So what’s the story here?
I’m a second-generation Chartered Professional Accountant, who one day got really angry at the lack of help out there for clients who had really complicated tax and financial affairs, but their bank balances weren’t large enough to matter to the Big Banks and downtown Toronto firms. This practice is my attempt to push back at that nonsense.
Schooling? Sure. Graduate of the Southern Alberta Institute of Technology. Advanced Certificate in Accounting from the Chartered Professional Accountants of British Columbia. Graduate of the last class to get the Chartered Accountant designation. Practising member of the Alberta Institute of Chartered Professional Accountants.
Was I always an angry tax guy? Not always. Before the suit-and-tie gig, I spent some time carpentering and building log houses on a tiny island on the Gulf Coast. Also spent some time as a cowboy and guide on the ranches of Alberta and the mountains of British Columbia. After an incident with a horse and a river, I decided that education is a good thing. Also decided that the opportunity to step into a second-generation practice was a once-in-a-lifetime opportunity, and probably a smart choice. (Morgan Freeman narrating-voice: “And it was.”)
These days I write about tax stuff, add numbers, and talk into a microphone weekly over on www.canadiantaxpodcast.ca