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Jamie (left) graduated the CGA program in 2008.Also in the photo are his dad (Terry, centre), and his uncle who graduated at the same time. |
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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) 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. |
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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.
Graham also enjoys ATVing, volleyball, snow skiing and dirt-biking. |
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| Accountants |
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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. |
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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
Jamie has been with the firm since 1996 and attained his CGA designation in 2008. Jamie is responsible for preparation of personal and corporate financial statements and income tax returns.
Jamie enjoys the "great outdoors", which includes camping during the summer and snowboarding during the winter. He is also a big hockey fan and plays once a week. |
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| Support Staff |
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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 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. Shona also enjoys gardening, sewing, knitting and painting. She recently got her motorcycle licence so has added road trips and motorcycle maintenance to her schedule. |
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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. |
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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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