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Jon Milligan Partner Penticton +1 250 492 9983

As an advisor, my number one priority is to help my clients achieve their goals. From preparing financial statements to filing tax returns to providing business and succession advice, I enjoy spending time with my clients to learn about their business and identify opportunities. It’s a formula that’s delivered great results for my clients over my 30+ year career.

I work with owner-managed private businesses and individuals in a wide range of industries including wineries, agriculture, professional services, construction, tourism, food and beverage, and retail.

 

Outside of the office, I love to be out on the water boating or waterskiing, and I enjoy cycling, camping and exploring the great outdoors. Community involvement is also very important to me, and I’m a proud member and Treasurer for the Penticton Rotary Club.