Lexpert Magazine

April Finance and M&A 2026

Lexpert magazine features articles and columns on developments in legal practice management, deals and lawsuits of interest in Canada, the law and business issues of interest to legal professionals and businesses that purchase legal services.

Issue link: https://digital.carswellmedia.com/i/1544329

Contents of this Issue

Navigation

Page 90 of 115

Lexpert-ranked leading finance and M&A lawyers www.lexpert.ca 89 Roth, Elie Davies Ward Phillips & Vineberg LLP > (416) 863-5587 eroth@dwpv.com Elie advises on all aspects of domestic and international tax planning, corporate reorganizations, M&A, and corporate finance. He frequently consults on cross-border transactions, structuring non-resident investment into Canada and outbound investment by Canadian multinationals. He advises taxpayers on tax audit matters and has been highly successful in representing taxpayers in tax litigation proceedings at various levels of court, including the Supreme Court of Canada. An Adjunct Professor of law at Osgoode Hall Law School, Elie teaches international taxation and taxation of real estate transactions. He is the lead co-author of Canadian Taxation of Trusts and lead co-author of the textbook Federal Regulation of Charities: A Critical Assessment of Recent Proposals for Legislative and Regulatory Reform (York University). Elie is an academician and VP of the International Academy of Estate and Trust Law, where he sits on the Taxation Committee, and a member of the Council of the Canadian Branch of the IFA. He has also been designated a Derivatives Market Specialist by, and is a Fellow of the Canadian Securities Institute. Select Recognition: Chambers Global; Chambers HNW; ITR World Tax; Legal 500 Canada; Lexpert 500; Private Client Global Elite Directory; Best Lawyers. Roy, Sébastien Davies Ward Phillips & Vineberg LLP > (514) 841-6493 sroy@dwpv.com Sébastien is a partner in the M&A, Capital Markets and Securities, and Corporate Governance practices at Davies in Montréal. He advises on significant and complex public and private mergers and acquisitions, including contested transactions, and represents Canadian and US issuers and underwriters in public offerings and private placements of equity and debt securities, including initial public offerings. Sébastien works extensively with REITS, financial institutions, technology ,and life science companies. Clients regularly turn to him for assistance with their most sensitive securities regulations and corporate governance assignments, including shareholder activism matters. Sébastien has taught securities regulations at McGill University as a sessional. Select Recognition: Chambers Canada; IFLR1000; Lexpert Special Edition: Finance, M&A, Health Sciences; The Canadian Legal Lexpert Directory; The Best Lawyers in Canada. Ruby, Stephen S. Davies Ward Phillips & Vineberg LLP > (416) 863-5515 sruby@dwpv.com Stephen's practice encompasses a broad range of corporate taxation matters, including corporate acquisitions and reorganizations, financings, international tax, and tax litigation. He regularly advises Canada-based multinationals on outbound investments and foreign enterprises on inbound Canadian investments. Stephen has consulted with the Canadian government on tax policy and legislation, and is a former special advisor to the Senior Assistant Deputy Minister, Tax Policy, and Legislation Branch of the Department of Finance. An experienced tax litigator, Stephen has appeared before all levels of court in Canada, including the Tax Court of Canada, the Federal Court of Appeal, and the Supreme Court of Canada, where he recently appeared in MacDonald v The Queen. He is a member of the Council of IFA Canada, past governor of the Canadian Tax Foundation, past chair of the Joint Committee on Taxation of the CBA and CPA and past chair of the CBA's Tax Subsection. He received the Queen Elizabeth II Diamond Jubilee medal in recognition of his contributions to Canadian tax law. Select Recognition: Chambers Global; ITR's Tax Controversy Leaders; Canadian Who's Who; Best Lawyers in Canada; Who's Who Legal; Expert Guides' Best of the Best as one of the world's top 30 tax lawyers. Rudick, Rhonda Davies Ward Phillips & Vineberg LLP > (514) 841-6525 rrudick@dwpv.com A partner in Private Client and Tax practices, Rhonda has extensive experience working with high-net-worth individuals, for whom she provides strategic, personalised estate and tax-planning advice with significant expertise in cross-border tax matters. She also counsels both Canadian and international clients on the tax aspects of corporate reorganisations and real estate transactions, with a strong emphasis on estate planning. Her clients include individuals, family offices, registered charities, non-profit organizations, real estate owners, and private companies. Rhonda is a frequent speaker and writer and has been a co-lecturer at McGill University Faculty of Law's International Tax Course and Advanced Tax Seminar. She is an International Fellow of The American College of Trust and Estate Counsel and was appointed State Chair-Elect for Eastern and Central Canada. She is a co-author of The Canadian Taxation of Trusts (2nd edition). Select Recognition: Chambers Canada; Best Lawyers in Canada Ruf, Franziska Davies Ward Phillips & Vineberg LLP > (514) 841-6480 fruf@dwpv.com Franziska advises on complex and high-profile cross-border, multijurisdictional, and domestic transactions for a wide variety of clients, both public and private, including global industrial groups, entrepreneurs, founders, private equity funds, and pension funds. Clients across diverse industries turn to Franziska for her responsive manner and dedication. Known for her expertise in corporate governance, Franziska regularly advises boards of directors, special committees, senior management, and shareholders on a wide range of transactions, public disclosure issues, and corporate governance matters. Franziska is a director of Saputo Inc., La Fondation Le Chaînon, and The Institute of Corporate Directors, Québec Chapter, as well as co-chair of the Québec Chapter of Women Corporate Directors. She is also a former member of Davies's Management Committee. Select Recognitions: Chambers Global; Chambers Canada; IFLR1000; Legal 500 Canada; Lexpert's Leading 500 Cross-Border Lawyers; Lexpert Special Edition: Finance, M&A; The Canadian Legal Lexpert Directory; Lexpert Zenith Award; The Best Lawyers in Canada; Lexology Index.

Articles in this issue

Links on this page

Archives of this issue

view archives of Lexpert Magazine - April Finance and M&A 2026