James Blackwell | ENGAGE 2020

James Blackwell

CPA, CA, CFP, LLQP
Vice President Wealth and Estate Planning at RDA Ltd Family Office, CFO, J. Blackwell Financial Services and Consulting, Inc.
Ontario, ON

James Blackwell contributed 40 years in the public accounting field, and retired from BDO Canada LLP in August 2017 as a 26 year partner.
• Worked with agricultural, retail, manufacturing, services, municipalities, not for profits and professional businesses.
• Has special skill set and capabilities to bring solutions around Wealth and Estate Planning clients
• Expertise crosses taxation, and corporate business advisory, with extensive experience in personal and corporate taxation planning
• Created and implemented the National Wealth Management and Advisory program for BDO Canada in 2000.
• Was Group Managing partner / Client Services partner of BDO Canada LLP for 26 years from 1991 to 2017
• National Policy Board Member of BDO Canada from 1999 to 2005, Chairman of the Board 2001/2002.

He obtained LLQP designation in late 2017, utilizing public accounting career to advise owner managers in later stages of their businesses re estate and wealth planning.