Tim Coakwell CPA®, CA, CFP®, CIM®
Sr. Vice President. Member Relations
With deep roots in the accounting profession, Tim is redefining what it means to be an advisor. With more than 30 years in financial services, he is on a mission to transform the role CPAs play in their client’s lives.
Tim is passionate about partnering with forward-thinking CPAs and financial professionals to deliver holistic, future-focused advice.
His work empowers professionals across Canada to grow beyond tax and compliance and make a lasting impact on their clients’ financial journeys.