Jim Mcconnery

Managing Partner at Welch LLP

Jim McConnery has a Bachelor of Commerce degree in Finance from the University of Ottawa. Jim has worked at PricewaterhouseCoopers as a Tax Senior Manager from 1997 to 2007, where Jim focused on tax planning for private companies and high net worth individuals. Jim then moved on to WelchGroup Consulting from 2011 to 2012 as President, where Jim introduced the Chairman's View methodology for maximizing value for private companies. Currently, Jim is a Partner at Welch LLP since 2007, specializing in tax and estate planning for high net worth individuals and business owners, with extensive transaction experience in advising from both buy and sell perspectives.

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  • Managing Partner

    Current role