Stephen obtained his Bachelor of Commerce degree from the University of Calgary, majoring in accounting in 2006 and possessed his CGA designation since 2010.  He has over 10 years of accounting experience in industries and not-for-profit organizations which enable him to better understand clients' needs and provide effective accounting and business advice to small and medium-sized business.  Stephen is responsible for preparing and reviewing Compilation engagements, personal and corporate tax returns and other accounting or tax related services provided to our valuable clients.

Stephen has continually engaged in professional development in order to serve his client's best interest.   

Stephen has successfully completed the CPA In-Depth Tax Course offered by CPA Canada — Canada’s most comprehensive advanced tax training program for professional accountants. This multi-year program provides in-depth expertise in complex areas of Canadian income tax, including corporate reorganizations, owner-manager planning, estate and succession planning, and advanced tax strategy.  This achievement reflects a high level of technical tax expertise and professional commitment.

Stephen has also completed the Trust and Estate Practitioner (TEP) program through STEP Canada, a globally recognized professional body for specialists in trusts and estates.  The TEP designation demonstrates advanced expertise in estate planning, trusts, estate administration, tax planning, and wealth succession strategies. This credential reflects Stephen’s commitment to providing clients with comprehensive, knowledgeable, and strategic advice in complex estate matters.

in addition,  Stephen has recently taken the following tax related courses:

• Advanced Tax Planning Strategies
• Tax Issues in Setting Up a Business
• Tax Issues in Shutting Down the Corporation
• Income Splitting
• GST/HST and Real Property
• Income Tax Issues Dealing with Real Estate
• ASPE in the Real Estate Industry