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Jonathan brings over 30 years of experience serving private clients and families in the retail, manufacturing, distribution, transportation, life sciences and technology industries. Jonathan specializes in private financings, public offerings, and US and Canadian public reporting. He works with families, Boards and shareholders to address strategy, risk, planning and corporate governance issues.

Mary Jo brings over 35 years of experience serving private companies and owner-managed businesses. She provides her clients with proactive and custom solutions including financing, budgeting, strategic planning, attestation services, tax planning and tax compliance. In addition to volunteering within the community, Mary Jo is a KPMG Enterprise business adviser and serves as a KPMG in Canada Board of Director member.

Yannick brings 30 years of multifaceted experience with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals and families, family businesses, single-family offices (SFO) and multi-family offices (MFO). His bespoke advice and coordinated approach to service is entirely client centric. He is committed to a deep understanding of his clients’ aspirations and challenges to ensure a holistic, integrated approach to deliver better outcomes.

Dan has served private company and family enterprise clients and their communities for more than 20 years. He provides audit, tax and business advisory services for private companies and takes pride in his client-focused approach.

A recognized tax specialist with over 25 years of experience, Dave is the Partner in charge of KPMG’s Tax practice in Vernon. Dave’s primary focus is tax and advisory services for private business families, their companies and their shareholders. He has extensive experience advising clients on acquisitions and divestures, effective structuring of their operations, compensation strategies, and estate and succession planning.

Richa helps affluent families align their core values and purpose with their business strategy, family governance and legacy planning. She brings over 18 years of diverse global experience to the Family Office team. As a Family Office advisor, Richa serves as a primary relationship link between family office clients, internal and external subject matter experts, and financial institutional partners.

Ed has specialized in taxation matters since 1980 and has assisted many entrepreneurs and business families in arranging their business affairs to lower both personal and corporate taxation. In addition, Ed has provided assistance with family business succession matters. Ed has been with KPMG for over 38 years advising private owners in various areas of family governance and business succession.

As recognized global leader in strategic philanthropy and impact investing, Tania is responsible for developing family impact strategies that maximize the long-term value creation potential of philanthropy, investments and operating businesses.

With over 23 years of experience, Steve works exclusively with private businesses addressing their financial, tax, business and compliance issues. Steve advises many large private corporations and their shareholders on a broad range of taxation and business matters including corporate reorganizations, business and financing structures, disposition and acquisition transactions, estate and succession planning and employee/shareholder compensation.

Marcello has been with KPMG since 2004 and has over 10 years of experience providing a wide array of tax advice to various private companies including tax compliance/advisory, succession planning, spin-off transactions and M&A deal advisory. He provides tax services to various industries addressing matters in respect of structuring, compliance, tax accounting and tax planning matters.

John is a Tax Partner in KPMG’s GTA Enterprise practice with 25 years of experience providing tax services to private companies and owners in a number of sectors. John helps business families deal with succession through estate planning, including the use of life insurance, donation planning and the effective use of private foundations.

Eric leads the KPMG Family Office practice in Quebec. Eric has over 30 years of experience in corporate finance, private equity, venture capital, and mergers & acquisitions. During his career, Eric advised entrepreneurs on corporate, estate and tax planning issues. Previously, Eric was CFO of various publicly traded, venture backed and private companies in the manufacturing, technology and entertainment sectors.

Carla specializes in trusts and estates and personal tax planning. Carla helps Family Office clients to develop and implement cohesive tax and estate plans that reflect their financial objectives and their short and long-term goals. Carla’s practice encompasses domestic and cross-border estate planning, including Canada-US planning and planning involving common law and civil law jurisdictions and forced heirship regimes.

With experience in corporate tax planning and estate and personal planning, Helena advises clients on the development and implementation of tax optimization strategies and structures that allow the accumulation and transfer of wealth. Helena has also taught law courses at the Master of Laws (Taxation) at HEC Montréal and she regularly gives lectures on the topics of tax and estate planning and trust law.

Arundel brings over 20 years of diverse experience as a result of leadership roles in the not for profit sector and corporate environments. Supporting families to define and articulate their philanthropic ambition, Arundel provides insight to help demonstrate long-term social and environmental impact. Whether their philanthropic focus is strategy, governance, operations or evaluation, Arundel’s experience combined with the KPMG Family Office network of professionals provides families with an integrated solution.

With over 15 years of experience, Dino is well known for his insights and guidance on tax technical work in estate and succession planning, corporate restructuring, tax mitigation strategies and divestitures. Dino specializes in owner-managed enterprises primarily in the construction, real estate development, and holdings sectors, in addition to the entertainment sector.

Deb has been a partner for over 19 years and has extensive experience serving a wide range of growing public and private companies. She has assisted clients with innovative solutions to Canadian taxation challenges including acquisition and divestiture planning, tax-effective reorganizations, business combinations, holding company strategies, multi-jurisdictional tax strategies and remuneration plans.

Pat brings over 30 years of experience strengthening family businesses by collaborating with tax, audit and advisory colleagues to bring holistic solutions to private companies and owners. Pat is also KPMG’s national co-champion for the QuantumShift and FamilyShift education programs.

Perry is an experienced advisor to family businesses helping family members assess their readiness for the succession process and navigate through transition issues. Perry facilitates the development of tailored governance structures and management and ownership transition plans.

Nicole has over 25 years of experience working with private companies and their enterprising families, specifically in the areas of corporate reorganization, divestitures, and estate planning. She also works with high net worth individuals and her enterprise family clients to understand their goals beyond their tax needs including their long term plans for wealth, governance and future legacy.

Gregory has over 30 years of experience in private client tax law with extensive knowledge in all key tax related areas for businesses and individuals looking to enhance and preserve their net worth, including tax and estate planning, tax dispute resolution, Canada-US planning and international tax. He also assists not-for-profit entities/charities in ensuring their compliance with corporate and tax laws.

Lorne is a Senior Tax Partner with over 34 years of experience. Lorne advises on complex taxation issues associated with effective structuring of domestic and international real estate operations, tax-advantaged real estate acquisitions, disposition and financing strategies, reorganizations, IPOs and has extensive experience advising entrepreneurial clients and family offices on shareholder, succession, charity, trust and estate planning.

Sarah specializes in helping family businesses and entrepreneurs as their tax and business adviser. Sarah leads the tax practice in Regina, Saskatchewan and is a FAMILY ENTERPRISE ADVISOR™ certificant. She is dedicated to assisting family-owned and -operated businesses to effectively deal with continuity of the family business and succession of ownership and management to the next generation.

Daniel specializes in family business governance and succession planning with business families of various sizes and complexities. Daniel works with these business families to understand their objectives and definitions of success through facilitating a consulting process which allows them to create an effective plan for the future governance of their business and wider enterprise.

Jon has over 10 years of experience working with owner managed businesses and their family members. He oversees wealth and financial reporting for Family Office clients and delivers a full spectrum of Life Administration services including accounting and bookkeeping services, payroll compliance, bill payment and third-party relationship management. Jon also ensures his clients are compliant with personal and corporate tax matters.

Shannon is the Director of KPMG’s Family Office in the Greater Vancouver Area, with over 20 years’ experience providing Wealth Management services to High Net Worth families. She specializes in all aspects of personal financial planning, intergenerational financial literacy, coordinated asset allocation strategy, solving complex financial issues and facilitating discussions with both family and financial experts on behalf of her clients.