Michael's focus is helping his clients control their financial futures. He believes in continually learning and improving his and his team's skills to provide the best service he can. In 1997, Michael earned his CGA, he added a Certified Planner designation (CFP) in 2011, and he most recently completed a specialty as a Certified Divorce Financial Analyst (CDFA), in 2015.
Jacqueline is a designated CPA who switched from a large accounting firm environment to our smaller, closer-knit practice in 2011. Jacqueline works closely and exclusively with all our physicians, and is often the intermediary between you and your staff, our bookkeepers, the College, MD Management Ltd., Doctors of BC, and Michael. Jacqueline always shines through in her level of service.
Pam and Judy
Both Pam and Judy are exceptional bookkeepers, each with over 25 years of experience with payroll and bookkeeping challenges. Additionally, Pam takes on the important task of related audits, administration of GST, PST and Worksafe issues, as well as T3, T4, and T5 return and slip filing. Pam has been a part of our team since 1995. Judy has been with us since 1999.