Natalie Langlois , Trust & Estate Practitioner (TEP)

Manager

About Natalie

Natalie is a Trust and Estate Practitioner (TEP) and member of STEP Canada with over 30 years of experience in public accounting. At Freelandt Caldwell Reilly LLP, she specializes in estate planning, administration, and tax compliance, guiding clients through terminal and estate returns, and obtaining CRA clearance certificates.

With over a decade as an Estate Trustee, she has administered estates with and without wills, offering practical, tailored advice to executors. Natalie is skilled in managing complex estates, intestacies, and tax-efficient strategies for beneficiaries, including those with disabilities.

She also brings decades of experience in personal and corporate tax, financial reporting, and business advisory. A committed mentor and former chair of her firm’s Client Retention Committee, Natalie is dedicated to both client success and professional development.

Whether for estate planning, tax strategy, or administration, Natalie is ready to help you achieve your financial goals.

Quick Facts

Professional Expertise

  • Estate Planning & Administration
  • Terminal and Estate Tax Returns
  • Clearance Certificate Applications
  • Accounting & Tax Compliance
  • Personal & Corporate Taxation
  • Business Strategy
  • Mentorship

Education & Certifications

Supporting Trust and Practitioners Canada (2025) – Certificate in Estate and Trust Practitioner

Laurentian University (1991) – BComm.

Related

Insights and resources

  • 2024 Review: Consumer Price Index and Inflation Trends in Canada

    2024 Review: Consumer Price Index and Inflation Trends in Canada

    Unpack the significant economic trends of Canada in 2024, from the impact of food inflation and high interest rates on the CPI, to the effects of the tax holiday on consumer goods. Discover how these factors are shaping the inflation outlook for the country amidst ongoing trade policy uncertainty.

    Edwin P. Reilly CPA,CA shared this article

  • The Role of Business in Addressing Modern Slavery

    The Role of Business in Addressing Modern Slavery

    Modern slavery remains a critical challenge in today’s global economy, with businesses under increasing pressure to ensure their supply chains are free from exploitative labor practices. This article delves into the evolving regulatory landscape, the significant risks of non-compliance, and strategic steps companies can take to combat forced labor while integrating social responsibility into their…

    Edwin P. Reilly CPA,CA shared this article

  • Canada’s Fall Economic Statement 2024: A Review

    Canada’s Fall Economic Statement 2024: A Review

    The 2024 Fall Economic Statement proposes several changes to personal and business tax laws, aimed at addressing inflation and assisting businesses and individuals. The government plans to expand the capital gains rollover on business investments, which will allow small businesses to access capital more easily. Additionally, the statement confirms a GST/HST tax break for holiday…

    Cleo Melanson CPA, CA shared this article