Jerry Wise

CPA, CA, TEP

Partner

Contact

Phone: 514.934.3435
Fax: 514.934.3408
Address: 1981 McGill College, 11th Floor
Montréal, QC H3A 0G6

Services:

Tax

Industries:

Real Estate & Construction

During the course of his career, Jerry Wise has provided advisory services to numerous national and international public companies as well as large privately held entities, primarily in the real estate, manufacturing, distribution, retail and financial services sectors.

Jerry is currently a Tax Partner with Richter. As head of the firm's team on corporate reorganizations, international tax and financial instruments, Jerry has been involved in most of Richter’s initial public offerings and private placementsJerry provides consultation in the area of innovative tax planning, business restructurings, as well as mergers and acquisitions, for both domestic and international clients.

Jerry has authored, lectured and spoken on taxation related matters to professional groups such as the CPA Canada, the American Institute of Certified Public Accountants, the Association de planification fiscale et financière, and the Accountants Study Group and has conducted various in-house courses and seminars.

Fields of expertise

  • Corporate reorganizations
  • Acquisitions and mergers
  • Cross-border/International tax
  • Financial instruments
  • Initial public offerings

Industries

  • Real estate
  • Manufacturing
  • Sourcing/distribution
  • Retail
  • Financial services

Professional and community involvement

  • Member of Society of Trust and Estate Practitioners

  • Member of International Fiscal Association

  • Member of Association de planification fiscale et financière

  • Member of Canadian Tax Foundation

Academic Background

  • Society of Trust and Estate Practitioners (STEP), 2003

  • Chartered Professional Accountant (CPA, CA)

  • B.Com. in Public Accountancy, McGill University