Montréal

Dan Trotter, FCPA, FCA, is the Regional Managing Partner for the Montreal region. He provides strategic direction for the region and leads the team of professionals providing services to clients.

Dan also works closely with his regional tax team members to develop tax-efficient business structures that help clients minimize their income tax, creditor-proof their assets and preserve their wealth. By assisting clients with their tax planning needs, Dan and his team can anticipate tax issues over the short term as well as develop long-term strategies to optimize the structure of their succession and estate plans. Dan has extensive experience in corporate and government banking as well as working with owner-managed businesses.

Dan prides himself on being receptive to clients’ needs and delivering a range of solutions that go beyond traditional accounting. His expertise includes business plan development, due diligence, and negotiations and financing during the purchase or sale of businesses.

Prior to earning his Chartered Accountant (CA) designation in 1985, Dan received his Bachelor of Arts degree from Brandon University in 1980. Early in his career, he worked in both the corporate and government accounts department with a major Canadian Chartered bank.

Active in his community, Dan has held a number of volunteer positions, including: Chamber of Commerce President; Economic Development Board President; School Board Trustee, numerous charitable and community fund raising boards; and Community Centre President. He has also served on the board of several hospitals and the Winnipeg Convention Centre. Over the years he has also worked extensively with various youth and sport’s associations.