“I enjoy the variety of work at Welch and the opportunity to help business owners achieve their goals. I also enjoy the people here, who are very down to earth.”
Zoran is a tax specialist, with a focus on providing tax and estate planning to business owners, high net worth individuals and their families. His expertise includes trust and estate planning, implementing tax minimization strategies, corporate reorganizations and structuring purchase and sale transactions.
Zoran graduated from Carleton University with a Bachelor of Commerce degree. He obtained his CA designation in 1999 and completed the CPA Canada In-depth Tax Course in 2002. In 2004, Zoran obtained his CFP designation.
Zoran has been a group leader for the CPA Canada In-depth Tax Course, has taught various CPA Ontario courses and has spoken at the CPA Canada National Conference on Income Taxes. He is a past Chair of the Ottawa branch of the Society of Trust and Estate Practitioners.
Joined Welch in
Bachelor of Commerce, Carleton University
CPA Canada, CPA Ontario, Canadian Tax Foundation, Society of Trust and Estate Practitioners, Financial Planners Standards Council
Corporate, personal and trust planning; estate and succession planning; corporate reorganizations
Soccer and winemaking
Favorite books (or authors):
The Income Tax Act
Most memorable vacation
Dentists & Orthodontists
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