Munsoor A. Khan, CPA, CA

Enthusiast
DISC Type : i

Partner at Yale PGC LLP

Toronto, Ontario, Canada

Overview

Munsoor A. Khan is a Partner at Yale PGC LLP with over two decades of experience providing audit, assurance, and income tax advisory services. He specializes in serving entrepreneurs and owner-managed businesses in sectors like manufacturing, real estate, and financial services, and holds a Bachelor of Commerce from Toronto Metropolitan University.

He has specialized expertise in providing audit and assurance services for clients that report to a wide range of complex regulatory bodies, including CIRO, FSRAO, OSC, and RIBO.

Personality Overview

Consensus Focused

Amiable & Agreeable

Non-Confrontational

They prefer to build relationships rather than staying totally transactional.  Unlike D or C types, they are convinced more by stories and testimonials. They are generally friendly, so be careful when relying on their word.

Topics They Care About

Financial Regulation
Provides audit and assurance services to clients reporting to regulatory bodies like the CIRO, FSRAO, OSC, and RIBO.
Owner-Managed Businesses
Has over 20 years of experience advising entrepreneurs and family-owned businesses on audit, assurance, and tax planning.
Charity & NFP Audits
Provides specialized audit services to registered charities, not-for-profit organizations, and municipal government programs.

Media Appearances

Munsoor has no verified media appearances

Work History

8-2018
Partner at Yale PGC LLP
2-2015
Partner at Yale & Partners LLP
6-2007 - 1-2015
Senior Accountant at Yale & Partners LLP
1-2006 - 6-2007
Supervisor at Bennett Gold LLP Chartered Accountants
5-2004 - 1-2006
Accountant at Bennett Gold LLP Chartered Accountants

Education

2010 - 2012
In-Depth Tax Course from Canadian Institute of Chartered Accountants
2004 - 2006
C.A. from Canadian Institute of Chartered Accountants

More Information

Social Presence :

Prographics :

Exp : 21 Location : Toronto, Ontario, Canada Job Level : N/A Designation : Partner at Yale PGC LLP
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Insights For Selling To Munsoor A.

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Ask them how their day is going or exchange some other pleasantries
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t be excessively objective, be like a storyteller with them
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Munsoor A. is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Munsoor A.

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Munsoor A. move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Munsoor A. take some risk or not?

  • They can take some low-probability risks if needed.

You And Munsoor A.

Personality Compatibility


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