Terry Berg, CGA, CFP, CBV

Senior partner of the firm, Terry achieved his CGA designation in 1984 and has subsequently added his CFP (Certified Financial Planner) and CBV (Chartered Business Valuator) designations.

Terry applies his expertise to complex tax and estate planning issues, corporate reorganizations and business valuations.

Away from the office, Terry continually renovates his house and cottage.

Graham Schmidt, CGA

The managing partner, Graham has been with the firm "almost" as long as Shona.  His responsibilities include meeting clients, reviewing and monitoring most projects, and the many other tasks inherent with running a business.

Graham is married and has four young children.  The "tribe" spends plenty of time at the family cabin near Princeton, and camping in BC and Washington State.

John Bowling, CGA

Joining the firm shortly before receiving his CGA designation in 1990, John has been instrumental in computerizing the office, and continues to satisfy his technical nature by administrating the office network and software demands, and consulting on computer related matters for our clients.  He also handles much of our trust and estate work as well as senior accounting responsibilities.

John enjoys family "get-aways" to their cabin at Horne Lake, quadding and geocaching.

Kirk Koroll, CGA

Kirk has been with us since 1992, and received his  CGA designation in 1993.  Corporate and personal income tax planning and preparation fill Kirk's work days.  Outside the office Kirk likes hiking, camping and playing pool.

Jamie Berg

Jamie has been with the firm since 1996 and is currently working towards his CGA designation.  Jamie is responsible for preparation of personal and corporate financial statements and income tax returns.

Shona LaFortune

Shona has been with us since 1981,  through many changes in office  technology.  With Debbie's assistance, she handles our office administration. She also does bookkeeping and particularly enjoys database design and management for the firm and our clients.

An avid photographer, Shona volunteers her time as a photo evaluator and presenter for photography groups.  She prefers being outside: camping, walking or gardening but in winter she works on sewing, knitting and stitching projects, and in her traditional and "digital" darkrooms.

Debbie Burke

Debbie has been with us since 2000.  She is our receptionist and assists in most aspects of the office administration and secretarial responsibilities.  Debbie is also a serious potter, a member of the Fraser Valley Potters Guild, and a trained floral arranger.  She also finds time to cross-stitch and garden.