Meet our Team

Tara Lee Harris - Executive Assistant

(514) 636-3855 ext. # 202

Personal background:

• Bachelor of Commerce, B.Comm
• Certified General Accountant, CGA

Tara started her financial career in 2002, assisting small businesses, with a strong focus towards the accounting and financial aspects within the business. A graduate of Concordia University (John Molson School of Business), holding a degree in Commerce with a major in Accountancy; Tara also earned her CGA designation and is a ‘member in good standing’ with the Ordre des CGA du Québec. Past employment with a major Montreal CA firm has awarded Tara a well balanced portfolio surrounding personal financial services. Expertise focused in financial accounting, audit, taxation and client services are a sampling of her strong attributes. Her history of providing financial accounting and taxation services to various investment companies clearly illustrates how natural a fit Tara is within Jason’s practice.

©2012 Investment Planning Counsel ~ Last updated: Aug 17, 2011 at 1:50 PM ~ Privacy ~ Legal ~ Accessibility

Disclaimer: The information contained herein is for QC residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.