Rosanne Rocchi

Rosanne's expertise spans a diverse spectrum of wealth management, estate planning, and the resolution of complex family shareholder disputes. Her work seamlessly integrates aspects of tax, corporate, and trust law, with a particular focus on fiduciary responsibilities across both commercial enterprises and charitable organizations. Rosanne's involvement extends to the nuanced areas of pension and benefit trusts, showcasing her comprehensive grasp of the field.

Her innovative streak is apparent in her development of unique business trust products and partnership models bridging private and public sectors. Rosanne's tenure as a director for a major national financial institution has fortified her insight into investment management and the intricacies of prudent investment practices.

Recognized as a thought leader, Rosanne actively contributes to the discourse on tax and estate planning through her editorial roles and speaking engagements. She serves as a contributing editor for the Personal Tax and Estate Planning Journal and has held the editorial reins of the Estates, Trusts, and Pensions Journal, enriching the legal community's resources.

Her professional affiliations with the Society of Trust and Estate Practitioners and the Canadian Tax Foundation underscore her commitment to her field, while her advanced legal education from Osgoode Hall Law School provides a solid foundation for her practice.

Rosanne's career is adorned with accolades and recognitions, including consistent listings in the Canadian Legal Lexpert Directory and Who's Who Legal for her exceptional work in charities and not-for-profit law, estate and personal tax planning, and as a global and national leader in private client services. Her influence extends beyond legal practice, with her leadership roles on various boards and her recognition as a prime candidate for corporate governance positions, illustrating her broad impact and expertise.

Her contributions to governance have been notable, with directorship positions at Regis College, University of Toronto, and investment management roles that highlight her ability to navigate complex financial landscapes. Furthermore, her involvement with the Canadian Tax Foundation and the sporting world, through roles with the Toronto Maple Leafs and Toronto Argonauts, showcases her versatility and wide-ranging influence.

With professional memberships in key legal and tax associations and a solid educational background, including an LL.M. in Taxation, Rosanne's legal acumen is both deep and broad, reflecting a career dedicated to the highest standards of legal practice and innovation in wealth management and estate planning.