Meet
Jason J. Melo
CPA, CA, CFP, TEP, CPA (Illinois) | Chairman & Founding Partner
Jason specializes in assisting corporations, business owners and high net worth families with their financial, tax and business affairs. He brings tremendous passion and energy to every situation while taking a vested interest in helping clients achieve their objectives. Always ready to provide proactive advice he takes great pride in being a trusted senior advisor to clients and stakeholders.
A four-year Academic All-Canadian with the University of Windsor varsity hockey program Jason graduated (with Distinction) in 2005 and became a Chartered Accountant in 2007. He is licensed as a Certified Public Accountant in the State of Illinois (2009), obtained his Certified Financial Planner (CFP®) designation in 2010 and his Trust and Estate Practitioner (TEP) designation in 2022.
Prior to founding Melo LLP Jason spent the previous 17 years with both regional and national accounting firms. He held various senior positions specializing in both domestic and international taxation while spending the last 4 years as the CEO and Managing Partner of a regional accounting firm.
A true entrepreneur in his own right, Jason is the President and co-owner of the Leamington Flyers Junior Hockey Club and owns several entities in the construction industry that are focused primarily on residential and commercial building and development.
- Chartered Accountant (CA)
- Chartered Professional Accountant (CPA)
- Certified Public Accountant (CPA, Illinois)
- Certified Financial Planner (CFP)
- Trust and Estate Practitioner (TEP)
- Chartered Professional Accountants In-Depth Tax Course (Participant & Instructor)
- Bachelor of Commerce (Honours) – Business Administration (Co-op)
- Agriculture
- Professional athletes
- Construction
- Cannabis
- Real estate
- Manufacturing
- Medical, legal and other professional services
- Direct selling
- E-commerce
- Retail and wholesale
- Corporate consulting and advisory services
- Domestic / Canadian taxation and tax planning
- Purchase / sale of business
- Estate and succession planning
- Executive compensation planning
- Tax disputes
- Corporate reorganizations
- Non-resident taxation in Canada
- Canada / U.S. cross-border taxation / planning
- U.S. taxation
Contact Jason
Our Chairman & Founding Partner has 20 years of experience helping corporations, business owners and high net worth individuals achieve their financial, tax and business goals. He looks forward to connecting with you. We invite you to contact his executive assistant, Goldie Penner, whose info can be found below.