Jason is ANR’s Tax Partner. To most, it sounds like a scary position to be in, but Jason loves it (which is a bonus for our clients!). Jason’s knowledge background includes obtaining his CA designation in 2005, completing the CICA In-Depth Tax Program, and obtainig his Trust and Estate Practitioner designation (TEP) in 2012. Along with his 17 years of public practice experience, he loves working with Owner Managed businesses, start up entrepreneurs and individuals on a daily basis.
He specializes in Tax Advisory for Small Business. What is Tax Advisory? Head over to our Tax Advisory tab under services to learn more. Now that you know what Tax Advisory encompasses, you will also need to know that Jason has a passion for working with Business Owners to minimize their tax, maximize their value and ensure that their future is planned for. As Jason explains: “We are hear to listen to our client first. By listening, it allows us to service our clients with the right solution and advice.” Jason’s skill set is extremely unique for a small practice like ANR. “I am always ready to assist the client and drawing from my knowledge, skills and experience, provide a knowledgeable solution, that will assist our client in being Successful.
Jason is currently working on launching the Executor & Estate Service line of ANR. This exciting opportunities for our current clients and future clients, Jason will work with individuals and business owners to build a successful Estate Plan, from start to finish. Jason is also able to take on the role of Executor for your Estate should the situation arise that you do not have an Executor or require a Professional Skill set to assist in being a Co-Executor with a family member. “Being an
Executor is a huge responsibility and typically its a stressful time when you are an Executor, so why try to do it yourself.
Jason believes that it is important to be involved in the community in which you live and he has served on various committees and organizational boards. Jason has been involved with the St. Stephen Area Chamber of Commerce since 2010, and continues to serve as a Board Director for the Chamber. Jason is also the President of the St. Stephen Horseshoe Pitchers Club, a grass roots organization started in 2006 and under Jason’s leadership hosted the 2015 Canadian Horseshoe Pitching Championships in St. Stephen at the Garcelon Civic Centre. Jason resides in St. Stephen, NB with his wife, Barb and their two daughters, Claire and Regan.