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From Accounting to Advising: A Veteran's Journey in Developing a Coaching Mindset
In this engaging episode, Jas Butalia shares his journey from a traditional CA to a family business advisor, highlighting the importance of mentorship, learning from mistakes, and adapting to meet clients' evolving needs. Jas discusses how his mentors encouraged him to explore tax planning, even if it meant making errors, as they provided a safety net for growth.
A pivotal moment in 2009 led Jas to realize that family businesses required more than technical expertise; they needed guidance on family dynamics and continuity planning. He emphasizes the significance of asking probing questions to understand clients' true goals and visions, challenging their assumptions, and educating them on the broader definition of value beyond financial metrics. Jas also touches on the evolving roles of patriarchs and matriarchs in family enterprises and the importance of coaching rather than advising to empower families in their decision-making processes.
About Jas Butalia:
Jas Butalia, a Partner at WBM Partners LLP, is a seasoned Chartered Accountant and tax practitioner with over 50 years of experience. His impressive career includes serving as a Tax Partner in western Canada with one of the largest national and international accounting firms, where he honed his expertise in navigating complex tax landscapes. Jas' versatility is further demonstrated by his experience as a CFO for a private family farm corporation with over 54,000 acres in cultivation, showcasing his ability to apply his knowledge to diverse industries.
As a Chartered Professional Accountant, Trust and Estate Practitioner, Family Enterprise Advisor, and Professional Coach, Jas brings a multifaceted approach to his clients' needs. His extensive background, both within Canada and internationally, allows him to provide comprehensive solutions tailored to the unique challenges faced by a wide-ranging clientele. With his wealth of knowledge and dedication to delivering exceptional results, Jas is an invaluable resource for individuals and businesses seeking expert guidance in accounting, tax planning, and family enterprise advisory.
Resources discussed in this episode:
- Purposeful Institute Canada - purposefulplanninginstitute.com
- Family Enterprise Canada - familyenterprise.ca
Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.
- Website: BeaconFamilyOffice.com
- LinkedIn: Cory Gagnon
- LinkedIn: Beacon Family Office
- Email: [email protected]
Contact Jas Butalia | WBM Partners LLP:
- Website: wbmplip.com
- Email: [email protected]
- Phone: (403) 930 7320
We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.
Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.
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By Cory GagnonIn this engaging episode, Jas Butalia shares his journey from a traditional CA to a family business advisor, highlighting the importance of mentorship, learning from mistakes, and adapting to meet clients' evolving needs. Jas discusses how his mentors encouraged him to explore tax planning, even if it meant making errors, as they provided a safety net for growth.
A pivotal moment in 2009 led Jas to realize that family businesses required more than technical expertise; they needed guidance on family dynamics and continuity planning. He emphasizes the significance of asking probing questions to understand clients' true goals and visions, challenging their assumptions, and educating them on the broader definition of value beyond financial metrics. Jas also touches on the evolving roles of patriarchs and matriarchs in family enterprises and the importance of coaching rather than advising to empower families in their decision-making processes.
About Jas Butalia:
Jas Butalia, a Partner at WBM Partners LLP, is a seasoned Chartered Accountant and tax practitioner with over 50 years of experience. His impressive career includes serving as a Tax Partner in western Canada with one of the largest national and international accounting firms, where he honed his expertise in navigating complex tax landscapes. Jas' versatility is further demonstrated by his experience as a CFO for a private family farm corporation with over 54,000 acres in cultivation, showcasing his ability to apply his knowledge to diverse industries.
As a Chartered Professional Accountant, Trust and Estate Practitioner, Family Enterprise Advisor, and Professional Coach, Jas brings a multifaceted approach to his clients' needs. His extensive background, both within Canada and internationally, allows him to provide comprehensive solutions tailored to the unique challenges faced by a wide-ranging clientele. With his wealth of knowledge and dedication to delivering exceptional results, Jas is an invaluable resource for individuals and businesses seeking expert guidance in accounting, tax planning, and family enterprise advisory.
Resources discussed in this episode:
- Purposeful Institute Canada - purposefulplanninginstitute.com
- Family Enterprise Canada - familyenterprise.ca
Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.
- Website: BeaconFamilyOffice.com
- LinkedIn: Cory Gagnon
- LinkedIn: Beacon Family Office
- Email: [email protected]
Contact Jas Butalia | WBM Partners LLP:
- Website: wbmplip.com
- Email: [email protected]
- Phone: (403) 930 7320
We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.
Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.