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Jim Doak

Jim Doak, CPA, CA, CFP

Senior Manager

Biography

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.

Education:

  • 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