About Us
Howard Halpern CPA, CA, CFP, TEP

Profile

Howard has spent over thirty years providing financial management, strategic business planning and tax advice to closely held business, professional service providers and high-income taxpayers. He is a graduate of the Schulich School of Business at Toronto’s York University and spent several years working for an international accounting firm prior to establishing his own firm. He provides tax, accounting, financial planning, consulting and business advisory services to entrepreneurial clients in a wide variety of businesses and has many manufacturing, distribution, technology, professional and retail clients. Howard has been a frequent speaker and lecturer on business tax issues and has authored numerous articles with respect to these services areas and general business and taxation matters.

Professional Associations & Affiliations

  • Chartered Professional Accountants of Canada (CPAC) – Member
  • Canadian Institute of Chartered Accountants (CICA) – Member
  • Financial Planners Standards Council (FPSC) – CFP Licensee
  • Institute of Chartered Accountants of Ontario (ICAO) – Member
  • Society of Trust and Estate Practitioners – Member
  • Schulich School of Business, York University – Former Treasurer

Academic Background

  • Chartered Professional Accountant,Toronto Canada, 2013
  • Registered Trust and Estate Practitioner, London, UK, 2006
  • Certified Financial Planner, Toronto Canada, 2003
  • Certified Public Accountant, Illinois, USA, 1997
  • Canadian Securities Institute, Honours Graduate, Toronto Canada, 1987
  • Chartered Accountant, Toronto, Canada, 1985
  • Honours BBA, Schulich School of Business, York University ,Toronto Canada, 1982

 

For further information, contact us or call 905.709.4357