Tax is a vital economic and social driver. It funds key public services, such as education, infrastructure and healthcare. It can also be complicated and have significant impacts on commercial and individual finances.

Over her 32-year career, Cathie has guided clients through all types of tax complexities—from Canada Revenue Agency audits, to buying and selling a business, to structuring corporate investments, to personal tax planning. She has built this strong legal practice along with robust relationships with influencers in the tax, business and philanthropic communities.

Cathie’s experience and network allows her to connect clients with the people, opportunities and solutions they need to succeed.

Services
Tax, business and legal solutions CRA audits
Mergers & acquisitions CRA appeals
Corporate domestic tax planning Trusts
Compliance issues Personal tax and estate planning
Tax planning issues related to investments by Canadians in foreign jurisdictions and by non-residents of Canada in Canada

Cathie has significant experience resolving complex disputes at the audit and appeal levels within the Canada Revenue Agency (CRA). This has helped her become a sought-after practitioner, because she applies that knowledge to tackling the next challenge.

And when Cathie encounters a challenge, her natural inclination is to power through it with strategy, creativity and practicality. As a result, she has become a trusted advisor to clients, seeing them through not just tax intricacies, but all aspects of commercial transactions.

“How can I help?” This is the question that guides Cathie’s work—not just in her legal practice, but in the many ways that she contributes to the profession and the wider community. Some of Cathie’s contributions include:

  • Being among the founding group that developed the CBA’s Tax Law for Lawyers program, which is now in its 23rd year
  • Upon her move to Vancouver, initiating a Women in Tax event for the Canadian Tax Foundation, bringing women together to celebrate and strengthen their success in the tax industry
  • Serving on the CPA Canada Income Tax Education Committee
  • Educating as an adjunct professor at the Allard School of Law, University of British Columbia
  • Sitting on the Board of Governors with the Canadian Tax Foundation, chairing their Conference Committee, being a member of their Prizes and Awards Committee and serving on several of their conference planning committees
  • Chairing the Ontario Bar Association Tax Section Executive Committee
  • Regularly speaking at seminars that educate practitioners on the evolving areas of tax law
  • Serving on the board and in executive positions for many charitable endeavours, including with the Collegium of the University of St. Michael’s College at the University of Toronto, the Canadian Breast Cancer Foundation, the Canadian Mothercraft Society and the Ross Memorial Hospital, among many others

Just as tax provides economic and social development, Cathie’s profession provides a platform to help others succeed. She feels incredibly fortunate to have a successful career, and this compels her to pay it forward.

Cathie is well-integrated with the business and wider community, allowing her to put the strength of her network and experience to work for clients. Her priority is service, responding quickly and with practicality to client needs and guiding them through the complex tax and commercial issues that affect families, businesses, communities and livelihoods.

Awards & Distinctions
  • International Tax Review, 2016: Recognized in the Women in Tax leaders guide (Canada)
  • Canadian Legal Lexpert Directory, 2017: Rated Repeatedly Recommended in the areas of Corporate Tax and Estate & Personal Tax Planning
  • LexisNexis - Martindale-Hubbell: BV Peer Review Rated
  • Arbor Award, University of Toronto, in recognition of voluntary service contributions
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Awards & Distinctions
  • International Tax Review, 2016: Recognized in the Women in Tax leaders guide (Canada)
  • Canadian Legal Lexpert Directory, 2017: Rated Repeatedly Recommended in the area of Estate & Personal Tax Planning
  • LexisNexis - Martindale-Hubbell: BV Peer Review Rated
  • Arbor Award, University of Toronto, in recognition of voluntary service contributions
Industry Involvement
  • Joint Committee on Taxation, Canadian Bar Association (Taxation Law Section)
  • Governor, Canadian Tax Foundation, 2012-2015
  • Chair, Canadian Tax Foundation, Conferences Committee, 2013 to 2016
  • Member, Prizes and Awards Committee, 2013 to 2016
  • Member, Income Tax Education Committee of CPA Canada, 2016 to present
  • Member, CBABC Women Lawyers Forum subcommittee, 2017
  • Adjunct professor, Allard School of Law (UBC), 2016 to present
  • Member, Toronto Centre Canada Revenue Agency & Professionals Consultation Group, 2004 - 2007
  • Chair, Taxation Section Executive, Ontario Bar Association 1995-1996
  • Co-chair Ontario Tax Conference, Canadian Tax Foundation 1997, 1998
  • Business Law Assistant Head of Section: Tax, the Law Society of Upper Canada Bar Admission Course, 1992 to 1995
  • Tutor, CICA In-depth Tax Course, Part I, 1988, 1989
  • Faculty member, Canadian Bar Association's Tax Law for Lawyers
Community Commitments
  • Member, Collegium of the University of St. Michael's College at the University of Toronto, 2006-2014
  • Vice-Chair and member, Executive Nominating and Finance and Audit Committees, Collegium of the University of St. Michael's College at the University of Toronto, 2006-2014
  • Director, Canadian Breast Cancer Foundation-Ontario Chapter, 2004-2007
  • Treasurer, Canadian Breast Cancer Foundation-Ontario Chapter, 2006
  • Director of the Canadian Mothercraft Society, 1992-1996
  • Governor, Ross Memorial Hospital in Lindsay, 1996-2000
Education & Call to Bar
  • Calls to Bar: Ontario, 1985; Newfoundland and Labrador, 2005; and British Columbia, 2014
  • St. Michael's College, University of Toronto, 1979
  • University of Windsor Law School, 1983 (Dean’s medal recipient)
External Publications & Presentations
  • “Ballparks Rarely Work: A Primer on Valuations”, Canadian Tax Foundation, BC Tax Conference, 2017
  • Frequent speaker on taxation issues at conferences for diverse audiences
  • “Case Study: Purchase and Sale of a Business/Tax Issues in Documentation”, Canadian Bar Association Tax Law for Lawyers Conference, June 4-9, 2017
  • “Transactions: Tax (Always) Matters”, Canadian Bar Association, May 10, 2017
  • Co-presenter, “Representing a Business: From Start-ups to Mature Corporations”, Canadian Bar Association Skilled Lawyers Series, 2017 January 31, 2017
  • Co-presenter, “Death and Taxes: Uncertainty in 2016 and Beyond”, Canadian Tax Foundation 67th Annual Tax Conference, November 2015
  • “Professional Responsibility and Ethics in a Tax Practice”, Workshop, Annual Conference of the Canadian Tax Foundation, November 2014
  • “Latest Tax Issues in the Sale or Purchase of a Business”, Law Society of Upper Canada, September 2014