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JI

J. Douglas Mclarty, Fcpa, Fca, Icd.D

Succession/Transition Services at MNP LLP
Intro Book
Seasoned accounting and finance expert with 21+ years of experience in leadership and wealth management.
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Location
Ottawa, Ontario, Canada, CA
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Bio

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J. Douglas Mclarty, FCPA, FCA, ICD.D, is a seasoned professional with 21+ years of experience in accounting, finance, and wealth management. He has held various leadership positions, including Founding Partner of McIntyre & MCLarty LLP and Managing Director at McLarty & Co Wealth Management. He has also provided succession planning services to business families and has expertise in financial planning, wealth management, and corporate governance.

Experience

  • MNP LLP
    • Ottawa, Canada Area
    • Succession/Transition Services
      • 2014 - Jun 2022
      • Ottawa, Canada Area

      succession planning practice; counseling business families on succession planning and generational transitions. Succession planning Article "To Whom will the Torch Go to?"

  • McLarty & Co Wealth Management
    • Ottawa, Canada Area
    • Managing Director
      • 2008 - 2016
      • Ottawa, Canada Area

      McLarty & Co Wealth Management offered comprehensive financial planning and discretionary wealth management services. Introduced the concept of integrated financial services, “one-stop shopping” with customized client service and a single point of contact.

  • McLarty & Co Professional Corporation
    • Ottawa, Canada Area
    • Managing Director
      • 2003 - 2014
      • Ottawa, Canada Area

      This professional practice focused on meeting the financial needs of health care professionals, car dealership owners, real estate and construction entrepreneurs, and a variety of other businesses.

  • McIntyre & MCLarty LLP
    • Ottawa, Canada Area
    • Founding Partner
      • 1981 - 2002
      • Ottawa, Canada Area

      Founding partner of a professional accounting practice that expanded to seven partners and 55 staff.

Education

  • 2013 - 2013
    Institute of Corporate Directors
    ICD.D, Directors Education Program
  • 2010 - 2010
    Family Firm Institute
    Certificate in Family Wealth Advising (CFWA)
  • 2000 - 2000
    FCA Designation
  • 1999 - 1999
    TEP Designation
  • 1995 - 1995
    CFP Designation
    Financial Planning and Services
  • 1980 - 1980
    CPA/CA Designation
    Chartered Professional Accountant, Chartered Accountant, Accounting and Finance
  • 1972 - 1977
    Carleton University
    Bachelor of Commerce, Accounting and Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting”

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