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KRP is the largest independent accounting firm in Alberta.  We offer a full range of accounting services but my role specifically is to manage the estates and trusts for our firm.  As a certified Trust and Estate Practitioner, I can help the executor to wade through the onerous tax filings and CRA requirements for Canadian and foreign residents, including corporate and personal estate planning, tax effective corporate windups and personal tax requirements.

CURRENTLY THE CHAIR OF THE ALBERTA CEAN CHAPTER.

Helping clients achieve their financial goals for over 100 years

Generations have trusted Odlum Brown with their financial futures. A fully independent Canadian investment firm, we offer integrated wealth management solutions tailored to you.

As a member of our Odlum Brown Financial Services Limited (OBFSL) team, I support financial planning services provided exclusively for Odlum Brown clients. With 35 years of experience in financial services and credentials including BA, CFP®, FMA and CPCA®, I  enjoy providing education and planning solutions to our clients and colleagues at Odlum Brown.

Financial Security Advisor & Investment Representative. Wealth and Estate planning, Investment Advice, RRSP, TFSA, FHSA, RESP, RDSP. Life, Disability, Accident, Group Benefits. I offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. I’ll be here to help you with every step, every decision and every success.

Gabrielle attended law school at the University of Surrey in the United Kingdom. Upon her return to Canada, she completed the Internationally Trained Lawyer Pathway program at the University of Alberta and received her National Committee on Accreditation qualifications through the Federation of Law Societies. During her time in Law School Gabrielle volunteered with various student organizations, including, L’Association des jurists d’expression francaise de L’Alberta.

After becoming a member of the Law Society of Ontario, Gabrielle completed The Osgoode Intensive Program in Wills and Estates at York University. She is currently in the process of obtaining her Tax & Estate Practitioner (TEP) designation.

With her long-standing roots in Orleans, Gabrielle is fluently bilingual and is pleased to serve her clients in French and English.

We have been in business since 1992. We provide advice and solutions to financial problems for clients in the areas of Protection, Accumulation and Retirement.  Implementing a financial plan for our clients that addresses risk management, increasing wealth and retirement planning allows us to always be objective-based when it comes to any recommendations we present to our clients.  

Doug Robertson,CFP.

As an Edward Jones Financial Advisor it is important for me to ensure that my clients are in the driver's seat when it comes to investing. I believe that education is the key to investing successfully. I am committed to helping my clients understand what they are investing in, and how these investments will help them to achieve their financial goals. Earning the trust of my clients is my number one priority.

A native of Montreal (bilingual), I moved to Europe in my late 20's to run an import/export business in Europe and North Africa. While travelling, I met my wife Tamara and we moved back to Canada to raise our beautiful daughters. After arriving in Canada I worked in the financial services industry for several years. I joined Edward Jones in 2013 because of the opportunity to run my own business backed by the resources of a well-established firm that shares my commitment to always putting the client first.

A 20-year resident of Oakville, I currently serve many individuals, families and business owners in the community who share my straightforward approach to investing. My business is supported by our Branch Office Administrator, Elizabet Baran, who is passionate about customer service and administrative excellence.

Springrocc draws together industry experts and talented resources who are deeply committed to addressing your financial well-being with a particular focus on wealth, tax, and estate planning for both individuals and businesses. Springrocc provides a wide range of insurance and asset management solutions for individuals, families, and business owners. We believe that trust is built on four facets: Benevolence, Integrity, Dependability, and Competence. Whether handling policy claims, growing and protecting your retirement and investment savings, or providing mental health support for our team, we are committed to improving your life.

Alberta born and raised, I am proud to have served Lethbridge for the past 14 years. I am passionate about providing easy to understand, professional advice to my clients with integrity. I partner primarily with professionals, business owners and farm families. I take immense pleasure in working with multiple generations of the families I serve.

I hold the Certified Financial Planner® designation: long considered the gold standard of financial planning in Canada. I also hold the CIM® (Chartered Investment Manager) designation and am a fellow of the Canadian Securities Institute (FCSI®). I would consider myself a lifelong learner and am always looking for new ways to grow my impact.

I take pride in knowing each of my clients on a personal level so I can truly understand what is important to them. Before investing your hard-earned savings, I want to become invested in you! I will partner with you throughout your life with tailored solutions so you can confidently work towards your goals. As important as having a strategy is, execution is just as vital. As we work together, life is certain to throw you curveballs; I will adapt to changes along the way.

My branch partner, senior branch office administrator Brenda is the first smiling face you will see when you come into our office. We have been together for 9 years. She is a true asset to this process and diligently takes care of our clients.

As a partner of the firm, I know Edward Jones puts its client's interests first. We consistently rank high in client satisfaction surveys. Together our 19,000 advisors manage over $2 trillion in assets for our clients. The size and scale of Edward Jones allows us to continuously invest in tools and research. This results in better outcomes for our clients and provide the most informed advice.

Chartered Professional Accountant's office with two CPAs, three tech and two admin.  We prepare personal and corporate returns as well as estates and trusts.   We have a small list of American clients that we do 1040 returns for.