Elie Roth

Partner  |  Davies Ward Phillips & Vineberg



Personal and estate planning
Dispute resolution

Enhanced Q&A

What has been the highlight of your practice over the past 12 months?

Adjusting to the global tax rules. There are so many international developments that have had a significant impact on Canada. Disclosure has also been a large area of focus for us, including lack of privacy.

How did you get into private client?

I started in tax at Davies Ward Phillips & Vineberg 23 years ago. I liked the private client space as a I found that in tax, it was an opportunity to have a diverse practice. As such, my clients are UHNW families with significant operating businesses, dealing with both the corporate tax and the planning for families. I enjoyed this variety and continued from there. There are very few areas where you get to do planning, advisory as well as transactional and dispute resolution as part of one practice.

Do you have any outside interests or hobbies?

I love art and music.

When the restaurants reopen, where would you like to go?

Starbucks – my go to!

Where have you seen growth in your practice over the last year?

There has been significant growth in both tax planning and philanthropy related issues in my practice over the last year, a trend I anticipate will continue.

What advice would you give to your younger self?

Plan for a pandemic.