Sathees Ratnam, CPA,CA, TEP

I am a tax Partner at PwC Canada (High Net Worth group), and have over 15 years of Canadian income tax experience. I exclusively help High Net Worth families, and business owners to create tax efficient plans to navigate through and comply with complex Canadian and International income tax rules. I assist my clients with Canadian income tax planning and compliance for their investment structures (Canadian and foreign corporations, trusts, partnerships), manage CRA and provincial income tax audits. I regularly help High Net Worth families to develop tax effective plans for sale and purchase of businesses, annual distributions to family members, financing new investments, and immigration to and emigration from Canada. I assist with estate planning, succession planning and wealth transfer from one generation to the next generation, gift planning, and post mortem planning. I review Wills and develop strategies to minimize income and probate taxes on death. Recently, I wrote an article about the new income sprinkling rules, entitled “How the New TOSI Rules Impact your Family and Family Business”. (Federated Press, Insurance Planning journal, Volume XXIII, No.1, 2018). I am an active career coach and an educator. I lecture Income Tax courses at University of Toronto, Scarborough Campus, and teach various In-depth Income Tax courses for Chartered Professional Accountants of Canada (“CPA Canada”). I am a recipient of PwC’s “CEO Award – People category” in the Greater Toronto Area region for being most distinguished amongst staff across all levels for coaching and developing them successfully in their career. I have a passion to give back to my community. I volunteer as a Board of Director at Family Day Care Services – a large GTA based family-centred child care organization, a strong leader with innovation in early learning, child care and family support services, with a vision of helping all children achieve their potential in our society.