Shlomi Levy

Partner, Member of the Québec Bar (Barreau du Québec), Member of the Law Society of Ontario & STEP, B.A., LL.B., J.D., TEP

Shlomi Steve Levy is a Partner of Levy Salis LLP and is a member of the Quebec Bar, the Law Society of Ontario, the Society of Trust and Estate Practitioners, and the Canadian Bar Association. He was the co-founder of one of the leading cross border tax and estate planning law firms in Canada prior to founding Levy Salis LLP. His practice is dedicated to US and Canadian tax and estate planning for individuals and corporations, Canadians doing business in the United States, US real estate transactions for Canadians, Americans living in Canada, domestic and international trusts, international taxation, corporate law, and cryptocurrency transactions.

He is frequently invited as a speaker throughout North America for conferences on cross border tax and estate planning questions. Mr. Levy has been interviewed on cross border tax and estate planning issues by such publications as the Wall Street Journal, the Globe and Mail, the National Post, La Presse, the Montreal Gazette, Advisor’s Edge, Yahoo, and the Snowbirds Magazine. He has also been interviewed on several television shows across the country.

Mr. Levy obtained his Bachelor of Laws (LL.B.) from the University of Montreal in 2002 and his Juris Doctor (J.D.) from the same university in 2014. Prior to his studies in law, he earned his Bachelor of Arts (B.A.) with Honours in History from McGill University in 1998.

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Save the date for a wide variety of engaging
in-person and virtual sessions throughout the year

Whether you are a philanthropist, charity or a professional interested in learning more about assisting your clients in their philanthropic endeavors, prepared to be inspired, enlightened and empowered.

Speakers for Donors

Tal Ben-Shahar

June 8, 2023

Positive Philanthropy: Applying the science of happiness

Remote

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Dan Pallotta

October 19, 2023

How restraints on non-profits undermine their potential

Remote

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Sara Lomelin

March 14, 2024

Your invitation to disrupt philanthropy

In Person

Speakers for Professionals

Jeremy Hampson

April 19, 2023

WHY and HOW to have the philanthropic conversation with your clients

Remote

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Shlomi Levy

May 11, 2023

Tax, Estate Planning & Ownership
Needs in the U.S.

In Person

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Mark Halpern

November 2, 2023

How to effectively use Life Insurance, RRSP’s / RRIF’s in strategic philanthropy

Remote

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Speakers for Organizations

Serena Hak

May 30, 2023

Why your story is your superpower

In Person

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Paulanne Jushkevich

October 12, 2023

Ethics & Stewardship: A crucial role in fundraising

Remote

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Danielle Poulin

January 25, 2024

Gouvernance en philanthropie (En Français)

Remote

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