At Your Service
Please note: This issue of the magazine was laid out prior to CPABC proclamation, when the CPA logo was not
yet available for use by licensed public practitioners.
Managed Portfolios: The Best of Both Worlds
The highest level of wealth management & the freedom to
enjoy your success.
For advice and solutions, contact:
Kevin Greenard, CPA, CA, FMA, CFP, CIM
Portfolio Manager,
Associate Director, Wealth Management
250.389.2138
1-800-986-4043
greenardgroup.com
Registered trademark of The Bank of Nova Scotia, used by ScotiaMcLeod. ScotiaMcLeod is a division of Scotia Capital Inc. (“SCI”).
SCI is a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund.
®
Employment
STRATEGIC ALLIANCE PARTNERSHIP OPPORTUNITY
We desire an opportunity to create a strategic alliance partnership with lower mainland
accounting practices in the area of EXIT PLANNING and VALUE ENHANCEMENT.
• Detailed step by step process
• Availability of IN DEPTH SOFTWARE Packages (3)
depending on size and nature of the business
• Consistent year round billings
• Billing based on Value Added not hourly work
• Run a complete data room. . . . . similar to M & A
• All cases worked in collaboration with other
professionals
• Ideal for practices with heavy number of
business owner clients
• Other revenue streams from valuation,
restructuring and transactions
• Scalable with addition of junior analyst
• Thorough process as opposed to rear view
mirror accounting
• Is a practice differentiator
The firm we will partner with has a fresh mindset, thinks at 50,000 feet, has a desire to really help
clients and has the capacity for a steady flow of new clients.
John J Robinson
Tel: 604-874-4429 Email: [email protected]
The John Robinson Group Inc
www.robinsongroup.ca
CPABC in Focus • July/August 2015 39