Dan Wilmshurst, CPA, CMA, CFP

QUALIFICATIONS

  • Certified Management Accountant (CMA)
  • Certified Financial Planner (CFP)
  • Business Administration Diploma, Majoring in Accounting

PROFESSIONAL EXPERIENCE

  • Personal and Estate Tax Preparation and Management Consulting with Lee and Company since 2008

AREAS OF PRACTICE

  • Personal Tax Return Preparation for Individuals and Estates
  • Management Consulting

Personal Business Coaching and mentoring business owners

  • Business effectiveness reviews
  • Assisting in preparing business plans, strategic plans, budgets and setting up internal controls

QUOTE

“I am a performance driven business professional with more than 30 years expertise in accounting, management, financial planning, business consulting and coaching . My clients value my ability to explain detailed technical financial information clearly and in understandable terms.”

PERSONAL EMAIL

dan@leeandcompany.ca