Lucie Laliberte Senior Manager Kelowna +1 250 712 6859

As a senior manager in the tax department of the Grant Thornton Kelowna office, I provide specialized tax services in trust and estate planning to owner-managers and private corporations.

Whether my clients are interested in setting up a family trust, transferring their business to the next generation, or distributing business assets during a divorce, I aim to provide sound, objective advice to reduce income tax liability and make the process as smooth as possible.

 

Prior to moving to the Okanagan, I was the Director of the National Tax Department at Raymond Chabot Grant Thornton in Montreal and worked as a full-time professor at Bishop’s University in Québec, teaching tax, accounting and auditing.

In my spare time, I enjoy volunteering in my community as treasurer of the Kelowna City Concert Band and member of STEP Canada.

Qualifications
  • ACIA
  • TEP
  • BComm
  • MSc