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Jennifer Whelan, CPA, CA

Partner, Tax

Executive summary

Jennifer has over 19 years of experience in Canadian tax matters. She provides tax advice to entrepreneurial businesses in various industries and has been involved in corporate reorganizations, tax aspects of sale and purchase of businesses, business succession, estate planning, and personal and corporate tax planning.

Jennifer has developed her experience by working in taxation and accounting in different sectors, including professionals, manufacturing, air and ground transport, construction, charities, and service industries.

Professional affiliations

Member, Canadian Institute of Chartered Accountants
Member, Institute of Chartered Accountants of Ontario
Member, Canadian Tax Foundation

Professional designations and education

Chartered Professional Accountant (2013)
Chartered Accountant, Ontario (1997)
CICA In-Depth Tax Course, Ontario (2000)
Bachelor of Business Administration - Accounting, Lakeland University (1994)

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