2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Jason Trefanenko
Jason Trefanenko, CPA, CGA, CEPA
Partner, McLaren Trefanenko Inc., Chartered Professional Accountants
Jason Trefanenko is a Chartered Professional Accountant (CPA, CGA) and Certified Exit Planning Advisor (CEPA) with over two decades of experience...
ABOUT JASON
Jason Trefanenko, CPA, CGA, CEPA
Partner, McLaren Trefanenko Inc., Chartered Professional Accountants
Jason Trefanenko is a Chartered Professional Accountant (CPA, CGA) and Certified Exit Planning Advisor (CEPA) with over two decades of experience supporting privately held business owners through corporate transitions, tax strategy, and estate planning. As a partner at McLaren Trefanenko Inc., Chartered Professional Accountants, Jason works closely with clients to align personal, financial, and business goals—ensuring they are prepared for both planned exits and life’s unexpected turns.
Jason specializes in strategic tax planning, financial reporting, estate planning, and value acceleration, offering a comprehensive approach to help business owners preserve and transfer wealth effectively. His collaborative style and deep technical knowledge ensure clients receive clear, tailored guidance at every stage of the planning process.
Based in New Westminster, British Columbia, Jason serves clients across Canada with a commitment to building lasting relationships rooted in trust, clarity, and measurable results.
📞 778-327-6846
