Philippe Bouchard

Philippe Bouchard Email and Phone Number

Vice President | Trust Administration @ Blue Bridge Wealth Management Inc & Family Office Services
Montreal, QC, CA
Philippe Bouchard's Location
Montreal, Quebec, Canada, Canada
Philippe Bouchard's Contact Details

Philippe Bouchard personal email

n/a
About Philippe Bouchard

I have worked in the wealth management industry for over ten years, during which I have advised international private clients on various complex and highly technical legal and tax related issues. I aim to provide my clients with the best tailor-made wealth and tax planning solutions. Since 2017, I am the Director of the Trust Administration department at Blue Bridge Wealth Management Inc., an international multi-family office in both Montreal and Lausanne. I previously worked in Paris for several years at Lette Lette & Partners, a private client focused French-Canadian law firm. I am a member of both the Bar of Quebec and the Bar of Paris as well as a Registered Trust and Estate Practitioner with STEP Canada.

Philippe Bouchard's Current Company Details
Blue Bridge Wealth Management Inc &  Family Office Services

Blue Bridge Wealth Management Inc & Family Office Services

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Vice President | Trust Administration
Montreal, QC, CA
Website:
bluebridge.ca
Employees:
25
Philippe Bouchard Work Experience Details
  • Blue Bridge Wealth Management Inc &  Family Office Services
    Vice President | Trust Administration
    Blue Bridge Wealth Management Inc & Family Office Services
    Montreal, Qc, Ca
  • Blue Bridge Wealth Management Inc & Family Office Services
    Director | Trust Administration
    Blue Bridge Wealth Management Inc & Family Office Services Nov 2017 - Present
    Montreal, Quebec, Canada
    Trust Officer and Director of the Trust Administration Department at Blue Bridge Trust Company Inc., a Quebec-based licensed trust company.Ensuring the Canadian legal and tax compliance of the Canadian trusts and their underlying entities.Canadian and international legal and tax planning.Trusts & Estates and asset protection planning, very often in an international context.Life insurance planning.International financial and AML regulation (GAFI Recommendations, AEOIs, FATCA, CRS, etc).Private international law.Canadian inbound and outbound trust structure planning.Coordinating complex tax representations and litigation, in Canada and abroad.Various special projects (DDs, regulatory audits, real estate transactions and structuring, etc).
  • Lette Lette & Partners
    Associate Lawyer
    Lette Lette & Partners Aug 2011 - Mar 2017
    Paris Area, France
    • International tax law• Trust & Estates• Cross-border Estate and inheritance planning• Advising clients on appropriate holding structure for their assets (eg., financial portfolios, real estate)• French and Canadian corporate law• Private banking and investment law• AML and banking regulatory compliance as per national and international policies and standards
  • Lette Lette & Partners
    Legal Intern
    Lette Lette & Partners Jan 2011 - Jul 2011
    Paris Area, France
    • Drafting of contracts• Legal research• Incorporation of companies in France, Canada and the UK• Drafting of legal opinions• Client meetings
  • Société Générale
    Legal Intern
    Société Générale May 2010 - Nov 2010
    Paris Area, France
    • Member of the Legal Audit department of the bank• Reseach and analysis in European banking law• Legal monitoring of international banking rules (Basel II, etc.)• Drafting of memorandums for the bank's legal executives• Risk analysis regarding the exposures of the legal department of the bank
  • Choquette Beaupre Rheaume
    Research Assistant
    Choquette Beaupre Rheaume Feb 2009 - Apr 2010
    Montréal, Québec, Canada
    • Legal research• Drafting of motions and other legal procedure documents• Drafting of contracts

Philippe Bouchard Skills

Corporate Law Legal Research International Law Legal Advice Contract Law Private International Law Commercial Litigation Tax Law Immigration Law Quebec Civil Law Securities Regulation Asset Protection Trusts Estate Planning International Commercial Law Financial And Banking Law Private Banking Civil And Commercial Litigation French Civil Law Canadian Common Law Canadian Tax Law International Tax Planning Trusts And Estates Fiducies Droit Des Successions Real Estate Law Droit Immobilier French Law French Tax Law Droit Des Affaires International Tax Consulting Gestion Du Patrimoine U.s. Foreign Account Tax Compliance Act Aeoi Crs

Philippe Bouchard Education Details

Frequently Asked Questions about Philippe Bouchard

What company does Philippe Bouchard work for?

Philippe Bouchard works for Blue Bridge Wealth Management Inc & Family Office Services

What is Philippe Bouchard's role at the current company?

Philippe Bouchard's current role is Vice President | Trust Administration.

What is Philippe Bouchard's email address?

Philippe Bouchard's email address is pb****@****dpq.com

What schools did Philippe Bouchard attend?

Philippe Bouchard attended University Of London International Programmes, Université De Montréal, Collège Jean-De-Brébeuf.

What are some of Philippe Bouchard's interests?

Philippe Bouchard has interest in American And European Politics, Etc, Literature, Comparative Law, Finance, Economics, Oenology, Sports, Finance And Investment, Canadian.

What skills is Philippe Bouchard known for?

Philippe Bouchard has skills like Corporate Law, Legal Research, International Law, Legal Advice, Contract Law, Private International Law, Commercial Litigation, Tax Law, Immigration Law, Quebec Civil Law, Securities Regulation, Asset Protection.

Who are Philippe Bouchard's colleagues?

Philippe Bouchard's colleagues are Adja Mbayang Ndiaye, Cedric Cayla, Nicole Bovard, Marie-Josée Normandeau, Cynthia Kiat, Philippe Montel, Odile Filiol.

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