Judith Kaplan Email
Vice-President, Advanced Wealth Planning Strategy and Services @ West Oak Family Office
Judith Kaplan Location
Kelowna, BC, CA
Judith Kaplan Work
- 2024 - now Vice-President, Advanced Wealth Planning Strategy and Services @ West Oak Family Office
- 2022 - 2024 Vice-President, Advanced Wealth Planning @ West Oak Family Office
- 2015 - 2022 Senior Manager, Tax @ KPMG Canada
- 2016 - 2020 Lecturer and Faciliator - In Depth Tax Course @ Chartered Professional Accountants of Canada (CPA Canada)
- 2015 - 2015 Manager, Tax @ KPMG Canada
- 2012 - 2014 Tax Lawyer @ Stikeman Elliott LLP
- 2011 - 2012 Articling Student @ Stikeman Elliott LLP
- 2008 - 2011 Student-at-law @ Stikeman Elliott LLP
- 2007 - 2007 Student-at-Law @ Fishman Flanz Meland Paquin LLP
Judith Kaplan Education
- STEP Canada | The Society of Trust and Estate Practitioners (Canada)
Diploma in Trusts & Estates (Exam Route)
2022 - 2024 - Université de Montréal - HEC Montréal
Master of Laws (LL.M.) (Taxation)
2011 - 2013 - Université de Montréal
Bachelor of Laws (LL.B.)
2006 - 2009
- McGill University
(Philosophy and Mathematics)
2004 - 2006 - Marianopolis College
DEC (Liberal Arts)
2002 - 2004
Judith Kaplan Skills
- Financial Reporting
- Financial Analysis
- Strategic Planning
- PowerPoint
- Financial Accounting
- Aboriginal Law
- Internationales Steuerecht
- Tax
- Tax Law
- Due Diligence
Judith Kaplan Summary
Judith Kaplan, based in Kelowna, BC, CA, is currently a Vice-President, Advanced Wealth Planning Strategy and Services at Wellington-Altus. Judith Kaplan brings experience from previous roles at Wellington-Altus, KPMG Canada and Chartered Professional Accountants of Canada (CPA Canada). Judith Kaplan holds a 2022 - 2024 Diploma in Trusts & Estates (Exam Route) @ STEP Canada | The Society of Trust and Estate Practitioners (Canada). With a robust skill set that includes Financial Reporting, Financial Analysis, Strategic Planning, PowerPoint, Financial Accounting and more. Judith Kaplan has 1 emails on RocketReach.
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Top West Oak Family Office Employees
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12
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1
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21 -
Chris Corsetti
Vice President and CCO of iAS at West Oak Family Office
Vancouver, BC, CA2 -
21
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