Jim Rea, CPA, CA, FEA, CFP

Jim Rea

Jim Rea , CPA, CA, FEA, CFP

Business Advisor

Jim is a Partner with MNP’s Private Enterprise group in Calgary and the Firm’s Regional Succession Services Leader.   With deep knowledge and experience in family enterprises, Jim develops practical solutions and delivers results. Drawing on more than three decades of experience helping business owners achieve peace of mind, Jim advises clients on growing their business in a tax-efficient manner, and planning for eventual business sale or succession by implementing a long-term strategy to meet their personal and business goals.

Jim has extensive experience in tax planning and compliance, financial statement assurance, and succession planning. He also helps organizations develop systems to optimize their profitability and effectiveness. His cross-industry expertise includes real estate, software and technology, manufacturing, professional services, retail and energy.

Jim earned a Bachelor of Commerce (with Distinction) from the University of Alberta in 1984. He is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant in 1988. He is a certified FAMILY ENTERPRISE ADVISOR™ and a CERTIFIED FINANCIAL PLANNER® professional.


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Insights

  • September 26, 2023

    Executive real tech talk: How the right partner can help you choose the best technology solution for your business

    A partner can save you from spending thousands of dollars on solutions that don’t fit your goals. But how do you find the right partner for your organization?

  • Progress

    September 26, 2023

    Thinking of selling your company or practice? Here are the advantages and disadvantages of each option

    Get a clearer understanding of the four most common options for selling your business or professional practice — and which might be best suited to your goals.

  • Agility

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