John is a highly regarded tax professional, having served as Deloitte’s Canadian Marketplace Tax Leader, Global Mid Market Representative for Canada and National Private Company Tax leader. Despite his leadership roles, John never strayed too far from the private company/shareholder space: the tax arena where he continuously balanced his client’s needs for creativity, practicality, and risk-managed solutions.
A 35-year veteran in the industry, John’s contribution to the private company tax planning community is well annotated. He spent more than a decade as a tutor and lecturer for CPA Canada In Depth tax program, including advanced tax courses. In addition to lecturing, John spent 6 years on CPA Canada's tax course committee, and while in that role developed the curriculum for the Advanced Tax Issues for the Owner-Managed Business course. John also co-edited “Taxation of Private Corporations and their Shareholders”, 1.75 kilograms of tax insights and a staple in nearly every practitioner’s resource library.
John brings to Continuum a wealth of experience in estate planning for high and ultra high net worth families. His thoughtful approach is an exercise of collaboration and technical soundness, balancing the need for current decision making and future flexibility. John’s approach to planning, including his integrity and the respect he shows for the Income Tax Act, has garnered him the esteem of his peers, his clients, other tax professionals, and even the Canada Revenue Agency, who, on various occasions have sought his advice.
If you are lucky enough to work with John, prepare yourself for some casual conversations about hockey, the challenges, and opportunities of raising two young children in today’s technology-driven world and most importantly be ready for an honest conversation about your succession and estate planning goals because every plan at Continuum is rooted in your goals and objectives.
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