pierre t. allard

PIERRE T. ALLARD
PARTNER, LAWYER
tel.
e-mail
LinkedIn
514 397-6932
[email protected]
http://ca.linkedin.com/pub/pierre-allard/b/736/821
Assistant
Nathalie Gratton
tel.
514 397-5555
e-mail
[email protected]
MONTREAL
25th Floor
1100 René-Lévesque Blvd West
Montreal, Quebec H3B 5C9
tel.
514 397-8500
fax
514 397-8515
DIPLOMAS
Leadership Program, Institute in Leadership in management(2009);
CICA In-Depth Tax Course (1999);
Called to the Barreau du Québec (1996);
LL.B., Université de Sherbrooke (1995).
AREAS OF
PRACTICE
Business, Commercial and Corporate Law
Corporate Reorganization
Management Buyout
Mergers and Acquisitions
Transfer of Family Businesses
Tax Law
Canadian Taxation
Domestic and International Taxation
Estate Planning
Taxation of Financial Products
Trusts
STRATEGIC TEAMS
PROFILE
Domestic and International Taxation
Mergers and Acquisitions
Business Transfers
Wealth Protection
French version is available here .
Pierre T. Allard has been practicing at BCF since 1996. He is a member of the
executive committee. He is the partner in charge of the taxation group and co-leader
of the strategic team of wealth protection.
Mr. Allard specializes in tax and commercial law. His clientele is made up of
entrepreneurs and executives whose goals are to maximize their tax benets, protect
their assets, position themselves to carry out the sale or acquisition of a business,
plan their succession and adequately plan the transfer of their businesses to the next
generation. Mr. Allard has also developed considerable expertise in the taxation of
nancial products. He regularly advises clients who wish to use advanced strategies
in connection with derivatives and life insurance.
Communication is fundamental to Mr. Allard. He succeeds in synthesizing and
popularizing the tax and commercial transactions, even the most complex ones. The
way he clearly explains the transactions allows his clients to fully understand the
issues.
A graduate of the Université de Sherbrooke , Mr. Allard was awarded the Albert
Leblanc medal in 1995, the highest distinction given to a Faculty of Law student.
PUBLICATIONS
" Table ronde sur la scalité fédérale" , Congrès 2015, Association de
planication scale et nancière (APFF), Quebec City, 2015.
" Table ronde sur la scalité fédérale" , Congrès 2014, Association de
planication scale et nancière (APFF), Montreal, 2014.
" Table ronde sur la scalité fédérale" , Congrès 2013, Association de
planication scale et nancière (APFF), Montreal, 2013.
" Table ronde sur la scalité fédérale" , Congrès 2012, Association de
planication scale et nancière (APFF), Montreal, 2012.
" Le gel immobilier" , Congrès 2011, Association de planication scale et
nancière (APFF), Montreal, 2011.
"Opportunités de planication en période de difcultés nancières," Congrès
2009, Association de planication scale et nancière (APFF), Montreal, 2009.
"Planication post mortem en fonction des nouveaux taux de dividendes,"
Congrès 2008, Association de planication scale et nancière (APFF), Quebec
City, 2008.
"La monétisation," Congrès 2001, Association de planication scale et
nancière (APFF), Montréal, 2001.
"Les règles sur la minimisation des pertes," in Colloque : Restrictions à
l'utilisation des pertes , Montreal, Association de planication nancière et
successorale , 2001.
"Minimisation de l'impôt au décès – Analyse comparative," in Colloque :
Planication successorale , Montreal, - Association de planication scale et
nancière, 2000.
"Étude de cas : Transfert d'entreprise familiale du vivant et au décès," Congrès
2000, Association de planication scale et successorale , Montreal, 2000.
"Étude de cas : Le fractionnement du revenu : où en sommes-nous ?," Congrès
1999, Association de planication scale et successorale , Montreal, 1999.
"Les ducies entre vifs comme véhicule de planication scale et nancière dans
un contexte de fractionnement du revenu," Conférence Fiducies locales et
étrangères , Canadian Institute, 1999.
CONFERENCES
" La scalité des clauses d’indexation sur les bénéces futurs (earn-out) et
des autres clauses d’ajustements et de paiements ", presented at the CCH
Seminar, September 11, 2013 in Montreal and September 18, 2013 in Quebec.
" Régime d’intéressement des employés ", presented at the CCH Seminar,
September 5, 2012 in Montreal and September 20, 2012 in Québec City.
Life insurance ownership and beneciary designation issues in a corporate
setting , in collaboration with Diane Hamel of Manulife Financial and Barry
Pascal of Bell Pascal Financial Services, Conference for Advanced Life
Underwriting (CALU), Ottawa, 2011.
In addition, Mr. Allard has been involved in drafting and presenting many conferences
and publications dealing with tax issues. As a highly sought-after speaker and
workshop facilitator, he has given lectures at the National Bank of Canada, National
Bank Financial, Manuvie Financial, SunLife Financial, Nationale Vie of Canada,
Transamerica Life Canada, Peak Financial Group, Dundee Wealth Management,
Nesbitt Burns, Merrill Lynch, Desjardins Financial Security, Business Development
Bank of Canada, Chambre de la sécurité nancière , Association des AssureursVie Agréés , Assante Wealth Management, Raymond Chabot Grant Thornton and
Servica.
PROFESSIONAL
AFFILIATIONS
Canadian Tax Foundation
Association de planication scale et nancière
International Fiscal Association
INVOLVEMENT
Mr. Allard taught tax and estate planning courses in the Master's in Law program
(tax option) at HEC (the business school at Université de Montréal) for 11 years.
He is a member of the Institut des Grands Leaders, an institute dedicated to the
development of the leadership skills of executives holding strategic roles within
large private and public organizations in North America.
He is also a member of multiple boards and advisory committees of private
companies.