Stefanie Morand

In the intricate world of tax law, Stefanie Morand stands out as a beacon of expertise and innovation. As a key partner in the Tax Group based in Toronto, Stefanie has carved a niche for herself, particularly in the realms of domestic and cross-border mergers, acquisitions, corporate reorganizations, and real estate transactions. Her acumen in devising tax-efficient strategies for Canadian pension plans and her insights into the tax dynamics of business operations set her apart as a leader in her field.

Stefanie's proficiency is evident in her role within the firm's National Opinions Committee, where she steers complex tax structuring matters to align with clients' commercial goals. Her ability to distill complicated tax issues into actionable advice has garnered her the reputation of being a "go-to" tax advisor.

Her recent work showcases her versatility and deep understanding of the tax implications in significant transactions, such as OMERS' strategic acquisition of a stake in 407 International and CCMP Capital Advisors' purchase of BGIS from Brookfield Business Partners. Stefanie's expertise was also pivotal in the secondary offering of Jamieson Wellness Inc. shares and the intricate tax structuring involved in the Loblaw-Choice Properties REIT spin-out.

Clients and peers alike commend Stefanie for her engagement, thoroughness, and holistic approach to tax planning, highlighting her capacity to foresee potential pitfalls and provide comprehensive structuring advice. Her contributions extend beyond client work, as she actively participates in the tax community, sharing her knowledge through lectures, seminars, and articles on a wide array of income tax matters.

Stefanie's leadership roles, including her position on the Board of Governors of the Canadian Tax Foundation and her involvement with the International Fiscal Association, underscore her commitment to the advancement of tax law. Her teaching engagements and editorial contributions further reflect her dedication to educating others and shaping the future of tax legislation and policy.

Educationally, Stefanie's background is as impressive as her professional achievements, holding a combined LLB/MBA from Osgoode Hall Law School and the Schulich School of Business, where she distinguished herself as a Gold Medalist. Her early recognition as a Board of Governors Medalist from the University of Windsor for her undergraduate studies laid the foundation for her stellar career.

Accolades from Chambers Global, Chambers Canada, and the Canadian Legal Lexpert Directory, among others, affirm Stefanie's status as a leading figure in tax law, celebrated for her innovative solutions and strategic insight.

Stefanie's recent engagements in advising on major investments, like OMERS' involvement with MLSE and Magna's senior notes offering, along with her insights into the evolving Canadian tax landscape, demonstrate her ongoing influence and expertise in the field.

As a member of the Ontario Bar since 2007, Stefanie Morand's contributions to tax law and her clients' successes have made her an invaluable asset to the Toronto legal community and beyond. Her forward-thinking approach and dedication to her practice ensure that she remains at the forefront of tax planning and advisory services.