John-Paul Dotchison

John-Paul leads tax professionals in the Digital House group in the asset management area, who provide compliance and consultancy services to a wide range of clients in the financial services area. He brings a decade of pragmatic experience directly in the fund taxation area, and 15 years of experience in asset management. John-Paul has extensive industry experience and more recent experience in helping clients navigate the PFIC, distribution, and compliance areas for trusts, corporate class entities, and LPs. On top of his experience as a tax service provider in asset management, he has a thorough understanding of fund accounting and investment instruments and structures.

John-Paul specializes in leading large fund families through all aspects of asset management compliance reporting. In the last decade, he built PFIC reporting from scratch, developed extensive reporting tools for different fund structures and corporations, managed multi-class and multi-layered funds, developed and consulted on unitholder and CRA reporting, and was instrumental in the launch of ETFs from a tax reporting perspective. In addition, John-Paul has also been heavily involved in major projects, including service provider onboardings. This experience gave him a unique perspective as he works with asset management clients.

Throughout his career, John-Paul has worked with corporations, professionals, owner-managed entities, and individuals and understands compliance reporting from a variety of different lenses. Prior to his current role, John-Paul practiced in Canadian and US tax. He was a CFO in the investment dealer and mutual fund dealer spectrum and was a Treasurer of a Canadian trust company.