Brian Casey Email & Phone Number

Since 2001, I have been working as a chartered accountant in Client Accounting Services at Kerr Financial, managing a number of high net worth clients with a concentration of owner managers, doctors and lawyers, overseeing financial plans, monitoring investment accounts, reviewing financial statements and coordinating tax compliance work.I began my professional career with McDonald, Currie (now PriceWaterhouseCoopers) in 1960. ln 1972, I left to head up the tax department of a smaller accounting office. Over the years, I developed a large personal tax practice including corporate executives, professionals and athletes, both Canadian and U.S. taxpayers.I have also contributed my expertise to the management of a number of community organizations in Montreal dedicated to improving opportunities for the city's more vulnerable groups.

Listed skills include Investments, Finance, Portfolio Management, Asset Management, and 16 others.