For over 35 years, we have provided integrated financial services and advice to make businesses more successful. We are large enough to deliver this breadth and depth of advice, but small enough that you get direct access to senior advisors.
We hope OUR passion for what we do will let you concentrate more effectively on YOUR passion.
Meet our team:
|Don Nilson, B. Comm., M. Sc. (Bus. Admin.), CPA, CMA, FCMA, CFP, TEP, Fellow of FPSC™, Life Member CMABC|
|Don oversees the day-to-day management of both firms. His primary focuses are business advisory services, corporate and personal tax, investment management and business year-ends. More info …|
|Gary George, B.A., CIM – VP – Investor Services|
|Upon graduating from the University of Alberta in 1983 with a Bachelor of Arts in Economics, Gary immediately entered into his career in the Canadian capital markets. More info …|
|Joan McCance, B. Comm., CPA, CMA – Manager of US Tax Services|
|Joan completed her B. Comm in 1976 and spent seven years in commercial lending and industry accounting in the real estate development sector. Her business school major at UBC was in industrial relations. More info …|
|Errin Mechler, CPA, CMA, BBA – Associate, Manager of Personal Client & Trust Services|
|Errin completed her CMA designation in 2007 and spent 12 years with a CGA firm. After stepping out of public practice for a short period of time and holding a CFO position in the diamond industry, she felt the draw to return to Public Practice and joined our firm in the summer of 2013. More info …|
|Colleen Jarrar, Office Manager|
|Colleen worked in industry as a Controller for over 10 years before leaving in 1995 to raise her young family. During this time, she joined us briefly part-time helping with our corporate clients’ bookkeeping needs. More info …|