Meet the Accounting Team

Partners

Terry Berg

CPA, CGA, CFP, CBV

Senior partner of the firm, Terry achieved his CGA designation in 1984 and has subsequently added his CFP (Certified Financial Planner in 1999) and CBV (Chartered Business Valuator in 2000, as well as completing the CICA In-Depth Tax Courses in 2000.
Terry applies his specialized knowledge to complex tax and estate planning issues, corporate reorganizations and business valuations.

Away from the office, Terry enjoys getting away with family and friends to the families’ cabin in the woods or condo in the sun. He also enjoys woodworking, gardening, listing to vintage records on his vintage stereo system and visits with his two beautiful granddaughters and handsome grandson.

Call Terry at: (604) 588-8585 extension 224

Graham Schmidt

CPA, CGA

The managing partner, Graham has been with the firm since 1983. Graham is married with four children and enjoys camping, travelling, sports and all types of family activities.

Call Graham at: (604) 588-8585 extension 225

Accountants

John Bowling

CPA, CGA

John joined the firm in 1988 and in 1990 received his CGA designation. He handles much of our trust and estate work as well as a senior accounting responsibilities. In addition to preparation of personal and corporate income tax returns & financial statements, he enjoys helping our clients with their accounting, computer and software systems.

When he is not in the office, he enjoys family “get-aways” to their cabin at Horne Lake, quadding, boating, paddle boarding, “Floating”, and road trips.

Call John at: (604) 588-8585 extension 223

Jamie Berg

CPA, CGA

Jamie has been with the firm since 1996 and attained his CGA designation in 2008 and has subsequently completed the CICA In-Depth Tax Courses. Jamie specializes in personal and corporate tax matters, including tax planning, preparation of financial statements and tax returns.

Outside of the office, Jamie and his wife are kept busy by their two children. The family enjoys year round camping getaways in their RV.

Call Jamie at: (604) 588-8585 extension 222

Andrea Berg

Junior Accountant

Andrea has rejoined our firm and assists with bookkeeping, year ends and tax returns.

Andrea enjoys living in Vancouver where she can walk or bike her way around the city. She loves to cook, do yoga and spend time with family and friends.

Call Andrea at: (604) 588-8585 extension 232

Support Staff

Shannon Schaffer

Office Administrator

Shannon has been with the firm since 2014. Shannon is married with two teenage daughters. She enjoys spending time with her family, fishing for salmon and halibut, hiking and cooking.

Call Shannon at: (604) 588-8585 extension 233

Stacie Fawcett

Reception

Stacie has been with the firm since 2015. She spends her spare time practicing photography, gardening, cooking, and taking trips to the Sunshine Coast to visit family.

Call Stacie at: (604) 588-8585 extension 100