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Founder and Managing Director, Paul McVean brings decades of experience and expertise to Objective Tax. Since starting his career in the financial industry in 1994, Paul has worked with a diverse clientele, including executives, retirees, business owners, and professionals such as lawyers, doctors, and dentists. He holds a Bachelor of Accounting Science degree and numerous professional designations, including Chartered Professional Accountant (CPA), Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP).
Paul’s career spans a broad range of specialties, making him a trusted expert in financial and tax planning. He began his tax career at one of the “Big Four” accounting firms, gaining valuable experience in public accounting, tax planning, and compliance. Transitioning to the advice-only financial planning sector, Paul provided personalized advice and advanced tax planning solutions tailored to each client’s unique circumstances. He later served as Regional Vice President of Wealth Planning at one of Canada’s largest independent wealth management firms.
In addition to these roles, Paul founded and served as Managing Director of both a professional accounting practice as well as an advice-only financial planning firm, both of which have now been consolidated into Objective Tax P.C.
Paul offers complex financial, tax, and estate planning expertise to clients, as well as to other accounting firms, financial advisors and their respective clients. His extensive skill set includes corporate structuring, compensation strategies, sale and succession planning, estate freezes, and comprehensive estate planning.
He is particularly skilled in complex financial and retirement planning calculations. Paul also provides expert preparation of tax returns for individuals, businesses, and estates/trusts. A passionate advocate for education and knowledge-sharing, Paul has been featured in numerous publications and frequently delivers seminars on financial, tax, and estate planning topics. His commitment to continued education and meticulous attention to detail ensure that he meets the unique needs of every client with confidence and precision.
Coming soon...
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