Joanna Bernstein

Vice President | CPA Write to Joanna Bernstein

RESOURCEFUL, ATTENTIVE, TRUSTWORTHY.

Joanna is a trusted advisor to Canadian and American clients. Joanna started her career at Richter in the business advisory group. She brings a wealth of knowledge in the real estate sector having developed an expertise with private business and their owners’ interests. Joanna provides business families with a comprehensive overview of their financial matters and guides them through all the stages of their enterprise. Joanna also has experience leading due diligence initiatives, working on mergers and acquisitions, and business valuations for both litigation and financing purposes.

Joanna has managed a large portfolio of clients in various industries throughout Canada and the U.S. She has provided guidance to company owners and corporate leaders with compliance requirements as well as tax aspects of both their personal and investment companies. Equipped with multidisciplinary experience, she confidently supports the various and specific needs and goals of her clients. As a Vice President of our Family Office Platform, Joanna works with ultra-high-net-worth families and acts as their personal CFO, supporting them with all their financial needs. She helps mentor her junior team members and actively implicates herself in business development at Richter.

FIELDS OF EXPERTISE

  • Strategic thinking and problem solving
  • Cash management and banking
  • Financial management of complex structures
  • Personal CFO services

INDUSTRIES

  • Complex Investment accounting
  • Real estate
  • Complex tax transactions
  • Estate planning and implementation

ACADEMIC BACKGROUND

  • Chartered Professional Accountant (CPA), 2012
  • Graduate Diploma in Public Accountancy – CA John Molson School of Business, 2011

PROFESSIONAL AND COMMUNITY INVOLVEMENT

  • CPE St. Andrews
    • Member of the Board of Directors, Treasurer, Since 2019
  • Auberge Shalom Pour Femmes
    • Member of the Board of Directors, Treasurer, Since 2017
    • Member of the Finance Committee, Chair, Since 2016
  • Ordre des comptables professionnels agréés du Québec
    • Member, Since 2011
SERVICES

Joanna’s Expertise