Katherine Borsellino

Vice President | LL.B., J.D., LL. M. Fisc., TEP

Write to Katherine Borsellino

DETERMINED, DILIGENT, DECISIVE.

Katherine is a trusted advisor to business owners and their families, known for her responsiveness and practical approach to complex tax matters. Drawing on her legal background and strong command of tax legislation, she helps clients navigate decisions that often sit at the intersection of business, family, and long-term planning.

Her work focuses on estate planning, wills, and post-mortem tax planning, helping families structure their affairs in a way that reflects both their financial objectives and the realities of their business and personal lives. With a thoughtful and integrated perspective, she ensures that tax strategies and key governing documents work together effectively throughout the different phases of a family’s and a business’s evolution.

Equally committed to the broader profession, she contributes to knowledge sharing and the development of resources that support the growth of those around her. Her thoughtful and collaborative style strengthens both the teams she works with and the families she advises.

FIELDS OF EXPERTISE

Corporate reorganizations
Estate planning
Will planning
Trusts
Tax planning

ACADEMIC BACKGROUND

Trust and Estate Practitioner (TEP), 2022
Master in law (Tax), HEC Montreal, 2018
Juris doctor (Common Law), Université de Montreal, 2014
Member of the Quebec Bar, 2011
Bachelor of law, Université de Montreal, 2010

PROFESSIONAL AND COMMUNITY INVOLVEMENT

Society of Estate and Tax Practitioners (STEP)
- Member, Since 2020
Canadian Tax Foundation
- Member of National Conference Organizational committee (2021 – 2022)
Canadian Tax Foundation, 2018
- Co-presenter, Estate Planning and Trusts – Tax on Split Income
- Co-presenter, Young Practitioners – TOSI Rules – What’s new?
Canadian Tax Foundation
- Member of Young Practitioner Committee (2015 to 2024)
Canadian Tax Foundation
- Member, since 2015
Association de planification fiscale et financière
- Member since 2015

PUBLIC RECOGNITION

Co-Author, “Executing Your Estate Plan: The Last Piece of the Puzzle”, Espace Montreal. January 2026
Co-Contributor, “Navigating the Tax Maze: The Entrepreneur and Real Estate”, Espace Montreal, September 2021
Co-Author, “Navigating the COVID-19 Relief Measures available to property owners and tenants”, Espace Montreal. January 2021
Award Recipient, 8e édition du Symposium en fiscalité – l’interaction des savoirs Faculté de droit, Université de Laval. 2019
Award Recipient, Award for Best Quebec paper of 2017-2018 Osler Hoskin Harcourt – Canadian Tax Foundation. 2018

Services

Katherine’s Expertise

Tax

Life is full of uncertainties. Taxes don’t have to be one of them. Inadequate tax planning or improper handling of tax issues can result in major financial consequences and restrict your company’s growth.

Transition and Succession Planning

For business owners, the business itself is the ultimate investment. It’s often all in, and the way to retire happily ever after. But what if “ever after” comes before you’re happily prepared?

Estate and Tax Planning to Protect your Legacy

Integrating your tax structuring is crucial for all ultra-high-net-worth families. This includes will planning, the use of trust, estate planning, and investment structure optimization — all of which maximizes tax efficiencies and minimizes the burden on you and the next generations.