ROLE OVERVIEW

We are seeking a detail-oriented and proactive Family Office Associate with a CPA and/or CFP designation to join our team. This role is pivotal in delivering our Personal CFO services, focusing on:

• Maintaining comprehensive financial net worth statements for clients.

• Developing and updating financial models and plans.

• Identifying and assisting with tax planning opportunities.

The ideal candidate will possess a strong foundation in accounting and financial planning, coupled with the ability to manage complex financial affairs for affluent families.

KEY RESPONSIBILITIES

Net Worth Management: Compile and maintain detailed net worth statements, ensuring accuracy and timely updates.

Financial Modeling: Develop and refine financial models to project cash flows, retirement scenarios, and other long-term planning objectives.

Tax Planning Support: Collaborate with clients' tax advisors to identify opportunities for tax efficiency and implement recommended strategies.

Investment Oversight: Coordinate with external investment managers, reviewing performance and ensuring alignment with clients' goals.

Estate and Insurance Planning: Assist in reviewing estate plans and insurance policies, ensuring they meet clients' current and future needs.

Client Reporting: Prepare comprehensive reports that consolidate clients' financial information, providing clear insights and actionable recommendations.

Advisor Coordination: Serve as a liaison between clients and their external advisors (legal, tax, insurance), ensuring cohesive strategy implementation.

Other Special Projects and Assignments.

QUALIFICATIONS

Designations: CPA and/or CFP required.

Experience: Minimum of 5 years in accounting, financial planning, or family office services.

Technical Skills: Proficiency in financial modeling, tax planning, and investment analysis.

Communication: Exceptional verbal and written communication skills, with the ability to convey complex information clearly.

Attention to Detail: Strong organizational skills and meticulous attention to detail.

Client-Centric: Demonstrated commitment to providing high-quality, personalized service to clients.

ATTRIBUTES WE ARE LOOKING FOR:

• CPA, CA, CFP, or similar designation (REQUIRED), with an undergraduate degree in finance, economics, business, math, or a related field (MBA an asset)

• Strong foundation in tax, estate, and financial planning, with knowledge of Canadian regulatory and account structures (e.g., IPPs, corporate and registered accounts)

• Exceptional attention to detail, organizational skills, and comfort handling confidential information