Jon Hreljac Email
Vice-President, Tax and Estate Planning @ iA Clarington Investments
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Jon Hreljac Location
- Toronto, ON, CA
Jon Hreljac Work
- Vice-President, Tax and Estate Planning @ (March 2026 - Present)
- AVP Regional Tax, Retirement and Estate Planning Services, Wealth @ (May 2013 - March 2026)
- Tax and Retirement Consultant @ (July 2011 - May 2013)
- Manager - Tax Services, Industrial Markets @ (February 2010 - July 2011)
- Tax Manager @ (January 2009 - February 2010)
- Manager - International Tax @ Xstrata Canada Corporation (May 2007 - December 2008)
- Specialist and Manager - Tax Services @ (July 2002 - April 2007)
Jon Hreljac Education
- The Institute for Divorce Financial Analysts
CDFA (CDFA)
2018-2019 - Society of Trust and Estate Practitioners
TEP (TEP)
2015-2015 - Chartered Professional Accountants of Canada
CPA (CPA)
2014-2014 - Financial Planning Standards Council
CFP (CFP)
2011-2012 - Canadian Institute of Chartered Accountants
In Depth Tax Course - Parts I, II & III (In Depth Tax Course - Parts I, II & III)
2003-2008 - Certified Management Accountants of Ontario
CMA (CMA)
2001-2004 - Brock University
Bachelor of Business Administration (BBA) (Accounting)
1997-2001
Jon Hreljac Skills
- Consultations
- Estate Planning
- Financial Analysis
- Tax
- Retirement
- International Tax
- Financial Planners
- Financial Advisory
- Investments
- Business Planning
- Pensions
- Mutual Funds
- Wealth
- Financial Services
- Strategic Financial Planning
- High Net Worth Individuals
- Accounting
- Corporate Tax
- Income Tax
- Wealth Management
- Estate Tax Planning
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Reviews
- Tax Advisory
- Investment Strategies
- Trusts
- Tax Accounting
- Tax Returns
- Tax Research
Jon Hreljac Summary
- Jon Hreljac, based in Toronto, ON, CA, is currently a Vice-President, Tax and Estate Planning at iA Clarington Investments. Jon Hreljac brings experience from previous roles at Manulife Investment Management, KPMG Canada and Crowe Soberman. Jon Hreljac holds a 2018 - 2019 CDFA in CDFA @ The Institute for Divorce Financial Analysts. With a robust skill set that includes Consultations, Estate Planning, Financial Analysis, Tax, Retirement and more. Jon Hreljac has 1 emails on RocketReach.
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