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Professional Summary

Alan Wainer is a consultant in Crowe Soberman’s Audit & Advisory Group and has been with the firm since 1984. Clients and colleagues describe Alan as trustworthy, reliable and always looking out for their best interest. He is professional with a personal touch. He is a former member of the Management Committee, was the partner-in-charge of Education and was a Human Resources Partner.

Experience

• Alan is a member of the Estate Planning Council of Toronto. In 2003,Alan completed the Canadian Association of Family Enterprises(CAFÉ) Family Council Facilitator program.
• He subscribes to Isadore Sharp’s business philosophy, which states “Profits are regarded not as an end in itself … but as a reward for providing true value to your customers, helping employees grow and behaving ethically as a corporate citizen.”1
• Alan’s passion for education and his heritage has translated into the causes he is involved in outside of the office. Currently, he sits on the Dialogue for Descendants Committee, Holocaust Centre of Toronto. He is also on the Board of Governors for both the Friends of Simon Wiesenthal Center for Holocaust Studies and The Abraham Global Peace Initiative. He is also on the board of Parachute Canada and is a volunteer reader in the Family Centre at SickKids Hospital.

Service Focus:

• Audit, review, compilation
• Corporate and personal tax planning
• Business acquisition and divestitures
• Cash flow projections
• Corporate and personal financing
• Business consulting
• Family council
• Succession and retirement planning
• Wills, estate and trusts

Industry Focus:

• Privately-held businesses
• Health care, Retirement Residences
• Real estate and construction
• Professionals
• Not-for-profit and charitable groups
• Manufacturing, wholesale and distribution

Professional Affiliations

• Chartered Professional Accountants of Canada (CPA Canada)
• Chartered Professional Accountants of Ontario (CPA Ontario)
• Member, Estate Planning Council of Toronto

Education

• Graduate degree in Accounting, McGill University
• Bachelor of Commerce with Distinction (BComm) Concordia University

Community Involvement

• Dialogue for Descendants (D4D) Committee Member, Holocaust Centre of Toronto
• Board of Governors, Friends of Simon Wiesenthal Center for Holocaust Studies (FSWC)
• Volunteer Reader, Family Centre, Children’s Library, SickKids Hospital
• Board of Directors, Executive Committee and Chair of the Finance, Audit and Budget Committee, Parachute Canada
• Board of Governors, The Abraham Global Peace Initiative (AGPI)

Alan can be reached by email at alan.wainer@crowesoberman.com