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 placements. Jerry 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
- Real estate
- 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
Society of Trust and Estate Practitioners (STEP), 2003
Chartered Professional Accountant (CPA, CA)
B.Com. in Public Accountancy, McGill University