Partner - Accounting
Jim Doak, CPA, CA, CFP
Jim started his accounting career in the late 1980’s working as a staff accountant for a small accounting firm. After obtaining his CA designation, he moved to Stern Cohen LLP where he stayed for 20 years and became Principal. Desiring to be part of a fast-growing team, Jim once again joined another small firm before moving over to Grewal Guyatt LLP. Jim has accumulated a wealth of knowledge and experience working with owner-managed businesses including bookkeeping and controllership support (using numerous accounting software programs), accounting, auditing, income tax (personal, corporate, trusts and estates) and financial planning.
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- Chartered Professional Accountant (CPA)
- Chartered Accountant (CA)
- Certified Financial Planner (CFP)
- Honours Bachelor of Arts in Economics and Business – Brock University
- Additional courses in Tax, Accounting and Auditing – University of Toronto