Kerry Smith

National Leader, Family Office Services @MNP

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2022 — Present

National Leader, Family Office Services @MNP

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Vancouver, BC, CA

Our Family Office Services team works with you and for you to navigate key decisions and milestones for your family and your business. We help identify issues and opportunities and secure alignment around values and goals in all aspects of your life, your wealth, and your family business.We provide objective advice and act in the best interest of our clients. Through financial analysis and strategic planning, we create a tailored approach that maximizes and organizes your wealth, simplifies your life, and sets you down a path to reach your goals — and guides the generations that follow.

EDUCATION

2004 — 2009

University of the Fraser Valley

BBA, Accounting

2010 — 2011

Chartered Professional Accountants of Canada (CPA Canada)

Chartered Accountant

2016 — 2020

STEP Canada | The Society of Trust and Estate Practitioners (Canada)

TEP

SKILLS

Tax PreparationFinancial ReportingAccountingCash FlowEstate PlanningCorporate TaxInternal ControlsFinancial AnalysisIncome TaxLife InsuranceHealth Care ProfessionalsFinancial AccountingTaxFinancial PlanningAssuranceLeadershipBusiness DevelopmentRetirement PlanningBusiness Strategy

ABOUT KERRY SMITH

Kerry Smith is the National Leader for MNP\'s Family Office Services. He is an experienced CPA, CA with a strong background in finance, tax and accounting. He is skilled in Retirement Planning, Tax Planning, Cash Flow Management and Estate Planning.

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Kerry Smith — National Leader, Family Office Services at MNP in Vancouver, BC, CA | Unifers