The number one question I’m asked by new clients is: “Why hasn’t my accountant ever told me that?”

Most of my clients come to me through referrals, and they’re looking for someone who is reliable, trustworthy, and straightforward. They need someone who can balance technology with simplicity and top-quality services.

My experience in public and private accounting is one of the main reasons I can provide “out-of-the-box” services. Early in my career, I worked at one of the top four accounting firms in Edmonton. After creating my own CPA firm in Edmonton, I began providing professional services to a number of public firms, private corporations, and not-for-profits. Over the years, I have also had the opportunity to help high-net-worth individuals optimize their finances and create long-term tax and retirement strategies.