Aaron Schechter

ClientsCrowe Soberman has built its reputation in Ontario working with mid-sized businesses and high-net-worth individuals. Our size allows us to focus on building close relationships with our clients to learn about their aspirations and objectives and then work with them to maximize their growth potential and achieve their financial goals.

We work with many private and family-owned businesses, professional service firms, not-for-profit organizations and individuals. We also work with larger, multi-national companies, both public and private.It would be our sincere pleasure to work with you.

Our Approach to Working with YouOur goal is to work with clients as part of their strategic advisory team. Partners are the prime business advisors who work closely with individuals, owners or managers to understand the business objectives. Our business model allows partners and senior professionals to have a very hands-on approach.We also provide value by taking a holistic approach to client service. Many business owners view their businesses as extensions of themselves; that’s why we strive to understand and consider what is important to you, your family and your company.

Crowe Soberman People and HistoryCrowe Soberman is a Toronto-based public accounting firm that has served businesses and individuals in the areas of audit, tax, advisory and risk since 1958. Our firm consists of 26 partners and close to 150 staff members. We consistently rank among the top 15 public accounting firms in Canada.* [*Bottom Line, “Canada’s Accounting Top 30.”]

We are proud of our excellent reputation in the community earned through providing excellent service and proactive advice to our clients. We do this by hiring talented and knowledgeable people who are capable problem solvers. We then provide them with ongoing professional development so that they are continuously upgrading their skills.

Experience

With almost 20 years of experience in providing tax advice to privately owned and
owner-managed clients, Aaron Schechter joined Crowe Soberman’s Tax Group as
Partner in 2014. Prior to that, he was a tax partner for six years at a local Toronto
accounting firm.
Aaron is a dedicated tax professional and brings a deep level of sincerity with the
services he provides his clients, which include:
• Tax reorganizations and tax planning for owner-managed businesses
• Tax minimization strategies
• Succession planning
• Estate planning
Aaron takes pride in going above-and-beyond to help his clients overcome their tax
challenges, he says “Anyone can provide tax advice and tax compliance services; very
few of them care about their clients like I do.” His genuine vested interest in his clients’
financial affairs allows him to offer specialized services unique to each client- setting
him apart in the industry.
His practice is focused on privately owned, owner-managed companies in a wide
range of industries: manufacturing, construction, entertainment, software development,
retail, and service-oriented businesses. Aaron has also developed significant and
specialized expertise with respect to the tax, accounting and financial needs of health
professionals-primarily those of doctors and dentists.
As an expert in his field, Aaron is frequently asked to speak to groups of health
professionals, lawyers and owner-managers. He has also written articles for various
publications including a white paper in 2013 entitled “Non-Residents Carrying on
Business in Canada”;. He has presented on tax and business topics at the Toronto
Entrepreneurs Conference and the Alliott North American Leadership Conference. He
is also a former board member on the North American Executive Advisory Board for
Alliott Group (International Affiliation of Accounting and Law Firms).
Aaron is a Reviewed Member of Accountant MD for Doctors.

Professional Affiliations

Chartered Professional Accountants (Ontario)
Institute of Chartered Accountants (Ontario)
Canadian Tax Foundation member
Society of Trust and Estate Practitioners (STEP)

Selected Speaking & Writing Engagements

Presented “Minimizing Tax & Maximizing Capital for Entrepreneurs” seminar at the
2014 Toronto Entrepreneurs Conference
Presented “Non-Residents Carrying on Business in Canada” seminar at the 2014
Alliott North American Leadership Conference
Wrote “Non-Residents Carrying on Business in Canada” white paper (2013)
Wrote “Tax Talk for Health Professionals” newsletter (2010 – present)

Education

Bachelor of Business Administration (BBA), York University, Schulich School of
Business, with distinction

“Aaron has a demonstrated, genuine
interest in the financial affairs of his
clients.”

Client Focus:

Services
Tax reorganizations and tax planning for ownermanaged
businesses
Succession planning
Estate planning
Tax minimization strategies

Industries

Automotive
Entertainment, Sports and Media
Health Care
Dental Practices
Information and Communication Technologies
Manufacturing Wholesale and Distributing
Privately-Held Businesses
Professionals
Service Organizations
Real Estate and Construction
Retail and Consumer Products

GOING BEYOND NUMBERS:

WHAT ARE THE DEFINING MOMENTS THAT
CHANGED YOUR LIFE?

I went travelling for an entire year by myself to
Australia and New Zealand. I came home from that
experience a completely different person – more
self aware, confident, social and outgoing.

WHAT DO YOU DO TO RELAX WHEN YOU’RE
NOT WORKING?

I enjoy spending time with my wife, Joanna, and
my two children, Alexis and Mason. I also enjoy
playing golf, baseball and going to the gym.

BEST VACATION SPOT?

Las Vegas