Jenna Schwartz

Vice President | LL.B., B.C.L. Write to Jenna Schwartz
Jenna Schwartz

Strategic, Trusted, Focused

The best of both worlds, Jenna has a keen legal eye coupled with a love of numbers. Her diligent and holistic approach to her work, all with a sprinkle of humor, has positioned her as a trusted advisor to her clients and colleagues.

For over ten years, Jenna has been advising families throughout their lives on a variety of tax matters, including corporate reorganizations, mergers and acquisitions, tax audits and objections and succession planning.

Known as a thought leader within Richter, Jenna is often called upon for her expertise on intricate topics.

Additionally, Jenna acts as a first line of defense in monitoring, understanding and diffusing constant changes in tax legislation to Richter’s clients. She leverages her in depth expertise to proactively help her clients navigate through changes and regulations.

Fields of expertise

  • Corporate reorganizations
  • Mergers and acquisitions
  • Dispute resolution
  • Government subsidies
  • Executive compensation
  • Succession planning

Industries

  • Private equity
  • Real estate
  • Manufacturing
  • Health services

Academic Background

  • Member of the Québec Bar, 2011
  • LL.B, McGill University, 2011
  • B.C.L, McGill University, 2011
  • B.Com (Great Distinction), McGill University, 2007

Professional and Community Involvement

  • Blue J Legal Product Advisory Board – Member, since 2020
  • Israel Cancer Research Fund Women of Action Committee – Member, since 2017
  • Jewish General Hospital, Hope and Cope – Peer Mentor, since 2007

Public recognition

  • Author. “The EIFEL Rules: A Significant Reduction to Interest Deductions”, Espace, July 2022
  • Co-Presenter. Estate Planning and Trusts, Montréal, April 2017
  • Co-Presenter. “You Can’t Action Results: Tax Planning for Private Companies” March 2017, Halton-Peel
  • Author. “The Art of the Deal: Sales Considerations in Mixed Use Properties” Espace Montréal, April 2016
  • Award Recipient. Top Project, CPA Canada  2015
  • Author. “The Art of the Deal: Non-Resident Real Estate Transactions – Complexities and Risks”, Espace Montréal, July 2013