Canada: Private Client 2017

We highlight 34 practitioners in this chapter, who stand out for their exceptional work handling trusts, wealth and estate management and management of family offices alongside litigation on behalf of high-net-worth and ultra-high-net-worth individuals.

Most Highly Regarded
1. Martin Rochwerg Miller Thomson, Toronto
2. Pamela Cross Borden Ladner Gervais, Toronto
3. Elena Hoffstein Fasken Martineau DuMoulin, Toronto
4. Margaret O'Sullivan O'Sullivan Estate Lawyers, Toronto
5. Elie Roth Davies Ward Phillips & Vineberg, Toronto

Leading Canadian outfit FASKEN MARTINEAU DUMOULIN achieves five listings this year, and boasts the foremost private client offering in the country.
Elena Hoffstein is highly esteemed for her expertise in personal tax and estate planning where she is considered by market sources to be “a leader in the space”.
Corina Weigl is “a definite must for inclusion” and comes strongly recommended by peers for her excellent counsel on succession planning for both family estates and businesses.
Edgar Frechette is “one of the leading practitioners in the space” in Canada, and is commended for his superb private wealth practice.
Howard Carr is an estate planning specialist, and is well versed in dealing with the whole gamut of related matters from wills and trusts to succession planning.
Maureen Berry is recommended as “a definite inclusion”. Clients include financial planning firms, trustees and family businesses.

Domestic business law firm MILLER THOMSON sees three lawyers achieve nominations in this chapter.
The “excellent” Martin Rochwerg is a tax and estate planning guru with a reputation as one of the most experienced figures in the market. He stands out this year as the leading private client practitioner in Canada.
Rosanne Rocchi receives plaudits for her longstanding presence in the field and is described by sources as “an incredibly strong private client practitioner”.
William Fowlis is renowned for his work advising private businesses, family businesses and high-net-worth individuals on taxation and planning matters.

Canadian tax boutique THORSTEINSSONS achieves three listings in this area.
Paul Gibney is a highly respected trust planner and is regarded within the market asstrong in the private client tax space”.
David Baxter specialises in tax planning for trusts and individuals both in Canada and internationally, and is particularly noted for his expert handling of cross-border structures.
David Thompson is one of Canada’s most accomplished tax planning lawyers with over 30 years’ experience at the bar.

Three leading practitioners at DAVIES WARD PHILLIPS & VINEBERG are recognised this year.
Elie Roth is a very strong attorney and one of the foremost figures in the country when it comes to cross-border and tax matters.
Rhonda Rudick is a leading light in the space with considerable expertise in advising private companies and high-net-worth individuals on estate and tax planning.
Timothy Youdan is one of the most highly respected trusts lawyers in Canada and is noted by peers as “a real leader” in the area.

Leading full-service outfit BORDEN LADNER GERVAIS sees two lawyers recommended for their impressive work in the field.
Pamela Cross is one of Canada’s foremost authorities in taxation and estate and trust planning and boasts “a great reputation” among peers and clients alike.
Arthur Fish receives praise as one of Toronto’s leading counsel on wealth management, and area in which he has longstanding experience.

At ROBINSON SHEPPARD SHAPIRO two practitioners receive nominations.
Marilyn Piccini Roy has great expertise in wealth management, trusts and estates law and is regarded as a trusted adviser to her numerous clients.
Martin Lord possesses over 20 years’ experience in tax planning and asset preservation, area in which he is considered a great strategist and superb counsel.

At O'SULLIVAN ESTATE LAWYERS, founding partner Margaret O'Sullivan is recognised as one of the leading figures in the domestic market on estate, will and trust planning and related litigation.

Rachel Blumenfeld of AIRD & BERLIS is “a leading practitioner for sure” and draws praise from international peers for her impressive work on estates, tax and succession planning.

Hugo Patenaude at KPMG LAW is highly respected for his strong corporate background and his ability to provide tailored solutions for his clients.

HULL & HULL founding partner Ian Hull is known as one of Canada’s best authorities on estates law and “a leader in estates and trust litigation”.

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Nominees have been selected based upon comprehensive, independent survey work with both general counsel and private practice lawyers worldwide. Only specialists who have met independent international research criteria are listed.

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