In her role as tax specialist at fdp Private Management, Ms. Nantais works closely with the wealth management team, offering customized recommendations to professionals to optimize their financial situation.
Ms. Nantais developed her professional expertise as a financial planner and senior tax advisor with leading Canadian organizations. In this capacity, she advised clients on various tax and financial matters, including withdrawal optimization, investment income management and estate planning. She was also a reference in estate taxation, transactional reorganizations and tax compliance for individuals, trusts and corporations. At the same time, she shared her expertise as a lecturer at ESG UQAM, teaching income tax to students in the Bachelor of Accounting program.
Holder of a financial planning diploma from the Institut de planification financière (IPF) (2022), Audrée-Anne Nantais also holds a Master’s degree in Law, taxation option (LL.M.) (2020) from the Université de Montréal and HEC Montréal, a D.E.S.S. in professional accounting (CPA) (2017) and a Bachelor’s degree in Business Administration (B.A.A.) (2016) from HEC Montréal.
