Nathalie Marchand

Partner | Montréal

514.905.4225

Portrait of Nathalie Marchand

Nathalie Marchand practises in the areas of tax and estate planning. She has more than 20 years of experience providing advice on tax planning, estate planning, succession planning, wills and trusts for corporate and individual clients. She also practices in the area of corporate tax, more particularly in the context of corporate reorganizations, Canada-US cross-border matters and mergers and acquisitions.

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Miller Thomson lawyers recognized in The Best Lawyers in Canada 2019

In the just released 2019 edition of The Best Lawyers in Canada, 144 Miller Thomson lawyers from across the country have been recognized for their expertise in 47 areas of law. This includes 6 lawyers who were awarded “Lawyer of the Year” in...

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Miller Thomson recognized in 2018 Canadian Legal Lexpert Directory

In the recently released 2018 edition of the Canadian Legal Lexpert® Directory, 90 Miller Thomson lawyers across 35 areas of law have been recognized for their industry-leading advisory expertise.  These rankings are the culmination of an extensive annual peer review process...

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Miller Thomson lawyers recognized in The Best Lawyers in Canada 2017

126 Miller Thomson lawyers from across the country and in numerous areas of law have been recognized for their expertise in the 2017 edition of The Best Lawyers in Canada. This result is up from 122 lawyers ranked last year....

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Miller Thomson participation at 18th Annual STEP Canada Conference

Our National Private Client Services Group will be participating in and sponsoring the 18th annual STEP (Society of Trust and Estate Practitioners) Canada Conference scheduled from June 9 -10, at the Metro Toronto Convention Centre. Over 700 delegates have registered,...

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Miller Thomson’s participation at the STEP Canada Conference

Our National Private Client Services Group participated and were Gold Sponsors of the 17th annual STEP (Society of Trusts and Estates Practitioners) Canada Conference on June 18 and 19, at the Metro Toronto Convention Centre. The conference was a huge...

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Nathalie Marchand is quoted in The Gazette on estate planning for non-traditional families.

In the Gazette article, Nathalie Marchand, a partner at Miller Thomson’s Montréal office and one of the editors of its coming book, Miller Thomson on Estate Planning (published by Carswell with a release date this fall), discusses the biggest challenges...

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Miller Thomson has successfully closed the transaction for the sale of the shares of our client H.J. O’Connell Limited to Bird Construction

Miller Thomson has successfully closed the transaction for the sale of the shares of our client H.J. O’Connell Limited to Bird Construction on August 31, 2011. This major and complex transaction, involving a purchase consideration of about $80 million, was...

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Miller Thomson at STEP Canada conference

Our National Private Client Services Group is a Gold sponsor of the 19th annual STEP (Society of Trust and Estate Practitioners) Canada taking place June 12 -13, at the Metro Toronto Convention Centre. Over 700 delegates have registered, making this largest STEP Conference...

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Nathalie Marchand will be a speaker at the “Seminar on Trusts” of the APFF on February 24th at the Omni Mont-Royal Hotel.

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Family Law Issues in Estate Planning

Patricia Fourcand and Nathalie Marchand deliver a presentation entitled “Family Law Issues in Estate Planning” during a breakfast and conference organized by  RBC Dominion Securities Inc., D’Amico Family Wealth Management Group on March 19th 2014 at 1 Place Ville-Marie, 41st floor at 8h30....

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International Comparative Legal Guide to Private Client Laws and Regulation 2018 – Canada

Rahul Sharma and Nathalie Marchand authored the chapter for Canada in this international guide covering issues in private client laws and regulations across 28 jurisdictions, with contributions from Wendi Crowe and Martin Rochwerg. Click here to download the chapter or read...

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Application of Anti-Avoidance Rule to Deny Capital Dividend Treatment

The Federal Court of Appeal (“FCA”) recently upheld the Tax Court of Canada (the “TCC”) decision in Groupe Honco Inc. v. R. (2012 TCC 305 and 2013 CAF 128), where capital dividends were re-characterized as taxable dividends by virtue of...

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Federal Budget Review 2013

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CCPC Status Preserved Through Unanimous Shareholders’ Agreement

In the recent case of Price Waterhouse Coopers Inc. Agissant Ès Qualité de Syndic à la Faillite de Bioartificial Gel Technologies (Bagtech) Inc. v. The Queen (2012 CCI 120) (“Bagtech”), the Tax Court of Canada (the “TCC”) ruled that Bagtech...

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Federal Budget Review

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( Available in French only )

Clauses restrictives dans le cadre de la vente d’une entreprise

Le 7 octobre 2003, le ministre fédéral des Finances a annoncé que la Loi de l’impôt sur le revenu serait modifiée afin d’imposer les paiements faits relativement aux clauses restrictives. Cette annonce a été faite en réaction aux causes Fortino et...

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Création d’une fiducie pour détenir une propriété résidentielle située aux États-unis afin d’éliminer les droits successoraux américains

La Revue Stratège, Fiscal and Financial Planning Association, Vol. 28, No. 4

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( Available in French only )

Le Québec et le Canada intensifient leur lutte contre les planifications fiscales agressives

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Provincial Tax: Québec Intensifies its Fight Against Aggressive Tax Planning Schemes

On October 15th, 2009, the Quebec Ministry of Finance released an Information Bulletin containing new rules aimed at fighting “aggressive tax planning” (“ATP”) schemes. These measures give additional tools to Revenue Quebec to identify and attack aggressive plans designed to...

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( Available in French only )

Placements avec pertes latentes

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Balmoral Resources closes private placement of flow-through common shares

Counsel to the agents PI Financial Corp. and Canaccord Genuity Corp.

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Balmoral Resources closes $7.1 million bought deal private placement of flow-through common shares

Counsel to the underwriters co-led by Canaccord Genuity and Mackie Research Capital

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