Graduate of UBC Commerce program in 1986 and received Chartered Accountant designation in 1989. Wendell completed the CICA In-Depth Tax Program in 1993, the Advanced Corporate Reorganizations program in 1994, and received Certified Financial Planner designation in 1998. He has extensive experience in tax and business planning for owner-managed businesses including acquisitions, dispositions and integrated business-growth strategies.
Graduate of UBC Commerce program in 1989, received Chartered Accountant designation in 1993, received the Certified Financial Planner’s designation in 1998, completed the Income Tax Practice Course in 1998 and completed the Canadian Securities Institute’s Canadian Securities Course with honours in 2000. Ex has completed all levels of the CICA In-Depth Tax Program. He has extensive experience in and practices mainly in the area of tax planning, accounting and business services for small and medium-sized companies.
Graduate of BCIT’s Accounting program in 2007, and received Chartered Accountant and Certified Financial Planner designation in 2010. Shiv has completed all levels of the CICA In-Depth Tax Program. He has extensive experience in the area of tax planning, accounting and business services for small and medium-sized companies and professionals
Heather Balfour, BTech, CPA, CA
Heather is a Chartered Accountant and a graduate of BCIT’s Accounting degree program. She has 10+ years of experience working with small to medium-sized companies and professionals in the areas of tax planning, accounting, business services, and CRA tax audits. Her passion is simplifying complex issues into understandable, actionable steps and her clients appreciate the simplicity and calmness she brings to her services. She works virtually with her clients and team from her home office in Salmon Arm, BC and is able to make in person meetings in the Lower Mainland and Okanagan.
Jared Behr, CPA, CA, CBV, CFF
Jared is a Chartered Accountant, a Chartered Business Valuator and is Certified in Financial Forensics (through the American Institute of Chartered Professional Accountants). Jared has 10+ years of private company accounting service experience. Specialized experience in litigation support for matrimonial disputes and related valuations services for private companies.