Jim Rea, CPA, CA, FEA, CFP
Jim Rea , CPA, CA, FEA, CFP
Business Advisor
- Direct: 403-537-7641
- Toll-Free: 1-877-500-0792
- Email: [email protected]
- Fax: 403-269-8450
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.
Contact Jim Today
Insights
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Progress
January 30, 2019
Don’t Leave Money on the Table When Exiting Your Business
Take the time to make sure you get the best value for your business by planning years ahead of your exit, advises MNP’s National Succession Leader Shane King.
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February 29, 2024
Is your Credit Union Prepared for the Future
Digitization and evolving membership preferences are dramatically changing the financial services space. In this first part of our whitepaper series, we focus on three.
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Performance
February 29, 2024
Create a Long-term Practice Plan and Protect What You’ve Built
Explore the three areas where SMARTPro can help you plan for the future.
