Biography

Jason R. Price worked with a ‘Big Four’ accounting firm prior to establishing his own Toronto-based company in 1992. Over the next 15 years he developed a successful practice specializing in serving owner-managed businesses and providing a high level of personalized service in the areas of accounting, consulting, wealth management and litigation support. In 2007, Jason merged his practice with Zeifmans.

Education

  • BA, Wilfrid Laurier University

Areas of Specialization

  • Wealth management advisory services
  • Estate and succession planning
  • Family business issues consulting
  • Corporate and personal tax
  • Accounting and assurance advisory services
  • Corporate finance
  • Matrimonial dispute resolution

Industry Experience

  • Waste management
  • Transportation & logistics
  • Engineering professionals & construction
  • Manufacturing & distribution
  • Insurance restoration
  • Medical professionals
  • Restaurant industry

Professional, Community and Social Leadership Roles

  • Board member, Blue Mountain Village Association Charitable Foundation
  • Treasurer, Oakville Aquatic Club
  • Board member, Alpine Ontario Alpin
  • President, Wilfrid Laurier University Alumni Association
  • Board member, Wilfrid Laurier University Alumni Association

Quote

"In today’s environment, you can’t provide fully realized wealth management strategies in a vacuum. To be effective, we have to understand as much as we can about our clients’ lives—their relationships, business status, portfolio details, plans for the future, estate needs…whatever it takes."

Jason R. Price, CPA, CA, Partner


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