Rena Rozenek,
CPA,
Principal
Biography
Rena Rozenek is a Principal with over 15 years of experience as a tax advisor.
Beginning her career in audit, Rena guided clients through complex assurance and advisory engagements. She joined PSB BOISJOLI in 2024 and now specializes in Canadian tax planning and compliance for estates, trusts, individuals, and private companies, with a strong focus on estate planning and settlement. Rena brings deep expertise in estate planning, offering high-net-worth individuals and their families customized solutions tailored to their unique needs.
Diligent and caring, Rena brings a positive mindset to every mandate she works on. Rena is dedicated to all her clients and combines a personal approach with a high degree of technical expertise. She is a respected advisor to her clients and team member and is appreciated for her ability to work with professionals from various groups to develop holistic solutions for her clients.
Conferences
- Speaker at the PAC – Jewish Community Foundation on the New Trust reporting and disclosure requirements
- Speaker at the Accountants Study Group – Estate settlement – Tax issues and common errors
- Instructor at the Ordre des CPA du Quebec – Personal tax
Education and Professional Affiliations
- B.Com., Honors Accounting McGill University – 2005
- Diploma in Public Accountancy, Concordia University – 2007
- CPA designation – 2007
- Ordre des comptables professionnels agréés du Québec (Quebec Order of Chartered Professional Accountants) – 2007-present
- In-Depth Tax Course, CPA Canada – 2009-2014
Community involvement
- Board member for the Solomon Schechter Academy