Rick Grewal

Rick Grewal, CPA, CA, TEP

Managing Partner

Biography

Rick started his career in 2007 at KPMG where he obtained his CA designation. He subsequently joined
PricewaterhouseCoopers LLP in their high net worth tax group, where he completed the CICA’s In-Depth
Tax Course.  Rick leads the firm’s tax division and specializes in corporate reorganizations, tax consulting,
tax compliance and estate litigation.  Rick has assisted clients in a variety of tax specialist matters
including estate freezes, post-mortem plans, tax structuring on the purchase or sale of private
businesses, expert opinions in litigation matters, creditor protection strategies and voluntary
disclosures.  Rick also obtained his Trust and Estate Practitioner (TEP) designation in 2017.

Education:

• Chartered Accountant (CA)
• Chartered Professional Accountant (CPA)
• Trust and Estate Practitioner (TEP)
• CICA In-Depth Tax Course
• Member of the Canadian Tax Foundation (CTF)
• Bachelor of Commerce, Specialized Honours in Accounting

Speaking Engagements:

• Private Company Compliance and Understanding Financial Statements (November 2019)
• Introduction to Concepts of Estate Planning: A Case Study on Taxation, Litigation and Insurance (April 2019)
• Estate Planning – Protecting Family Assets: A Case Study on Taxation, Litigation and Insurance (January 2019)
• Post Mortem Tax Strategies, Changes to Investment Taxation and the Voluntary Disclosure Program – National Webinar (March 2018)
• Changes to Taxation for Medical Professional Corporations (June 2017)
• Private Company Financial Statements, Business Valuations and Wind-ups (March 2017)
• The Benefits and Implications of Incorporation for Medical Professionals (October 2016)
• Tax, Wealth and Estate Planning (December 2015)
• Estate Planning for Private Business Owners (October 2014)
• Capital Gains versus Income Treatment (May 2013)
• FIRPTA: Holding Real Estate in the US (November 2012)