Harry is a trusted and highly experienced consultant to accomplished business owners and affluent families on matters associated with transition and wealth.
He helps guide families through the unique opportunities and challenges they may be facing in the areas of wealth, tax & estate planning, philanthropy, family governance and business succession planning by taking time to thoroughly understand specific goals and objectives. When dealing with business owners, Harry helps ensure that personal and business goals are aligned by examining the entire financial situation—including the interaction between family, business and ownership structures for today—and with a future transition in mind.
As both an accountant and a lawyer, Harry has a broad perspective of the income tax laws allowing him to deliver integrated tax and estate planning solutions taking into account both the client’s business and personal goals. Harry is a Chartered Professional Accountant (CPA, CA) and a member of the Quebec Bar Association. He has completed the CICA In-Depth Tax Course and is currently working towards obtaining a Family Enterprise Advisory (FEA) designation.