KSV Advisory Canada’s Leading Boutique Advisory, Restructuring and Valuations Firm.

Jonathan Joffe

Senior Manager

Bio

In the fast-paced world of insolvency and restructuring, where every detail is critical and every situation is urgent, Jonathan Joffe takes on every project with a calm and even-keeled approach.

As a Chartered Financial Analyst and Senior Manager at KSV Advisory, Jonathan shines in situations requiring complex financial analysis. His attention to detail and technical knowledge, combined with his financial modelling skills, help him to produce polished, top-quality products in a timely manner.

Jonathan’s experience covers many industries including retail, restaurants, manufacturing, technology, construction and real estate, and includes assisting insolvent developers unable to complete planned projects.

Clients ranging from lawyers to lenders appreciate his responsiveness and his ability to find them the very best solutions even in the most complicated financial cases. Jonathan strives to create a smooth experience for his clients by addressing all possibilities in the first stage of a project and then anticipating follow-up questions and next-stage deliverables. He lightens the mood with his personable attitude, helping him to relate to his clients on a personal level beyond the numbers.

In addition to his CFA status, Jonathan is also a Trustee in Bankruptcy, a Chartered Insolvency and Restructuring Professional, as well as a Chartered Professional Accountant and a Chartered Accountant. He received a Master of Management & Professional Accounting degree from the University of Toronto’s Rotman School of Management, as well as a Bachelor of Commerce, Management from McGill University.

Education

  • Trustee in Bankruptcy (2015)
  • Chartered Financial Analyst (2013)
  • Chartered Insolvency and Restructuring Professional (2013)
  • Chartered Professional Accountant (2012)
  • Chartered Accountant (2009)
  • Rotman School of Management, MMPA, Accounting (2007)
  • McGill University, BComm, Management (2005)

Professional Associations

  • Turnaround Management Association
  • CFA Society Toronto