Glen is a results focused tax accountant with business experience in public accounting, auditing, tax planning, strategic planning, and business development for domestic and international operations. Glen has a refreshing approach to client relations. He is committed to delivering clear communication to clients and is always willing to go the extra step to help educate clients along the way. His clients value the leadership role Glen plays and his ability to develop a big picture plan. Glen commutes from his Penticton office to support clients in Alberta and British Columbia. His public practice experience includes: accounting, tax work, and management consulting. He has corporate experience in financial analysis; activity based costing, financial modeling, growth strategies for the IT industry, project management and leadership for financial system implementations. Glen also has numerous years of tax experience with Canada Revenue Agency in senior audit, head office appeals, and as in-house instructor of tax courses. Glen is a family man and in his spare time he enjoys a healthy dose of culture, mountain biking and skiing. In 2014, Glen successfully completed his first, and possibly last, distance triathlon Challenge Penticton.
Get a hold of Glen: email@example.com
As a young and eager Chartered Professional Accountant who grew up in the Okanagan Valley, Andrew decided what better way to establish himself in a community he loves, by serving the local business community himself. He has the expertise and experience necessary to guide you through the steps to build & maintain your business.
Andrew graduated with a BSc in Biology from UBC Vancouver before he decided to pursue accounting at UBC’s Sauder School of Business. After graduating, the Okanagan local returned to the valley to work with South Okanagan’s largest public accounting firm and obtain his professional accounting designation. The know how & experience he gained there empowered him to be an entrepreneur who assists others in success. After starting his own practice in 2013, he joined Glen in 2015 and is now focused exclusively on corporate clients, their shareholders & related planning aspects.
Outside of work, Andrew occasionally serves on the boards of local organizations. He is an avid outdoor enthusiast spending time with his family, skiing and snowboarding at Mount Baldy, and winding along single-track bike routes throughout the South Okanagan.
Get a hold of Andrew: firstname.lastname@example.org
Carla is a motivated Chartered Professional Accountant who strives to get the best results for her clients. Raised in the Okanagan, she appreciates seeing how much the Valley has changed over the years and enjoys being part of the change.
Carla obtained her CA designation in 2004. Since that time, she worked in public practice until 2012 as a senior manager at another local accounting firm gaining experience in various aspects of public practice including accounting from compilations to audits, tax planning – personal, corporate and estate, corporate restructuring, financial analysis and assisting clients involved with CRA audits to list a few. Wanting to broaden her experience and knowledge, she decided to join Spectra Venue Management as the Director of Finance at the South Okanagan Event Centre Complex in Penticton. There she oversaw the accounting systems for the four venue complex as well as having a Regional Director of Finance role with Spectra where she assisted with and reviewed the financial results of other venues throughout Western Canada and USA (Abbotsford, Dawson Creek, Nanaimo, Alaska, Idaho, Arizona and Washington). During her time there her experiences led her to prepare and review elaborate budgets and ensure the successful implementation of the budgets along with other operational aspects of the accounting departments. In 2019, Carla joined OKV to return to working one on one with clients to help them navigate their businesses to success.
In her downtime, Carla is a mother of two hockey players, one of whom has joined the Junior Hockey world and the other close behind. When she is not following her boys around, she also enjoys the outdoor experiences that the area has to offer including golfing, hiking, enjoying the beautiful lakes and experiencing the many tastes of the Valley.
Get a hold of Carla at: email@example.com
Kim graduated from Saskatoon Business College in 2001 and worked in the tourism industry for 3 years. Opting for more of a challenge she enrolled in the Certified General Accountants program and moved to the Okanagan in 2005 to begin her career in the public accounting field. She worked for a public accounting firm for 5 years before joining the firm in the fall of 2010.