John H. Askin, B.Comm LL.B
Founder, The Wealth Strategy Group
John Askin is the founder of Wealth Strategy Group. He received his Bachelor of Commerce degree from the University of Alberta in 1977 and his Bachelor of Laws degree from Osgoode Hall Law School in 1980. Prior to founding Wealth Strategy Group in 1998, John was a tax lawyer for 15 years in Alberta and British Columbia.
In addition to advising high net worth individuals and families, John’s corporate clients include Sun Life, Equinox Financial Group, TD Evergreen, Maritime Life, Investors Group, The Berkshire Group, Manulife Financial, Scotia McLeod and the Hong Kong Bank. John currently consults with clients and professional advisors throughout North America in the area of wealth protection planning.
John is past President of the Estate Planning Council of Edmonton and is a current member of the Vancouver Estate Planning Council and the Canadian Tax Foundation. He has written and presented papers for organizations such as the Canadian Tax Foundation, the Institute of Chartered Accountants, the Canadian Institute of Chartered Life Underwriters and the All China Lawyers Association, Beijing, China. John is co-author of Materials on Corporate Taxation and Materials on the Alberta Business Corporations Act and has authored articles in numerous publications including Canadian Tax Journal and Insurance Digest. He is also a contributing editor to the Insurance Planning Journal.
Jas Butalia, CA, BSC
WBM Partners LLP
Jas Butalia joined BDO Dunwoody in 1976 after completing his CA at the Institute of Chartered Accountants of British Columbia. Over the years he has held many roles such as a tax consultation practitioner and has continued to serve as a member of the International Tax Working Group, the Transfer Pricing Group of BDO and the BDO Tax Committee. He has recently moved to WBM Partners llp.
Jas’ specialties include Canadian and international tax consultation and planning; corporate and personal taxes; mergers and acquisitions; United States taxation; structuring of inbound and outbound transactions vis-à-vis Canada; and planning for individuals entering and leaving Canada, including offshore structures.
R. Paul Jacobson, Q.C.
BA, LL.B, LL.M International Taxation
Paul Jacobson is a lawyer residing in Calgary Alberta. He has a Master of Laws degree in International Tax and has lectured on international tax and trust law. Paul’s practice includes international tax planning; domestic tax planning; trust law; estate planning, preservation and administration. Typical clients include owner/managers, global entrepreneurs and consulting to smaller accounting firms, law firms and financial planners.
Tori Alexander, BBM
Tori is a Financial Advisor with an expertise in strategic wealth management. From a young age, she was immersed in the financial industry and has carried that passion with her throughout her life. It is because of this passion for the industry that upon earning her Bachelor’s degree in Business Management at Sauder School of business at UBC, she immediately began taking the necessary courses to become a licensed financial advisor.
As an advisor Tori managers her clients financial resources by considering not only their fiscal situation, but also their non-financial needs, goals and aspirations. She develops a cohesive and effective approach for her clients by taking the time to understand these priorities. In addition to helping affluent clients build, preserve and transition wealth she is continually upgrading her education. Tori is currently in pursuit of both her Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations.
Jeffrey J. Graham, B.Comm, CFP
Jeff has been in the Financial Services industry since 2012, commencing his career in a Financial Administrative role where he learned the intricacies of effective tax planning. He then transitioned into a Financial Planning role with a primary focus on insurance-based planning and taxation principles.
Jeff obtained a Bachelor of Commerce degree from Thompson Rivers University. In addition, he has also completed a Marketing Management Diploma Program, the Life License Qualification Program and is a Certified Financial Planner (CFP).