James Pepple

James Pepple, CPA, CA has over 10 years of experience in the public accounting and wealth management spaces, particularly focused on personal taxation, corporate taxation for small to medium sized enterprises, trust/estate taxation, and planning and strategic optimization for asset management and business succession purposes. In addition to designing dashboards to assist in designing optimized portfolios for clientele in a tax-efficient manner, he has been responsible both for oversight and training of staff accountants and the preparation of more advanced tax returns for professionals, executives, and small business owners. He has also undertaken various engagements assisting with intergenerational business transfers under the auspices of the Bill C-208 rules, as well as more general real estate and asset and share sale transactions. 

James graduated from the undergraduate accountancy and Master’s of Accountancy programs at Brock University in 2013. In his spare time, he’s fond of reading fantasy novels and indulging in amateur natural photography.