Practice Expertise

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Areas of Practice

  • Business Succession
  • Energy and Natural Resources
  • Mergers and Acquisitions
  • Mining Law
  • Private Equity, Venture Capital and ...
  • Protection and Transmission of Estates and ...
  • Securities Law
  • Tax Litigation
  • Taxation
  • View More

Profile

Associate

Charles-Hugo is a lawyer in the Business Law group and a member of the firm’s tax law team.

In the course of his practice, Charles-Hugo participates in planning, analyzing and implementing tax structures and strategies as part of major commercial transactions, both in Canada and abroad.

Education

  • LL. M. Taxation, HEC Montréal, 2022
  • LL.L., Cum Laude, University of Ottawa, 2018
  • Certificate in Chinese Law, China University of Political Science and Law, 2016

Areas of Practice

  • Business Succession
  • Energy and Natural Resources
  • Mergers and Acquisitions
  • Mining Law
  • Private Equity, Venture Capital and Investment Management
  • Protection and Transmission of Estates and Assets
  • Securities Law
  • Tax Litigation
  • Taxation

Professional Career

Significant Accomplishments

He is involved in mergers and acquisitions, financing efforts, purchase and sale transactions and corporate reorganizations, among others. He also participates in estate planning and trust creation and is called upon to assist and represent clients in the resolution of disputes with tax authorities.

Prior to joining Lavery, Charles-Hugo was a legal advisor in the capital markets and wealth management team of a major Canadian financial institution, where he worked with various business units, both for institutional clients in the capital markets and in securities brokerage and custody activities.

He also advised private pension funds on the regulatory and legal implications of their investments in various Canadian and international private equity and venture capital funds.

Charles-Hugo also had the opportunity to work for an international law firm in Brussels, Belgium and to represent Canada during an economic and diplomatic mission in China.

Representative mandates

  • Participated in the guidance and representation of Agile MV, a Quebec company specializing in medical device design, in the purchase of all its shares by Resonetics, an American company backed by major American private equity firms Carlyle and GTCR.
  • Participated in the tax structuring of Premier Park LLC for the purchase of Groupe Calypso-Valcartier’s shares.

Publications

  • Co-author, “Transfert de votre entreprise au sein de la famille : fini les désavantages,” Audrey Gibeault and Charles-Hugo Gagné, AQMAT, Spring 2022
  • Author, “Federal Budget 2022: Good News for Mining Exploration Companies!”, April 2022

Lectures

  • Speaker: “Fiscalité minière et actions accréditives : Aspects pratiques et techniques” (Mining taxation and flow-through shares: practical and technical aspects), Internal refresher course for the firm’s securities paralegals, November 29, 2023
  • Speaker: “Introduction to Flow-Through Shares and Mining Taxation”, Internal conference for the firm's professionals, October 20, 2022




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