JOHN DOMA, BBA, C.A. T (905) 632-6400 C (905) 466-6441 E jdoma@batemanmackay.com V download vcard

Profile

John Doma understands the tough challenges facing family-owned businesses when it comes to succession or transition planning.  He shares his personal experience with running a family business by helping companies with the transition to second generation families or with the outright sale of the business.

“Each family business is unique,” notes John.  “It’s my job to understand the needs of the business and family, and provide the owners the individual attention they deserve.”  John finds that meeting his clients outside of the boardroom helps him better understand their goals.  His approach is to get to know the business first-hand by walking through the facility, meeting the employees and understanding what the business is all about.

“Getting to know the clients personally helps me to develop the most appropriate recommendations to protect the family and the business’s net worth.”

Working closely with his clients, John shares his personal experience in strategic acquisitions and financing to help businesses prosper.  John’s expertise also extends to planning for real estate transactions with an emphasis to minimize tax.

Academic Achievements

Bachelor of Business Administration, Wilfrid Laurier University

Memberships and Professional Designations

Co-Founder/Director, Canadian Slovenian Scholarship Foundation

Founding member, Innovation Night

Member, Independent Review Committee of AIC Ltd & Copernican Capital Corp.

Past Executive Director, Golden Horseshoe Venture Forum

Past Executive Member, Burlington Community Professional Advisor’s Committee

Member, Institute of Chartered Accountants of Ontario

Advisor and Coach, Burlington Youth Soccer Club