Sean Rheubottom, B.A., LL.B., TEP

Sean is an estate and tax lawyer with long experience serving business owners, farmers, professionals, and other affluent individuals and families, focused on estate planning in complex situations including corporate structures, and precision in Will and Trust drafting.

• Practising member of the Law Societies of Saskatchewan and British Columbia, member of the Law Society of Manitoba.

• Member, Canadian and Saskatchewan Bar Associations, and the Tax section and Wills and Estates section of the Saskatchewan Bar Association.

• Member, Canadian Tax Foundation.

• Holds the Society of Trust and Estate Practitioners TEP designation.

• University of Manitoba Faculty of Law - 1993.

After several years in private practice Sean began his career-long focus on estate and tax planning, as an estate, trust and tax lawyer within the Trust and private client wealth management industries. In Trust work, the focus was precision in Will and trust drafting, estate planning and administration, overseeing the preparation of Will and Trust documents for professional executors and trustees managing complex estates.

Sean joined the Wealth Planning Group of Assante Wealth Management (at the time, Loring Ward Investment Counsel, later CI Private Counsel LP) in Winnipeg in 2000 and turned his focus to tax, completing the two-year Chartered Professional Accountants In-Depth Tax course, and re-visiting (auditing) the Advanced Tax program at the University of Manitoba Law School, while working and mentoring under senior tax lawyers and accountants in the Wealth Planning Group. Sean has completed two versions of the CPA Advanced Tax Issues for the Owner-Managed Business course and regularly attends tax update courses with the Canadian Tax Foundation.

From 2000 to 2007 Sean provided written tax and estate plans for clients who were mainly business owners and farmers. Filling the role of Advisor - Tax & Legal, the planning focused largely on tax efficient corporate structures and wealth transfer strategies including Will and Trust planning. By 2007, Sean’s focus on business owners and farmers was drawing him regularly to Saskatoon to consult with financial advisors and clients in his role as Regional Vice-President for the Assante Wealth Planning Group.

Sean also served as the tax and legal head of the Assante Ag Group, a Canada-wide group of financial advisors whose practice is focused on wealth management for farm families. In this role Sean provided farm-related tax planning, research, technical guidance, newsletters, speaking engagements and media interviews for the Ag Group.

Sean has served as a tax and legal resource to clients and advisors across Canada and has provided teaching and training on estate and tax issues for financial advisors, Bar Admission students and young lawyers in Manitoba and Saskatchewan.

In 2013, enticed by mild winters, Sean went to Vancouver to take on the BC Regional Vice President role with Assante. Missing Prairie-style owner-manager and farm tax planning, in 2019 Sean “returned” to Saskatoon, bringing many years of experience exclusively in high net worth, business owner-manager and farm estate & tax planning.

sean@heritagewealthlaw.ca

(306) 850-5501