Our values
Mandates at KB Fiscalité rest on total quality, planning built case by case, tax knowledge and professionalism grounded in confidentiality.
What are KB Fiscalité’s values?
Mandates at KB Fiscalité inc. rest on total quality, planning built case by case, tax knowledge and professionalism paired with confidentiality. These principles describe how a file is received, analyzed and delivered.
| Value | What it means in practice |
|---|---|
| Total quality | Work that is reviewed at every stage, with no shortcuts |
| Expertise | Professionals who are members of the Ordre des CPA du Québec and the Barreau du Québec, and of the APFF |
| Professionalism and confidentiality | Professional secrecy and careful handling of personal information |
What is tailored tax planning?
Tailored planning means the strategy is built from your actual circumstances (your corporations, your family, your plans) rather than adapted from a standard template.
Two owners selling similar businesses will rarely receive the same plan. One may be positioned to claim the lifetime capital gains exemption on qualified small business corporation shares, and another may be preparing an intergenerational transfer to a child.
What expertise does the firm draw on?
The firm’s expertise rests on graduate training in taxation and on tracking changes to Canadian and Quebec tax law. Its professionals are members of the APFF (Association de planification fiscale et financière), a forum where practitioners track developments such as the 21-year rule for trusts and intergenerational business transfers under Bill C-208.
Thierry Bouchard holds a graduate diploma in taxation from the Université de Sherbrooke and Ante Kumanović holds a master’s degree in taxation from HEC Montréal.
How do professionalism and confidentiality show up in a file?
Professionalism and confidentiality mean every file is handled under professional secrecy. Thierry Bouchard serves as the firm’s designated privacy officer.
Documents move through a dedicated client portal rather than scattered email attachments, and information is shared only with the people you designate.
Let’s talk about your tax situation.