Like you, Gary Doran, knows what it means to own and run his own business. He understands the balance between taking risks and being efficient with costs. This blends well with his values of honesty, integrity, open communication, and the focus of having a strong high-quality team behind him.
Gary comes with a diverse background with over 24 years in public practice and held other positions such as owner/manager in farming, chief financial officer in private equity, and secretary treasurer of a public school board. He currently owns and operates an IGA grocery store and serves as a director of a mutual fund trust.
His holistic approach towards his clients and trying to understand all aspects of their business and personal life leads to creating a satisfying experience for them.
Companies such as Bumble Bee Baskets, Change my Life Coaching, and C4i Training & Technology have partnered with Gary to reach outcomes of operational efficiency, tax optimization, and audit effectiveness.
In his off time, Gary enjoys taking his boat out on the lake, mountain climbing, hiking, and enjoying the small moments with his family.
Like many tech geeks, advisory and technology expert Ryan Vu has a passion for trying to use multiple approaches and perspectives to try to solve everyday problems. He frequently asks simple questions like, “Does this fit in this sequence? What if we try this instead? Perhaps we have to brainstorm on this a little more…”
Ryan started as a lab scientist for four years in biochemistry before making the transition to public practice for over 6 years as a chartered professional accountant. He is a seeker of knowledge and is constantly trying to learn new trends and ways of doing things that either increase synergy or efficiency to best help his clients. The iterative process and looking at things from different angles is part of why he enjoys origami as a hobby.
He believes that there is the right amount of risk (supported by data) that needs to be taken to achieve the outcome that clients have envisioned.
Ryan also believes in being involved with a good cause and has worked with two not-for-profits (Calgary Reads & Calgary Search and Rescue) to help address issues such as low literacy outcomes and human rescue. He has also been part of organizing a crowdfunding fundraiser that has raised over $60,000 in 9 weeks towards getting books into the hands of kids.
Spencer is a Chartered Professional Accountant and the Fulfilment Manager/Senior Accountant in charge of workflow management, quality control and preparation of engagements at Crescendo Accounting & Consulting. Spencer holds degrees from Mount Royal University (Bachelors of Business Administration, Accounting) and University of Calgary (Bachelors of Kinesiology).
Spencer believes that learning is the key to success and the best way to solve a problem is through creativity and outside of the box thinking. He works hard for his clients to meet deadlines and ensure that there is clarity of understanding of what is required. When his clients succeed, then he succeeds.
Spencer tries not to take life too seriously. He is self proclaimed “do-it-yourself-er”, avid outdoor enthusiast, and is passionate about traveling. Outside the office he can be found enjoying a wide range of activities from playing sports, hunting and fishing, binge-watching his favourite shows, or the simple pleasures of walking his dog alongside his wife.
Arti believes in building long-term partnerships instead of one-time interactions. Her role as a client relationship manager shows her ability to collaborate and create meaningful journeys with her clients.
She graduated with an MBA in finance from Oxford. She has served in industry for around 3 years and working with public practice for more than 5 years now. These experiences have given her key insight to understand how businesses work and the expertise to address all types of issues her clients are facing.
Her energy and enthusiasm often bubble to the surface and allows her clients to engage with her ‘can-do’ mindset.
She enjoys socializing, has a passion for driving fast cars, and is always looking forward to her next adventure.
“An artist with an affinity for numbers” best describes Seham Mohamoud.
As a self-declared left-brained accountant, Seham approaches every problem through a creative lens. Equipped with years of client-facing roles and her Bachelor of Commerce from the University of Calgary, she believes personal connection is essential to problem-solving. As a team accountant, Seham is well-versed in tax preparation.
In her spare time, you will often find Seham sketching, writing short stories, or enjoying the company of the cats at Calgary’s Regal Cat Café.
Connection is what Josee Lapointe tries to reflect in her everyday routine. She enjoys collaborating with others and trying to meet their needs at all levels to create a positive environment. Being the first point of contact, she endeavours to understand client needs and address them appropriately.
Her education in business administration combined with her followership mindset supports the team in being able to stay on track and focused.
She enjoys hiking, training her new puppy, baking, and watching the latest Netflix drama.
Meet holds the role of team accountant and has a background in commerce.
He is passionate about financial modeling and how to utilize that data in order to understand trends in the market. With over 6 years in public practice, Meet has developed his experience in the fields of financial projections, taxation, audit, and compilations for various companies.
His interests involve melodies in music, traveling to nature reserves, and cricket.