MEET OUR TEAM
We have the know-how you need.
Mackenzie Park, CPA
"I see myself as a business partner invested in ventures with each and every one of my clients. Being a part my clients' dreams and seeing it through to reality is why I love what I do."
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Obtained Bachelors of Honours Business Administration (HBA) at Ivey Business School
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3 yrs articling at PricewaterhouseCoopers in the Assurance group where she obtained her Chartered Professional Accounting ("CPA") designation and led various audits and reviews of public, private, and non-profit organizations
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1 yr as a management consultant within the Consulting and Deals group at PricewaterhouseCoopers
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3 years in public practice providing full service accounting to small and medium sized businesses
OUR VALUES
We are open, honest, and ethical.
We believe in collective genius, and you are part of it.
We love to simplify and educate.
We are accountable to results/impact.
We are all about enjoying the journey.
Rob Lee, CPA, CBV
"A solid understanding of numbers can empower people to do more with their lives. My mission is to help our clients do just that."
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Obtained Bachelors of Honours Business Administration (HBA) at Ivey Business School
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3 yrs articling at PricewaterhouseCoopers in the Assurance group where he obtained his CPA designation and led various audits and reviews of public and private companies
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1 yr of experience as a Financial Analyst at Shareworks by Morgan Stanley
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2 yrs of experience valuing businesses at PricewaterhouseCoopers in the Deals - Valuations group where he successfully obtained his Chartered Business Valuations (CBV) designation
James Park,
Tax & Business Specialist
"I like to provide big picture solutions for problems by drawing from a catalogue of prior experiences and knowledge."
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10 yrs as an investment banker in Seoul, New York, and Chicago
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Passed qualifying examination for Certified Public Accountants in the US
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3 yrs as an Accountant at MacLeod and Associates, CPA accounting firm in Calgary
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18 yrs practicing tax planning/filing, business consultation, foreigner tax consultation, etc for clients in various towns and cities in Western Canada