planning for estates, charitable giving strategies, immigration and emigration planning, the use of domestic and offshore trusts and their taxation, buy-sell planning, estate freeze and capital gains exemption planning techniques, creative uses of insurance and distribution planning for corporations and trusts.
Angela has over 20 years of experience in providing high-end tax advice and planning to clients. Angela graduated with an LL.B. from the University of Toronto and was called to the Ontario Bar in 1997. While no longer practising law, she did practice for over 9 years as a tax lawyer in both an in-house counsel role and in a top-tier Toronto law firm. She is a member in good standing at the Law Society of Upper Canada, a member of the Canadian Tax Foundation, Ontario Bar Association, Law Society of Upper Canada, and the Society of Trust and Estate Practitioners.
Angela is the current tax advisor to CALU and has spoken at a number of conferences for the Society of Trust and Estate Practitioners and the Conference for Advanced Life Underwriting on various estate planning topics. Angela has also co-written a paper for the 2010 and 2013 Canadian Tax Foundation Annual Reports on the new non-resident trust rules as they apply to personal trust and has authored articles for the Canadian Tax Foundation, the Conference for Advanced Life Underwriting and Federated Press.
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