Ranked in 1 Practice Areas
3

Band 3

Private Wealth Law

Canada

8 Years Ranked

About

Provided by Ruth Spetz KC

High Net Worth

Practice Areas

Tax; Corporate Governance; Charities & Not-For-Profit; Tax Disputes & Litigation; Estate & Trust Administration; Private Client Planning.

Career

Ruth practises in the areas of tax, trusts, estates, family enterprise planning, charities and not-for-profits.

She advises private clients, trusts, family offices, closely held corporations and foundations and serves as a director and trustee of private client interests.

Ruth also holds the Society of Trust and Estate Practitioners’ TEP, the Family Enterprise Advisor (FEA), the Certified Financial Planner (CFP) and the Institute of Corporate Directors’ ICD.D designations.

She currently serves as a Director at Large of STEP Canada and a director of Fiera Capital Foundation.

Professional Memberships

Board Director, STEP Canada, 2019 – present;

Chair, STEP Member Services Committee, 2023 – present;

Chair, STEP Worldwide Governance Committee, 2024;

STEP Calgary Branch Chair, 2019-2021;

Academician, The International Academy of Estate and Trust Law;

Member, Society of Trust and Estate Practitioners (STEP);

Member, Family Enterprise Canada;

Member, Alberta Family Business Institute;

Member, Institute of Corporate Directors;

Member, Estate Planning Council of Calgary;

Member, Canadian Tax Foundation;

Member, Family Firm Institute; and

Member, Canadian Bar Association.

Expert in these Jurisdictions

Alberta, 1991

Ontario, 1990

Saskatchewan, 1986

Education

Family Enterprise Canada

Family Enterprise Advisor

2018

Institute of Corporate Directors

Directors Education Program

2010

FP Canada

Financial Planner

2003

Canadian Institute of Chartered Accountants

In-Depth Tax Course

1994

Canadian Bar Association

In-Depth Tax Course

1993

University of Saskatchewan

LLB

1985

Chambers Review

Provided by Chambers

Chambers High Net Worth

Private Wealth Law - Canada

3
Band 3
Individual Editorial

Ruth Spetz KC is well known for advising high net worth clients on tax, trust and estate planning.

Strengths

Provided by Chambers

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