Neil Cockburn, FCPA, FCA, FEA, CFP, TEP, is Director of Family Enterprise Advisory Services at Kingston Ross Pasnak LLP in Edmonton, Alberta, and leads the firm’s Family Enterprise Advisory practice. He works with business owner-managers and their families on tax-efficient structures for their business, acquisition and divestiture opportunities, and the transition of family wealth and business to the next generation.
Fellow Chartered Accountant (FCA) and Fellow Chartered Professional Accountant (FCPA), 2018
Trust and Estate Practitioner (TEP), 2003
Certified Financial Planner (CFP), 1998
Chartered Accountant, Alberta, 1984
Bachelor of Commerce, University of Alberta, 1981
Experience
Over the past 40 years, Neil has worked with businesses and organizations from startup companies to very large private enterprises across a number of industries, building experience in personal and corporate tax and estate matters. He has advised on business acquisitions and divestitures and guided clients through significant transactions, working closely with KRP’s tax and valuation teams.
Neil works with businesses and families together, connecting family business advice with personal advisory services. He focuses clients on what is coming and asks a key question: “Are you ready?” Readiness covers several areas, including:
Wills and real estate planning
Estate terminal tax liability and planning
Business succession planning
Corporate governance (advisory vs. fiduciary)
Family governance, values, and constitution
Business exit planning
Neil holds the TEP (Trust and Estate Practitioner) and FEA (Family Enterprise Advisor) designations. Over 20 years as a TEP, he has learned what works effectively in family wealth transition.
If you have questions about your family business or family wealth transition, contact Neil to talk through planning for the future.
Professional & Community Activities
Finance Committee, Rotary Club of Edmonton Riverview
Treasurer and Member, Executive Committee - Mountson Securities Inc.
Finance and Risk Management (FARM) Committee, Windermere Golf & Country Club
