Neil Cockburn
As the Director and leader of KRP’s Family Enterprise Advisory practice, Neil works primarily with business owner managers, as well as their families to help them develop tax-efficient structures for their business, explore acquisition and divestiture opportunities, and the transition between family wealth and business to the next generation.
Education
- Family Enterprise Advisor (FEA), 2024
- 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 a variety of businesses and organizations, from startup companies to very large private enterprises across a number of industries, gaining experience with 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 seasoned tax and valuation teams.
Neil is passionate about working with businesses and families, bringing a holistic approach to the close connection between family business and personal advisory services. He has always focused clients on the horizon to consider what is coming and asks a key question: “Are you ready?” This encompasses readiness across several critical 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 his TEP (Trust & Estates Practitioner) designation and his FEA (Family Enterprise Advisor) designation. He has learned over 20 years as a TEP what can work effectively in family wealth transition.
If you find yourself with questions about your family business or family wealth transition, please reach out so we can explore how best to help you plan 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
- Member, Awards Nomination Committee – CPA Alberta
- Finance Committee, River Valley Alliance
- Treasurer, MTRS Club Soccer