Background

• 1987

  Received Bachelor of Business Administration from Simon Fraser University

  
  
• 1988

  Admitted to the Institute of Chartered Accountants of BC

  
  
• Joined the firm in 1991 and became a partner in 1997. Retired in 2023.

Preferred areas of practice include:

• Provision of assurance services
• General business consulting

Background

• 1991

  Received Bachelor of Commerce from University of Calgary

  
  
• 1994

  Admitted to the Certified General Accountants Association of BC

  
  
• 1999

  Completed the Canadian Institute of Chartered Accountants In-depth Tax Course

  
  
• 2007

  Completed the Certified Financial Planner Exam achieving the prestigious President's List

  
  
• Joined the firm in 1994 and became a partner in 2001.

Preferred areas of practice include:

• Corporate and personal tax
• Corporate reorganizations including the use of trusts
• Tax and general business consulting

Contact Donald

Background

• 2012

  Received Bachelor of Business Administration with a Major in Accounting from Vancouver Island University

  
  
• 2015

  Admitted to the Certified General Accountants Association of BC

  
  
• 2017

  Admitted to the Association of Chartered Certified Accountants of the UK

  
  
• 2019

  Completed the CPA Canada In-Depth Tax Course

  
  
• 2019

  Admitted to the Hong Kong institute of Certified Public Accountants

  
  
• 2023

  Completed the CPA Canada In-Depth Tax Issues Course for the Owner-Managed Business Tax

  
  
• Joined the firm in 2013 and became a partner in 2020.
• Steven has been actively involved with CPA Western School of Business and CPA Canada since 2016, taking on roles and responsibilities as exam center supervisor, presentation evaluator, and assessment marker for the CPA candidates.

Preferred areas of practice include:

• Corporate and personal tax
• Corporate reorganizations including the use of trusts
• Tax and general business consulting

Contact Steven

Background

• 2014

  Received Bachelor of Business Administration with a Major in Accounting from Vancouver Island University

  
  
• 2017

  Admitted to the Chartered Professional Accountants of BC

  
  
• Joined the firm in 2014 and became a partner in 2020.
• Kyle’s focus is on assurance engagements, corporate financial statements, trust and estate tax filings, along with being a member of our personal tax team.
  
  Since 2017, Kyle has also worked extensively with CPA Western School of Business and CPA Canada, serving as an online facilitator, assessment marker, and associate instructor for CPA candidates.

Contact Kyle

Background

• 1984

  Admitted to the Certified General Accountants Association of BC

  
  
• Joined the firm in 1984 and was a partner from 1990 to 2005.
• Cheryl consults for the firm in the areas of assurance engagements and financial statements, corporate and personal tax, and tax and general consulting.

Contact Cheryl

Background

• 1996

  Admitted to the Certified General Accountants Association of BC

  
  
• Joined the firm in 1993.
• Kim’s focus is on assurance engagements, corporate financial statements along with annual Trust income tax returns.

Contact Kim

Background

• 2014

  Received Bachelor of Business Administration with a Major in Accounting from Vancouver Island University

  
  
• Joined the firm in 2019.
• Zoey's focus in on corporate financial statements and assurance engagements.

Contact Zoey

Background

• Joined the firm in 1993.
• Kari provides full service bookkeeping including government remittances.

Contact Kari

Background

• Joined the firm in 2000.
• Barb’s focus is on general office administration and managing special projects. Barb also prepares corporate financial statements as well as provides on-going weekly and monthly bookkeeping services.

Contact Barb

Background

• Joined the firm in 1988.
• Shelley is one of the first smiling faces you see when you walk in the door or welcoming voices you hear when you contact our office. She provides administrative support including secretarial and reception duties.

Contact Shelley

Background

• 2015

  Received Bachelor of Business Administration with honors from the University of British Columbia

  
  
• 2022

  Received Master of Business Administration with distinction from Vancouver Island University

  
  
• 2022

  Admitted to the Chartered Professional Accountants of BC

  
  
• Joined the firm in 2021.
• Vivian's focus is on corporate financial statements and assurance engagements.

Contact Vivian

Background

• Joined the firm in 2021.
• Donna joins us with an administrative background in various office settings. She is one of the first smiling faces you see when you walk in the door or welcoming voices you hear when you contact our office. She provides administrative support including secretarial and reception.

Contact Donna

Background

• 2020

  Completed the Business Administration Diploma Program at Vancouver Island University

  
  
• 2023

  Completed the Payroll Compliance Professional course from the National Payroll Institute

  
  
• Joined the firm in 2022.
• Kennedy provides full service bookkeeping and payroll services.

Contact Kennedy

Background

• 2022

  Received Bachelor of Business Administration from Simon Fraser University

  
  
• Joined the firm in 2024.
• Jessica is currently on the path to attain her CPA designation. Jessica’s focus is on corporate financial statements and assurance engagements.

Contact Jessica

Background

• Joined the firm in 2024.
• Adam joins us with an extensive background in customer service. He is one of the first smiling faces you see when you walk in the door or welcoming voices you hear when you contact our office. His friendliness and humor are a welcome addition to the administrative support team.

Contact Adam