Jason Kinnear, CPA, CA, CBV

Location
Toronto, Ontario

“A refined and robust wealth management strategy is more than a practical measure to ensure your success. Like a work of art, it also lets you pause to enjoy life’s beauty now and then.”

As manager of CWB Wealth’s Family Office team, I coordinate the advanced tax and wealth management needs of high-net-worth business owners, executives, and professionals across Canada. With urgency and high-responsiveness, I ensure their professional and personal financial lives are holistically integrated through tailored, proactive counsel. This includes leveraging the strength of CWB Financial Group’s banking solutions to support their varied and complex needs. By working in tandem with the bank, I’m able to bring continuity and stability to my clients’ financial lives.

My more than 15 years’ experience dealing with tax management and business advisory needs is backed by the Chartered Professional Accountant (CPA) and Chartered Business Valuator (CBV) designations. Combined, this industry knowledge and experience helps me assess client needs from multiple perspectives to find best-fit solutions for their unique circumstances. I consider ways to maximize income, create wealth building opportunities, and resolve complex tax issues for business with the Canada Revenue Agency.

As a graduate of CPA Canada’s In-Depth Tax Program, I act as a “tax interpreter”, helping my clients reduce taxes and understand their tax situation in plain language. I also work with their accountants to ensure their entire financial situation is considered in all tax planning and reporting.

My earlier education includes an Honours Bachelor of Science degree from Queen’s University and an Honours Bachelor of Commerce degree from the University of Windsor.