Experience

Natalie Joron, CA, Fin. Plan., CHRP

Graduate of HEC, Montreal, 1986
Completed all 3 sections of the CICA in-depth tax course, 1991.

Main areas of focus:

  • Financial and tax planning
  • Assist employees facing layoffs or retirement
  • Advise owner-managed businesses and investment companies
  • Prepare financial statements along with notice to readers
  • Ensure tax compliance
  • Contribute to the Ordre des comptables agréés du Québec as an author and instructor

At KPMG from 1986 to 2002:

  • Delegate partner, responsible for the personal financial planning practice for the Montreal office and all Quebec offices
  • Among other responsibilities:
    • Assisted employers and their employees with termination programs to minimize financial impacts and reassure them
    • Developed financial plans for senior executives and owner-managers, enabling them to maximize their financial situation and reduce income taxes
    • Prepared, reviewed and approved tax planning for companies and managed their tax compliance
    • Presented workshops, conferences, seminars, internal professional development courses to colleagues, fellow-members and clients, using language and vocabulary appropriate for participants (including the use of lay terms to convey technical and complex concepts)
    • Acted as a spokesperson for media relations

Lecturer at HEC Montreal from 1998 to 2003 for the following courses:

  • Planification fiscale pour cadres supérieurs (D.E.S.S. / L.L.M. in taxation
  • Le planificateur financier et la fiscalité (Certificate)
  • The Accounting Model et Le modèle comptable (intensive MBA program)

Speaker for organizations such as the APFF, the Montreal Stock Exchange and the Canadian Institute, in the area of taxation and personal finances.

Author of various articles and research documents for the APFF, Chambres des Notaires du Québec, ORHRI, Les Affaires newspaper, and others.

Consultant and expert witness in taxation in lock-ups and interviews for the CICA (Canadian Institute of Chartered Accountants), Radio-Canada, and others.

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