Marcos Caballero

Marcos possesses an extensive professional background primarily focused on tax and assurance services. His practice primarily centers on tax planning, encompassing corporate reorganizations, tax strategies involving trusts, and estate planning for owner-managers and high net worth individuals. Additionally, Marcos holds experience in providing assurance services across diverse industries, including real estate, financial services, pharmaceuticals, public agencies, and non-profit organizations.

Marcos commenced his journey with our firm in January 2016, fresh from his graduation at the University of Ottawa with a Bachelor of Commerce. In 2017, he furthered his academic achievements by obtaining a Master of Accounting from Carleton University. Marcos achieved his CPA designation in 2019 and is currently in the process of completing the CPA Canada's In- Depth tax course, which is anticipated to be finished in 2024. He is an active member of The Canadian Tax Foundation.

Beyond his professional pursuits, Marcos finds joy in activities such as swimming, cycling, and spending quality time outdoors with his family.