SERVICES

Jack was awarded his CA in 1986 and has continued learning and honing his skills. Recognized by peers and clients alike for his problem-solving abilities and tenacity, Jack has contributed to the financial health of both large and small enterprises.

Working in a medium-sized, CA firm, Jack was exposed to the challenges of many complex clients. In a smaller, local firm, Jack found that he could provide much appreciated council to medium and smaller business. So in-demand was his hands-on, practical approach, that he was convinced to strike out on his own in 2000. Jack’s success has allowed him to help more clients every year since, and to put together a crack team of caring professionals.

Jack earned his CFP designation in 1998 and has served as volunteer treasurer for several not for profit organizations. He maintains several professional affiliations including the Institute of Chartered Accountants of Ontario, the Canadian Institute of Chartered Accountants, the Canadian Tax Foundation, the Canadian Institute of Financial Planners and the Canadian Condominium Institute.

Jack’s areas of specialty include small to medium sized privately owned business in various sectors, the not-for-profit area, charitable organizations, and taxation.

Jack’s interest includes tennis, pickleball, reading, history, politics and  baseball history. He follows several sports including the NFL, professional tennis, baseball, the NBA and is a loyal fan of  the Montreal Canadiens.