As a tax specialist and trained facilitator_ Shelagh Rinald_ CA

							As a tax specialist and trained facilitator, Shelagh Rinald, CA, CFP,
TEP, is able to provide a full range of corporate and personal tax
advisory services to her clients. The range and scope of Shelagh’s
professional capabilities include…

                                          ... expertise to provide comprehensive and         Professional Memberships:
                                          innovative solutions for your corporate tax           Member, Institute of Chartered
                                          planning needs including planning for                  Accountants of British Columbia
                                          overall       corporate tax minimization,
                                                                                                Member, Canadian Institute of Financial
                                          structuring tax efficient management
                                                                                                 Planners
                                          compensation strategies, planning for the
                                          succession of your business and helping               Member, Canadian Tax Foundation
                                          maximize the return from the sale of your
                                                                                                Member, Victoria Estate Planning Council
                                          business. As a Certified CAFE Family
                                          Council Facilitator, Shelagh has the skills to        Member, Society of Trust and Estate
                                          facilitate family business meetings, assist            Practitioners
                                          with the development of family shareholder
                                          agreements and strategic plans and plan            Community Affiliations:
                                          any corporate reorganization that may be              Chair, Vancouver Island Chapter of
                                          necessary to implement your business or                Canadian Association of Family Enterprise
                                          succession plans.                                      (CAFÉ)
Work Experience:                                                                                Director, Duke of Edinburgh Awards
  Grant Thornton LLP, Tax Partner        …expertise to provide comprehensive plans              Program, BC Region
   (2002-2008)                            to address your personal tax needs.                   Governor and Past Chair of Finance,
  Grant Thornton LLP, Leader National    Shelagh can work with you to explore                   Glenlyon Norfolk School
   Succession and Estate Planning         appropriate strategies in the areas of                Member, STEP Canada Education
   Team (2004-2008)                                                                              Committee
                                          personal financial planning, estates and
  KPMG, Vancouver and Victoria Tax       trusts planning, cross border planning and            Past Member, Board of Examiners,
   Groups (1990-2002)                                                                            Institute of Chartered Accountants of
                                          offshore planning to ensure your financial
                                                                                                 British Columbia
                                          and estate planning objectives are met in a
Professional Designations:
                                          tax efficient manner.
  Trust and Estate Practitioner (TEP),                                                      Other Matters of Note:
   2002                                                                                         CICA Advanced Tax Issues for Owner
                                          …expertise to provide the most tax efficient
  Certified Financial Planner (CFP),                                                            Managed Business, Tutor (2005-2007)
                                          means of structuring charitable gifts both
   1998                                                                                         Canadian Tax Foundation 2002 Annual
                                          during your lifetime and through your will.
  Chartered Accountant (CA), 1989                                                               Conference, co-author “Post Mortem
                                                                                                 Planning – the New Regime”
  Bachelor of Commerce (Honours),        …expertise to explore with you the many
   University of British Columbia, 1986                                                         Kiwanis Gold Medal for highest standing in
                                          tax effective uses of life insurance including         the 1986 UBC Commerce Graduating
  Canadian Securites Course              consideration of the use of life insurance to          Class
   (Honours), 1984                        tax-efficiently fund your estate.




         Rinald Tax Advisory Inc. - 841 Yates Street - Victoria, BC - V8W 1M1 - 250.361.1300 - shelagh@rcatax.com - www.rcatax.com