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| Partners in your success® |
101-15399 102A Avenue
Surrey BC V3R 7K1 |
604-588-8585
Toll free in BC 1-888-588-8989
Fax: 604-588-6708
mail@schmidtberg.com |
Note we are upstairs.
See Contact Us for hours, directions, parking, etc. |
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| Partners and Staff |
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| Partners |
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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 in 1999) and CBV (Chartered Business Valuator in 2000, as well as completing a CICA in-depth tax course 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. He also enjoys woodworking, gardening and his new role as grandfather to Sophia Maria who was born in March, 2009. |
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Graham Schmidt, 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.
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| Accountants |
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John Bowling, CGA
John handles much of our trust and estate work as well as senior accounting responsibilities. John also administers our office network, software and computer demands as well as advising our clients.
John enjoys family "get-aways" to their cabin at Horne Lake, quadding and geocaching. |
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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. |
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Jamie Berg, CGA
Jamie has been with the firm since 1996 and attained his CGA designation in 2008. He is responsible for preparation of personal and corporate financial statements and tax returns.
Jamie has been enjoying his new role in life as a father, since the birth of his daughter in March of 2009. He and his family regularly spend time at the “family” cabin, located in Manning Park - a perfect destination for his favourite outdoor activities which include hiking, snowboarding and canoeing! |
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| Support Staff |
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Shona LaFortune
Shona handles a wide range of office administration for the firm.
She is an avid photographer and volunteers her time as a photo evaluator and presenter for photography groups. She also enjoys gardening, sewing, knitting, painting, and motorcycle road trips. |
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Debbie Burke
Debbie started with our firm in 2000. She is our receptionist, assisting in most aspects of the office administration.
Becoming a grandparent is truly a joy. Debbie enjoys cross stitching and other crafts, sunny afternoons on the patio, photography, and travelling. Fall 2008 provided a wonderful Mediterranean trip for Debbie and her husband. Plans for the next trip are in the works ...just wait for 2010.
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Michelle Vecchio
Michelle is our newest employee and assists with bookkeeping for our clients and some of our general office administration.
Outside of work, Michelle enjoys being active in her church, reading and is always training for the next Half Marathon |
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