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As a Tax Partner, Paul Coleman, CA, CFE, FEA has over thirty years experience in public accounting, focusing upon the provision of business advisory, family facilitation and transition planning services to owner-managed enterprises and high net worth individuals. Paul has extensive experience in the provision of advisory and tax planning services to a variety of industry sectors including manufacturing and distribution, freight transportation and professional services. Paul is located in the Toronto office of Grant Thornton and is both the leader of the firm’s privately-held business segment in the Southern Ontario Business Unit and the National leader of the firm’s Succession and Estate Planning practice.A chartered accountant (1982), Paul graduated from the University of Waterloo with a Bachelor of Mathematics, Co-Operative Accounting Program in May 1981. He is a member of the Canadian Institute of Chartered Accountants, the Institute of Chartered Accountants of Ontario, the Association of Certified Fraud Examiners, the Institute of Family Enterprise Advisors and the Family Firm Institute. As well Paul has completed the Canadian Institute of Chartered Accountants In-Depth Tax Program and the University of British Columbia Sauder School of Business Family Enterprise Advisor Program and holds the FEA (Family Enterprise Advisor) designation.Paul is a frequent presenter at firm sponsored and other events on various succession and estate planning topic matters.

As a Certified Executor Advisor, I work with a team of specialists to help clients realign their financial expenditures to protect what matters most in the areas of estate, wealth and financial planning.

I have worked extensively in the areas of business development and practice management.  Since 1981, I have worked across Canada in the financial services industry as a product and marketing specialist, customer service representative and small business consultant where I helped independent advisors, entrepreneurs, and clients achieve their business and personal financial objectives.  I joined HUB Financial, (the largest Financial and Insurance Brokerage in North America), in 1998 and as Regional Vice President, successfully developed the Prairie Region into one of the most successful regions in the country.  Also, I was involved in the initial planning and implementation of HUB's mutual fund dealership, HUB Capital Inc.

I have served on many industry focus group panels and corporate strategic planning initiatives.  I have served on the executive board for Advocis, the Canadian Association of Financial & Insurance Advisors.  In addition to my professional affiliations, I stay active in my community and was one of the founding directors of the Kiwanis Club of Calgary Metro.