Jim has been providing comprehensive estate and succession planning services for the owners of prominent family businesses and other high net worth individuals since 1977. He has been a speaker at family business and professional association conferences and meetings, has authored articles for various publications on specific issues in tax, estate and succession planning and serves as a resource on charitable gifting for a number of local foundations.
Jim is a member of several professional associations including the Canadian Tax Foundation, STEP (The International Society of Trust and Estate Practitioners) and CALU (the Conference For Advanced Life Underwriting), where he serves on the tax policy group. He was a member of the Board of Directors of the Ottawa Regional Cancer Foundation for many years, most recently acting as Chair of the Investment Committee. Jim is Past Chair of the National Advocacy Council for the Canadian Association of Family Enterprise (CAFE) and in this capacity, has made presentations to the Department of Finance and Members of Parliament on issues important to family business. He has served on the Board of Directors of both the Ottawa Chapter of CAFE as well as CAFE National.