Rémi Lalonde Defilippi
Toll Free: 1 877-725-0055
399, rue Principale
108, rue Principale
101, chemin Lakeside
1501, McGill College Avenue, Ste 3200
1850, Panama, Ste 400
LL.L, Fin. PL., TEP, Vice-President & Sr Wealth Management Consultant - Wealth Management Group
Tel: (514) 286-7243
brings years of expertise and experience in tax, legal and financial
planning with high net worth and business clients. He gained his
expertise first as a private practice solicitor, then as a Senior Tax
Manager with a large international accounting firm and finally as a Tax
& Estate Consultant for a pre-eminent Canadian insurance company.
has completed the In Depth Tax course with the Canadian Institute of
Chartered Accountants (1989) and in 2008 completed his Master in
International Taxation (MIntTax) with the University of New South Wales
(UNSW in Sydney, Australia). Jean has been a member of the Quebec Bar
Association since 1981 and is a member of the Quebec Tax & Financial
Planning Association, International Fiscal Association, Quebec
Financial Planning Institute, Society of Trust & Estate
Practitioners (TEP) and Canadian Tax Foundation.
His ability to share his expertise in the area of complex tax and estate issues adds a highly valuable asset to our team.