Jonathan Townsend, CFP, CPA, CA
Partner, Wealth Advisory Services
Executive summary
Jonathan has over 28 years of experience providing Assurance, Accounting and Wealth Management services to not-for-profit organizations, entrepreneurs, and health care professionals. In 1993, Jonathan was one of the three founding partners of Neal, Pallet & Townsend, which evolved into NPT+. NPT grew to be one of the largest independently owned Partnership's in Southwestern Ontario, merging with BDO Canada in July 2015. Five years ago, Jonathan transitioned his practice from accounting to lead the Wealth Advisory Services Division, which guides high net worth clients through the intricacies of estate, financial and life planning.
Professional affiliations
Chartered Professional Accountants of Ontario (1989 - Present)
Chartered Professional Accountants of Canada (1989 - Present)
Certified Financial Planner, (2007)
Professional designations and education
Bachelor of Commence, McMaster University (1987)
Chartered Professional Accountant
Charter Accountant, Ontario