David Adler, TEP, CPA, CA

David has been at RSW since he left university more than 45 years ago, and has been a partner for the last 30 years. As a member of the Entrepreneur and Family Office Services group, David is responsible for providing services to many families which include accounting, tax and estate planning services. He provides services to corporations from small start-ups to large closely held businesses having revenues in excess of $100 million. David practices extensively in tax related services; having completed the in-depth income tax courses offered by the Canadian Institute of Chartered Accountants and is an active member of the Canadian Tax Foundation and other tax groups.

David’s experience allows him to satisfy client’s needs in the following areas:

  • Accounting and financial consulting for many industries including manufacturing, import and export, retail, real estate and service industries.
  • Tax related services which include:
    • Planning transactions for acquisitions, sales and mergers for Canadians and foreigners for transactions occurring in Canada or around the world.
    • Cross border transactions.
    • Personal planning for individuals to minimize their tax while growing their assets.
    • Estate planning for individuals to minimize their tax situation while transferring their assets to the next generations during their lifetime and after.
    • Forensic accounting including fraud prevention and detection.

David is a member of the following organizations:

  • Ordre des comptables professionnels agréés du Québec (CPA);
  • Institute of Chartered Accountants of Ontario;
  • The Canadian Institute of Chartered Accountants (CICA);
  • Society of Trust and Estate Planners;
  • Treasurer and member of the Executive at his synagogue.