We firmly believe that the 'TEAM' – us AND
you – will always achieve more together
We take a slightly different view to most other firms when it comes to the 'TEAM'. You see, our view is simple: the TEAM comprises of US AND YOU, not just us.
That's why we work so hard to build a solid relationship with you and all our other clients. It's what helps set us apart from all other accounting firms.
In fact the TEAM ETHOS we work to is the key ingredient in forging a successful relationship with you.
Having said that, let us introduce ourselves to you. Here's a brief introduction to the partners.
Timothy Donnelly, CA CFP
Tim specializes in tax. His practice includes Canadian and international tax cross border. Tim takes great pride in understanding not only the owner’s enterprises but also their personal and family goals to provide practical advanced tax strategies. He has extensive experience advising for the purchase and sale of a business.
Pam is experienced in all aspects of accounting across a broad client base ranging from multi-million pension plans to small sole proprietors. She is knowledgeable in both accounting and tax reporting requirements.
Alfred looks after a variety of owner managed businesses. His focus is on providing “full service” to the clients from statutory filing requirements to integrated personal and corporate financial planning, including the structuring of corporate reorganizations and estate or business succession plans.
Pei San Chan,
Pei San looks after the financial affairs of a variety of businesses. With a hands-on approach, Pei San focuses on helping her clients grow and prosper. She takes time to work with clients considering various tax implications of their decisions and offers planning strategies that could help them in reducing their tax liability.
So go ahead. Request your FREE meeting today. If you're still undecided, watch this video first and then enter your details in the form on the right of the page, or phone us direct on 780-488-7071.