Jim recently retired as the senior tax partner in the Deloitte Atlantic practice. Prior to retiring, he was one of the leading private company tax practitioners in the firm serving high net worth clients across the country. Previously, Jim spent five years in Calgary as the Managing Partner of the Alberta Private Company Services practice. In this capacity, Jim oversaw the delivery of all professional services to some of the largest private companies in Western Canada. During the same period, Jim was also the national leader of Deloitte’s Private Company Service Tax practice, the largest of its kind in the country. Before his time in Calgary, Jim was the Director of Operations of the Atlantic tax practice of Deloitte and a member of the National Tax Executive Committee of the firm.
In retirement, Jim continues to serve high net worth clients across the country. In particular, he specializes in providing advanced tax planning for private companies and the shareholders, tax and estate planning for high net worth clients with a special emphasis on life insurance planning.
Jim also gives back to the local community where he sits on the Board of Trustees for the YMCA of Greater Halifax. He is also Vice Chair of the board of directors of Alcare Place, and a board member of The Healthy Tomorrow Foundation.