Judith Charbonneau

Judith Charbonneau Kaplan

LL.B., LL.M. tax

Vice-President, Advanced Wealth Planning Group

Judith Charbonneau

“The hardest thing in the world to understand is the income tax.”  – Albert Einstein

Judith joined Wellington-Altus Private Wealth Inc. in May 2022. Based in Kelowna, Judith works with the Advanced Wealth Planning team and clients across Canada to bring innovative tax strategies to their wealth plans. Judith believes a client’s objectives must drive any tax plan and loves working with clients and their representatives to provide innovative solutions to clients’ planning needs.

Prior to joining Wellington-Altus, Judith spent over 10 years at top-tier law and accounting firms advising clients on complex tax issues.  Judith is passionate about tax and making tax relevant and accessible to all. Judith regularly prepares presentations on various tax issues and has contributed to numerous publications on selected tax topics. She has been a speaker at various Canadian Tax Foundation conferences and a facilitator and lecturer for CPA Canada’s “In-Depth Tax Program”.

Judith graduated from the Université de Montréal with a Bachelor of Laws in civil law and a Master of Laws in taxation (jointly with HEC Montréal). Judith is a lawyer with the Barreau du Québec and a Canadian Legal Advisor with the Law Society of British Columbia.

An avid runner and cyclist, Judith loves to explore local trails and can often be found enjoying the outdoor playground that surrounds her home.