Helena Gagne is Executive Director of the Family Office. With experience in corporate tax planning and estate and personal planning, she advises clients on the development and implementation of tax optimization strategies and structures that allow the accumulation and transfer of wealth. She is regularly consulted on corporate reorganizations and tax and trust law in Canada. During her career in leading law firms in Montreal and at KPMG, Helena has developed strong relationships with high net worth individuals and private clients for whom she provides personalized tax and estate planning advice. Member of the Quebec Bar is a member of the Society of Trust and Estate Practitioners and is internationally recognized as a Trust and Estate Practitioner (TEP), she completed a Master of Laws (Taxation) at HEC Montreal and University of Montreal. She has also taught law courses at the Master of Laws (Taxation) at HEC Montréal and she regularly gives lectures on the topics of tax and estate planning and trust law.