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Chantal Copithorn
Tax Partner at PwC
Professional Background
Chantal Copithorn is a distinguished partner in the High Net Worth Tax Group at PwC, where she has dedicated her career to providing exceptional tax planning and compliance services to shareholders of private companies and other high net worth individuals. With nearly two decades of experience at PwC, Chantal has established herself as a leader in the field of tax advisory, focusing on various aspects of tax planning that encompass estates, trusts, and individual wealth management.
Throughout her illustrious career, Chantal has offered expert guidance on intricate topics such as estate tax planning, the utilization of trusts, will planning, as well as distribution strategies for corporations and trusts. Her extensive knowledge also includes helping clients navigate charitable giving strategies that maximize their philanthropic impact while minimizing tax liabilities.
Chantal’s professional journey at PwC commenced in 2003. Over the years, she progressed from Manager in Corporate Tax to Senior Manager, solidifying her expertise before achieving her current esteemed position as a partner. Her commitment to client service, technical knowledge, and strategic thinking has made her an invaluable asset to both her clients and PwC.
Education and Achievements
Chantal Copithorn’s academic background is as impressive as her professional accomplishments. She studied at McMaster University, where she earned an Honours Bachelor of Commerce degree in Accounting, laying a strong foundation for her future endeavors in tax planning and compliance. Following her undergraduate studies, Chantal further advanced her expertise by completing various specialized courses through the Canadian Institute of Chartered Accountants (CICA). Her education included the In Depth Tax Course Parts I, II, and III, as well as advanced tax issues that specifically address the needs of owner-managed businesses.
In addition to her formal education, Chantal is recognized as a Chartered Professional Accountant (CPA) and is also designated as a Trust and Estate Practitioner (TEP). These prestigious credentials are a testament to her commitment to professionalism and her ongoing dedication to her field.
Chantal shares her knowledge and insights with the community through her involvement in numerous professional organizations. She is currently co-chair of the Estates and Trust Practitioners Forum, where she provides leadership and guidance on best practices within the field. Furthermore, her expertise has been sought after as a keynote speaker for esteemed organizations such as the Estate Planning Council of Toronto, Women President’s Organization, and the Canadian Tax Foundation Technical Session focusing on young practitioners.
Through her commitment to sharing knowledge, Chantal has also contributed to published works, including the “Guide to Charitable Giving and Estate Planning,” which serves as a resource for practitioners and clients alike who seek to understand the complexities of tax planning and charitable contributions.
Community Involvement and Leadership
Beyond her professional endeavors, Chantal is deeply committed to community service and philanthropy. She currently serves on the Board of St. Joseph's Healthcare Foundation, where she plays a crucial role in supporting healthcare initiatives and programs that benefit the community. Additionally, Chantal is an active member of the Women 4 Change Fund in Hamilton, which focuses on empowering women and promoting positive change through collaborative initiatives.
Chantal Copithorn's multifaceted career and contributions to both the tax profession and her community exemplify her dedication to excellence, leadership, and service. Her extensive knowledge and experience position her as a trusted advisor and thought leader in the realm of high net worth tax planning, while her active community engagement highlights her commitment to making a positive impact. Whether advising clients on complex tax issues or participating in impactful community initiatives, Chantal continues to inspire those around her with her professionalism and passion.
Achievements
- Partner in the High Net Worth Tax group at PwC
- Chartered Professional Accountant (CPA)
- Trust and Estate Practitioner (TEP)
- Co-chair, Estates and Trust Practitioners Forum
- Keynote speaker for notable organizations including the Estate Planning Council of Toronto and Canadian Tax Foundation
- Contributor to the “Guide to Charitable Giving and Estate Planning”
- Panelist at CFA Private Wealth Conference and Canadian Association of Gift Planners (Golden Horseshoe)
- Board member of St. Joseph's Healthcare Foundation
- Active member of Women 4 Change Fund in Hamilton.
Location
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