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| John Doma, BBA, C.A. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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John brings over 20 years of public accounting experience as an Assurance Partner to help clients grow their business. Working with a diverse array of clients, his approach is to get to know the business first-hand by listening and understanding the owner-manager’s business and personal concerns. In collaboration with the client, John prioritizes business goals and assists in developing appropriate recommendations to preserve and grow the family’s business assets. John recently published a chapter on “Tax Strategies for the Owner Manager” and is a member of the Independent Review Committee of Portland Investment Counsel Inc. “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
Memberships and Professional Designations
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