Casandra Bardwell

OFFICE MANAGER,
ACCOUNTING TECHNICIAN

Cassandra was raised in Kelowna and moved away for a few years after high school but couldn’t stay away from the Okanagan. She came back to complete her Business Administration Management Diploma in 1998 and has been working with the firm since 2003. She is involved in many areas of the firm from bookkeeping, personal tax returns, audits, and administration. In her spare time, Cassandra enjoys spending time with her husband Ken, enjoying the outdoors of the Okanagan Valley, and watching her children adventure out to different areas of the world.

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Amrit Buttar

CPA, CGA, BBA

CEO

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Erik Solbakken

BA, CPA, CA

STRATEGIC DIRECTOR

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Alexis Semeschuk

CPA, BBA

SENIOR ACCOUNTANT

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Thomas Puthuckayil

GRAD. DIPLOMA (ACC), PGDM (FIN), B.COM

ACCOUNTANT

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Jaclyn Noble

IT MANAGER,
EXECUTIVE ASSISTANT

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Peter McFadden

CPA, CA, TEP, MBA

CFO

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Kelly Ann Tardif

CPA, MPAcc, BA

SENIOR MANAGER

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Rena Schellenberg

CPA, CMA, B.COMM

SENIOR ACCOUNTANT

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Deanne Avelino


ACCOUNTING ADMINISTRATOR

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Shauna Buttar

BBA

CLIENT RELATIONSHIP MANAGER

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Erin J. Solbakken

B.COMM, CPA, CA

COO

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Stephanie Madahar

CPA, BBA

SENIOR ACCOUNTANT

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Lexie Terry

BBA

SENIOR ACCOUNTANT

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Terri McDonald

BA

EXECUTIVE ASSISTANT

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Kamal Gill

CFP

FINANCIAL PLANNER

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Amrit Buttar

CPA, CGA, BBA

CEO

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Erin J. Solbakken

B.COMM, CPA, CA

COO

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Kelly Ann Tardif

CPA, MPAcc, BA

SENIOR MANAGER

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Alexis Semeschuk

CPA, BBA

SENIOR ACCOUNTANT

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Lexie Terry

BBA

SENIOR ACCOUNTANT

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Terri McDonald

BA

EXECUTIVE ASSISTANT

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Jaclyn Noble

IT MANAGER,
EXECUTIVE ASSISTANT

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Kamal Gill

CFP

FINANCIAL PLANNER

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Peter McFadden

CPA, CA, TEP, MBA

CFO

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Erik Solbakken

BA, CPA, CA

STRATEGIC DIRECTOR

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Stephanie Madahar

CPA, BBA

SENIOR ACCOUNTANT

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Rena Schellenberg

CPA, CMA, B.COMM

SENIOR ACCOUNTANT

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Thomas Puthuckayil

GRAD. DIPLOMA (ACC), PGDM (FIN), B.COM

ACCOUNTANT

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Deanne Avelino


ACCOUNTING ADMINISTRATOR

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Shauna Buttar

BBA

CLIENT RELATIONSHIP MANAGER

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Amrit Buttar

CPA, CGA, BA

CEO

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Peter McFadden

CPA, CA, TEP, MBA

CFO

READ MORE

Erin J. Solbakken

B.COMM, CPA, CA

COO

READ MORE

Erik Solbakken

BA, CPA, CA

STRATEGIC DIRECTOR

READ MORE

Kelly Ann Tardif

CPA, MPAcc, BA

SENIOR MANAGER

READ MORE

Stephanie Madahar

CPA, BBA

SENIOR ACCOUNTANT

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Alexis Semeschuk

CPA, BBA

SENIOR ACCOUNTANT

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Rena Schellenberg

CPA, CMA, B.COMM

SENIOR ACCOUNTANT

READ MORE

Lexie Terry

BBA

SENIOR ACCOUNTANT

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Thomas Puthuckayil

GRAD. DIPLOMA (ACC), PGDM (FIN), B.COM

ACCOUNTANT

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Deanne Avelino

ACCOUNTING ADMINISTRATOR

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Terri McDonald

BA

EXECUTIVE ASSISTANT

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Jaclyn Noble

IT MANAGER,
EXECUTIVE ASSISTANT

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Shauna Buttar

BBA

CLIENT RELATIONSHIP MANAGER

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Kamal Gill

CFP

FINANCIAL PLANNER

READ MORE