Louis-Philippe de Sève-Bergeron

Bank of Montreal @BMO

Ottawa, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Present

Bank of Montreal @BMO

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EDUCATION

1999 — 2003

University of Sherbrooke

LL.B and M. Tax, Tax planning

N/A

College de Sherbrooke

Humanities

SKILLS

Business AdvisingTrustsMedium BusinessTax ResearchFinancial AnalysisIncome TaxTax LawTaxFinancial PlanningCorporate FinanceCorporate TaxTax PreparationFinancial PlannersTax AdvisorySmall BusinessNegotiationPublic SpeakingEstate PlanningMergers & AcquisitionsFamily BusinessIncorporation

ABOUT LOUIS-PHILIPPE DE SÈVE-BERGERON

We do not control the outcomes on the financial markets, the changes in our taxation laws or our global economy. However, we do control how we structure our businesses and our wealth. My core principle is to simplify what is complex and make it into more manageable elements that can be acted upon and tracked.As an avid reader and learner, I recognize that the tax ecosystem is always evolving and as such, my responsibility is to adopt a growth mindset to ensure relevant advice is being provided at all times.I am a lawyer holding both a Master of Taxation and the T.E.P. designation, provides high-level tax advice to business owners and professionals alike. I offer consulting services on creating the appropriate structures to maximize the ongoing tax benefits allowed by our tax laws, assisting families during intergenerational transfers, and helping them with estate planning.

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