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.