Rachel Gervais

Rachel Gervais

Partner, GTA Group Tax Service Line Leader & Transaction Tax Practice Leader

CPA, CA

BDO Toronto

416-369-3083

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Executive Summary

Rachel is the GTA Group Service Line Leader for Tax and is also the Leader of BDO Canada’s Transaction Tax Practice. She has over 16 years of professional experience, concentrating primarily on domestic taxation. Rachel’s practice focuses on the manufacturing, professional services, and real estate and construction industries. 

Rachel has significant experience in tax planning and compliance with respect to Canadian corporate and personal taxes. She helps her clients with structuring their businesses to help minimize taxes and recommends strategies to help them build and maintain their wealth. Rachel has assisted with business succession and estate planning, retirement planning, purchases and sales of businesses, creditor proofing, and determining appropriate shareholder remuneration strategies. She has been successful in negotiations with the Canada Revenue Agency (CRA) on her clients’ behalf to resolve voluntary disclosure tax issues.

As the Transaction Tax Practice Leader in Canada, Rachel works closely with other BDO Transaction Advisory specialists to provide comprehensive services to clients undergoing an acquisition, disposition or restructuring of their business. These services include acquisition structuring, tax due diligence (both buy-side and sell-side), tax modelling, and post-acquisition services. 

Rachel is a member of the Toronto Centre Canada Revenue Agency (CRA) Tax Professionals Group, a member of the Canadian Tax Foundation’s Ontario Tax Conference Program Committee, a member of the Toronto Estate Planning Council, and a member of BDO’s Real Estate and Manufacturing industry groups. She is active in tax education, including lecturing and tutorial leading for the Chartered Professional Accountants of Canada (CPA) tax conferences and courses, the Canadian Tax Foundation’s regional conferences, and BDO’s national and regional tax conferences.

 

Professional Affiliations

Member, Toronto Centre Canada Revenue Agency (CRA) Tax Professionals Group 
Member, Canadian Tax Foundation’s Ontario Tax Conference Program Committee
Member, Estate Planning Council, Toronto

Professional Designations & Education

Chartered Professional Accountant
Chartered Accountant, Ontario
Bachelor of Accounting with Honours, Brock University 
Various CPA Specialized Tax Courses, including Corporate Reorganizations and Advanced Tax Issues for the Owner Managed Businesses