145 King Street West, Suite 2200 | Toronto, Ontario | M5H 4G2 | 416 362 3711

David Louis

e: dlouis@mindengross.com
p: (416) 369-4111
f: (416) 864-9223

Client Services

Core Specialties

  • Charities and other not-for-profit organizations
  • Commercial Leasing Tax Issues
  • Corporate, International and Personal Tax Planning;
  • Establishing offshore trusts for clients, including new immigrants to Canada
  • Family business
  • Income-splitting arrangements
  • Investment funds, real estate investment trusts (REITs)
  • Mergers and acquisitions (M&A)
  • Owner/manager tax planning
  • Restructuring, reorganizations and insolvency matters
  • Tax disputes
  • Estate Planning
  • Reorganizations
  • Wealth Management Tax Planning

David Louis is the Chair and senior member of our Tax Group. Both a lawyer and C.A., he has over 30 years of experience in income tax matters, including personal, corporate, international, and estate planning, focusing largely on entrepreneurs. Formerly Partner - National Tax at Ernst & Whinney (now part of KPMG) and Tax Counsel to Brascan Limited, he is a graduate of the University of Toronto Law School and also holds a Bachelor of Commerce from that university.

Along with being one of Canada’s experts and most prolific writers on Tax laws, David spends part of each year in Hawaii where he focuses on his other life long passion, wind surfing.

Professional Affiliations

  • Ontario Institute of Chartered Accountants
  • Law Society of Upper Canada
  • Canadian Bar Association
  • Canadian Tax Foundation
  • Progressive Conservative Party
  • The Society of Trust and Estate Practitioners (STEP)
  • The International Fiscal Association (IFA)
  • The Meritas Canada Tax Group

Boards and Memberships

  • Ontario Tax Conference Committee, 1989-1993
  • Taxation and Finance Policy Council, Budget Review Committee Ontario

Recent Publications

Additional Publications

Author of:

  • Compensation Strategies for the Canadian Executive
  • Implementing Estate Freezes (CCH Canadian Limited)
  • RRSP Strategies (Hume Publishing Limited)
  • Tax-Saving Strategies for the Canadian Investor

Co-author of:

  • Medical and Dental Practice Management (CCH)
  • Tax and Family Business Succession Planning, 3rd ed.

Editor or contributor to:

  • Canada Income Tax Guide
  • Canadian Estate Planning Guide
  • Canadian Small Business Financing and Tax Planning Guide
  • Canadian Wealth Management Guide
  • Revenue Canada Round Table Annotated
  • Tax Planning for Small Business
  • Tax Topics and Tax Notes
  • Taxation of Private Corporations and Their Shareholders (1st Edition, Canadian Tax Foundation).
  • The Directors Manual

Contributing Editor:

  • The MoneyLetter (for nearly 30 years)
  • The TaxLetter from 1983 to 2005

Tax columnist for The Globe and Mail, Report on Business.

In the News

David Louis

Partner

T: (416) 369-4111
F: (416) 864-9223
E: dlouis@mindengross.com

Education

  • Admitted to the Ontario Bar, 1975
  • University of Toronto, J.D., 1973
  • University of Toronto, Bachelor of Commerce, 1970

Joined Minden Gross

1986

Assistant Information

Lynn Erwin
e: lerwin@mindengross.com
p: (416) 362-3711 x 246

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