About
Your Partner in Tax, Succession, and Estate Planning.
Ray Loucks is an estate and succession planning accountant in Burnaby, British Columbia. A CPA, CA, TEP and FEA with more than 20 years in practice, he advises privately held businesses, high-net-worth individuals and families across Canada. Trained through CPA Canada's In-Depth Tax Course and designated as both a Trust and Estate Practitioner and a Family Enterprise Advisor, he works at the point where tax law, the family and the business meet.
Most of his work is succession and estate planning for owner-managed companies: estate freezes, family trusts, holding company structures, section 85 rollovers and purification for the lifetime capital gains exemption, together with the corporate and personal filings that keep those structures compliant. He takes on clients across Canada.
Founder, Tranquility Tax Solutions
Credentials
What the letters after the name mean
Four qualifications, each awarded by a named professional body, earned over the span of a career rather than all at once.
- 2024Family Enterprise Advisor (FEA)Family Enterprise CanadaFor advisers guiding families who own and run a business together — the governance and succession side of the work, not the tax side.
- 2017Trust and Estate Practitioner (TEP)STEP CanadaThe international designation for advisers who specialise in trusts and estates, awarded on examined practice rather than study alone.
- 2012CICA In-Depth Tax Course, Parts I–IIICPA CanadaThe three-year programme that is the standard training for Canadian tax specialists. All three parts completed.
- The foundationChartered Professional Accountant, Chartered Accountant (CPA, CA)CPA CanadaCanada's professional accounting designation, and the licence everything above is built on.
Speaking and papers
Presented to the profession
- 2026“Tax Issues on a Refreeze of Company Shares”Canadian Tax Foundation, 2026 British Columbia Tax Conference, VancouverWith Jessica L. Fabbro, Blake, Cassels & Graydon LLP. Conference programme · Read the article