Jill Sing, CPA, CA, CFA, TEP, CFP
With over 25 years of multi-disciplined experience that spans the accounting, tax & financial planning, investment, insurance and philanthropy arenas, Jill is honoured and privileged to work with a select group of clients and families whose wealth will benefit future generations.
Jill graduated with an Honours BBA from the University of New Brunswick (Fredericton) and became a Chartered Accountant in 1990. After 10 years of public accounting practice in New Brunswick and Ontario, she transitioned to the investment industry, becoming a portfolio manager and investment consultant, eventually taking a position to lead the BC team of WaterStreet Family Offices, Canada’s first national multi-family office firm working exclusively with ultra-high net worth families.
In addition to being a Chartered Accountant, Jill is a Chartered Financial Analyst (CFA), Canadian Investment Manager (CIM), Trust & Estate Practitioner (TEP), Certified Financial Planner (CFP), and a CAFE- Certified Family Council Facilitator. She is a member of the CFA Institute Private Wealth Society Leaders Council, Victoria Estate Planning Council, the Canadian & BC Institute of Chartered Accountants, Trustee for the BC Institute of Chartered Accountants Benevolent Fund and a former director of the CFA Victoria Society, the Royal British Columbia Museum Foundation and the Vancouver Island Roundtable for the Canadian Association of Gift Planners.