"Take my hand, we'll make it. I swear" - Bon Jovi
Jon has more than a dozen years of experience preparing taxes and training people to become tax preparers. Prior to joining Pinnacle, he started his own tax accounting firm, managed a tax office, answered phones for the Canada Revenue Agency, and worked for a small full cycle accounting firm.
He has spent years studying financial and management accounting, corporate finance, economics, business law, and audit procedures. In 2020, he completed his PBA designation and is now on the board of directors for PBA Alberta.
Jon tells his clients to focus on their business and what they do best. He will take care of making sure they pay as little tax as possible and keeping the government off their backs. The sigh of relief from panicked business owners is a great reward.
Jon is Pinnacle’s resident personal tax expert and delivers an annual “Tax Update with the Tax Guy” presentation to the office that is highly anticipated.
He has served as treasurer for a number of non-profit organizations, allowing him to use his passion for numbers to give back to the community. He has a bachelor’s degree in church music and regularly plays trumpet around the city with the New West Symphony and Chorus and the Band of Outriders.
When he isn’t helping businesses or playing music, Jon spends time with high school sweetheart who he married 23 years ago and their four growing children.
Areas of Expertise
Health care providers
Renovators / contractors
Public Business Accountants (PBA)
Designation achieved March 2020
CGA Alberta Level 2 Award
Highest grades in province 2013
Dad of the Year
2002 through 2019
Passions and Hobbies
Directorships & Appointments
PBA Society of Alberta
Director / Registrar - 2021 to Present
Original Sponsor and Legacy Vendor - 2020 to Present
Falconridge Parents Association
Treasurer, President - 2009 to 2016
Northern Hills Church
Financial Director - 2014 to 2017
Designations & Education
Chartered Professional Accountants of Alberta
2015 to 2019 - CPA Professional Education Program
Public Business Accountants' Society of Alberta 2020 - Public Business Accountant (PBA)
Certified General Accountants Association of Alberta
2010 to 2014 - CGA Program of Professional Studies
Canadian Mennonite University