Kelly has been a supporter of the Chartered Professional Accountants of Canada “Financial Literacy Program” and was responsible for the updating of the “Effective Tax Strategies” educational session. He is the only Canadian on the BKR Medical Health Industry Committee. Is a former lecturer at the School of Chartered Accountants, Taxation and has served on the B.C. Institute of Chartered Accountants Taxation Committee and the Canada Customs & Revenue Agency Liaison Sub-Committee. Former chairman of the B.C. Institute of Chartered Accountants Public Practice Forum. Currently is one of nine members of the Canadian Institute of Chartered Accountants Small and Medium Sized Practices Advisory Group.

Scott joined Lohn Caulder LLP in 2004 where he advises clients on a variety of matters including personal, corporate and trust income tax as well as estate planning and corporate restructuring. Scott has been the U.S. tax manager at Lohn Caulder since 2008 and has extensive experience advising clients on U.S. individual, issues.

Estate planning and administration can often put individuals in positions where they are required to make difficult decisions. Michael is passionate about helping individuals work through their options by simplifying complex legal principles to ensure that the decisions they do make are well-informed ones. Michael can also analyze all sides of a sensitive situation to identify effective options for advancing our clients’ interests.

Ross is the President of Allan Financial, a specialty insurance advisory company offering a unique range of solutions to affluent and high net worth clientele. A true insurance specialist, Ross is the Allan in Allan Financial. He’s comfortable in a group of 3 or 300, and is always jockeying for the best offering for his clients. He believes in community. He’s known for his commitment, creativity and playfulness, and his talented team of caring people.