ATAP Seminar Speakers
JOS HERMAN, BComm, CPA, CA, CFP, TEP
Faculty, Knowledge Bureau
Jos provides estate and insurance planning support and consultation to advisors regarding sophisticated cases in the high net worth and business markets. Jos provides private business solutions focusing on tax concepts, tax efficient investment and insurance strategies, asset protection and philanthropy. Over the years, Jos has enjoyed a management position with a major international accounting firm as a Senior Manager and provided advanced professional consulting with a leading wealth management firm.
Jos is an alumnus of the University of Saskatchewan. Along with holding her Bachelor of Commerce degree, Jos earned her Chartered Accountant designation from the Institute of Chartered Accountants of Alberta. In addition, she achieved her Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP) designations.
Jos is a proud member of the:
• Canadian Association of Gift Planners
• Conference of Advanced Life Underwriters
• Canadian Tax Foundation
• And other organizations focused on helping Canadians with estate and tax solutions.
She has the ability to sit at the table with families and across the board room table with executives of major manufacturing and real estate companies. Her breadth of industry knowledge and wealth planning solutions has been a valuable asset to clients in High Net Worth markets, CPA and legal professionals, and advisors.
James Rhodes, BSc., LLB
As the principal lawyer for Taxation Lawyers, James provides for its tax dispute resolution services as well as dealing with tax assistance. James began his career in tax law at law school where he received the award for top mark in taxation law in his second year, and shared the top mark in taxation law in his third year. Subsequently, James received a prestigious clerkship with the Tax Court of Canada, where he completed his articles.
During his time with the Tax Court, he prepared bench memoranda and legal opinions to assist the Justices of the Court in their role of deciding tax appeals. Following his clerkship, James was hired by PricewaterhouseCoopers (PwC) to work in their Canadian Corporate Tax department. During his time at PwC, James was responsible for providing legal opinions and tax planning assistance to a range of clients.
Since 2012, James heads up Taxation Lawyers and is located in Kitchener, ON.
Walter Williams, CPA, CA, CBV, CIRP, CEPA
Partner, Vine Group
The managing partner with Vine & Partners LLP, Walter is a Chartered Accountant, Chartered Business Valuator (CBV) and Certified Exit Planner. His specialized areas of expertise all combine to offer clients a diverse set of skills that will assist in developing innovative strategies to grow and preserve their businesses.
The enhancement, preservation and monetization of a business’ value are the most critical considerations for any business owner. Walter, in utilizing his CBV expertise can assess opportunities for a business to enhance and grow its value. The Exit planning skills and experience assist in providing guidance and strategies for the eventual sale or transition of our clients’ businesses.
Walter has had opportunities to work with many entrepreneurs in a wide spectrum of industries. With his team at Vine, he has embraced and recognized that personalized service, attention to detail and the provision of innovative solutions are basic expectations of any entrepreneur.
Walter has been a regular guest on 1010 Radio ask the expert for the past 3 years. Walter’s show focuses on tax, valuation, accounting and business transition topics that are of interest to the entrepreneurial radio listeners. In addition Walter has spoken on various tax and business issues on behalf of BMO, World Source Financial and various regional government presentations.
He continues to enjoy the privilege of working with entrepreneurs in applying his experience and knowledge acquired in over 30 years of servicing small and mid-sized businesses.
Alan Rowell, RWM, MFA, DFA-Tax Services Specialist
Faculty, Knowledge Bureau
Alan Rowell and The Accounting Place specializes in working with individuals, families and SME businesses by providing accounting and taxation services that are unique to each client.
Alan has specific expertise working with financial advisors and their individual clients across Canada in bringing a tax perspective to investment, retirement and succession planning. He is recognized as one of Canada’s leading tax services specialists, a Master Instructor with the national professional educational institute, Knowledge Bureau and is a regular commentator at CHCH – TV as well as being featured in several national media interviews.
The Accounting Place has saved individuals, families and business owners literally hundreds of thousands of dollars in income taxes through their savvy interpretations of the tax laws and financial structuring.
Russ McEdwards BA, CFP, CLU, CHFC
McEdwards & Whitwell Financial Planners
Russ began his career in 1975 with J.A McEdwards Insurance Brokers. Taking over ownership of J.A McEdwards in early 1990, and growing the trusted Hamilton brokerage until it was sold in 2009.
In 1992, Russ began specializing in employee benefits, group pensions and executive life and disability solutions for medium to large size companies across Canada, developing professional relationships with the top providers in the marketplace to ensure his clients would have access to highest level of customer service.
In 2013 Russ began developing specialized offerings for agricultural and food production service clients across Canada and in 2016 launched AgriLink.group specifically for his agricultural clients to keep them up to date on the continually changing employee benefits landscape.
Among his community activities he heads multiple charity events and fundraisers supporting the local community and hospitals.
Nicole Winter, PCP
Payroll Solutions International Inc.
Nicole J Winter, PCP, is a certified payroll practitioner and the global accounts manager of Payroll Solutions International Inc. a Canadian owned global payroll company based in Guelph, Ontario.
Nicole has made several public presentations on various subject matter to several professional organizations over the past five years and has written many articles for professional publications. She is a subject matter expert on employment standards, employer benefits and payroll management.