Leadervest
Vice President, Estate Planning & Tax
Job Description
Our client, a leading national wealth management organization, is seeking a
Vice President, Tax & Estate Planning
to provide advanced tax strategy, estate planning expertise, and high-net-worth wealth management advisory support across the Ontario market. Based in the Ottawa area, this executive will partner closely with direct clients, financial advisors, portfolio managers, and internal planning teams to deliver sophisticated tax‑efficient solutions for affluent families, business owners, and incorporated professionals.
This is a strategic client‑facing role combining deep technical expertise with strong relationship management to elevate the firm’s overall planning capabilities.
Key Responsibilities
Provide advanced
tax, estate, and succession planning
advice to high-net-worth clients across Ontario.
Analyze complex client situations including corporate structures, trusts, estate freezes, intergenerational wealt...
Vice President, Tax & Estate Planning
to provide advanced tax strategy, estate planning expertise, and high-net-worth wealth management advisory support across the Ontario market. Based in the Ottawa area, this executive will partner closely with direct clients, financial advisors, portfolio managers, and internal planning teams to deliver sophisticated tax‑efficient solutions for affluent families, business owners, and incorporated professionals.
This is a strategic client‑facing role combining deep technical expertise with strong relationship management to elevate the firm’s overall planning capabilities.
Key Responsibilities
Provide advanced
tax, estate, and succession planning
advice to high-net-worth clients across Ontario.
Analyze complex client situations including corporate structures, trusts, estate freezes, intergenerational wealt...