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January 18, 2019

Professional Profile

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Shelagh Rinald, CPA, CA, CFP, TEP

Professional Status

  • President, Rinald Tax Advisory Inc.
  • Full time income tax practitioner since 1990
  • Grant Thornton LLP, Leader National Succession and Estate Planning Team (2004-2008)
  • Grant Thornton LLP, Tax Partner (2002-2008)
  • Frequent speaker regarding taxation matters in the areas of corporate and personal tax planning, wealth transition planning, business succession planning, corporate restructuring and other shareholder related taxation matters.
  • Member, STEP Canada Education Committee
  • Chair, Vancouver Island Chapter of Canadian Association of Family Enterprise (CAFE)
  • Treasurer, Duke of Edinburgh Awards Program, BC Region
  • Tutor, CICA Advanced Tax Issues for Owner Managed Business (2005-2007)
  • Canadian Tax Foundation 2002 Annual Conference, co-author Post Mortem Planning – the New Regime

Memberships

  • Canadian Tax Foundation
  • Canadian Institute of Chartered Accountants
  • Institute of Chartered Accountants of British Columbia
  • Canadian Institute of Financial Planners
  • Society of Trust and Estate Practitioners
  • Victoria Estate Planning Council

Academic Background

  • Trust and Estate Practitioner, 2002
  • CAFÉ Trained Facilitator, 1999
  • Certified Financial Planner, 1998
  • CICA In Depth Tax Course, 1993
  • Chartered Accountant, 1989
  • Bachelor of Commerce (Honours), University of British Columbia, 1986
  • Recipient of UBC Academic Award for highest standing in the 1986 Commerce Graduating Class
  • Canadian Securities Course (Honours), 1984