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Jim   Chagnon CPA, CA, TEP

Partner, Private Enterprise & Professionals

  • T: 2892932311
  • F: 9053339583
  • 1122 International Blvd
    Burlington ,  ON ,  L7L6Z8

<p><strong>Jim Chagnon, CPA, CA, TEP</strong>, is a Partner and Business Advisor in MNP&rsquo;s Burlington office and a member of the firm&rsquo;s Professional Services group. Jim works predominantly with owner-managed businesses and professionals. His clients represent a wide range of business sectors, including professionals such as medical, dental, legal and pharmacy businesses; technology companies; franchises and the construction industry.</p>
<p>Relationship building is the cornerstone to Jim&rsquo;s approach to clients and he takes the time to understand the issues they face in their business and personal pursuits. Working closely with the client, he identifies opportunities for growth, the strengths that can turn the client&rsquo;s dreams into realities and any challenges that may impact success. He guides his clients to obtain clarity of purpose in order to select appropriate actions.</p>
<p>After this &ldquo;conversation&rdquo; phase, Jim runs agendas with both short-term and long-term focus. The short-term agenda addresses immediate risks and benefits, while the long-term focuses on both personal and corporate planning, including structuring, remuneration options, retirement and estate planning, and tax minimization strategies.</p>
<p>Jim is a designated Chartered Professional Accountant (CPA) and Chartered Accountant (CA), qualifying in 1984. He attained the Trust and Estate Practitioner (TEP) designation in 2003. A member of the Society of Trust and Estate Practitioners (STEP) since 2003, Jim is also a member of the Hamilton District CPA Association, Chartered Professional Accountants of Ontario and Chartered Professional Accountants Canada. He is a past member of the Canadian Association of Family Enterprise (CAFE) and the CAFE Consultants Advisory Group of Upper Canada.</p>


Succession, ExitSMART

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