EMBRACING our three core foundations of
INSIGHT, IMPACT, and INTEGRITY,
our aim is to
EMPOWER all organizations to EXCEL at their CRAFT through the AUTHENTIC INGENUITY of our PROFESSIONAL services.
We always speak the truth. What we promise is what we deliver. We only ever make agreements with ourselves and others that we are willing and intend to keep. We communicate potentially broken agreements at the first opportunity, and we clear up all broken agreements immediately.
We always deliver products and services of exceptional quality that add value to all involved for the long term. We look for ways to do more with less and stay on a path of constant and never-ending improvement and innovation.
We learn from our mistakes. We consistently learn, grow and master so that we can help our fellow team members and clients learn, grow and master too. We are educators and allow our clients to make their own intelligent decisions about their future remembering that it is their future. We impart practical and usable knowledge that will succeed our involvement.
We always look to the system for a solution. If a challenge arises, we use a system correction before looking for a people correction. We use a system solution in our innovation rather than a people solution. We follow the system exactly until a new system is introduced. We suggest system improvements at our first opportunity.
Over 15 Years of Senior Management Experience in the areas of Finance, Accounting, and Management Information Systems.
Chartered Financial Analyst (CFA) Charterholder
Chartered Alternative Investment Analyst (CAIA) Charterholder
Certificate in Investment Performance Measurement (CIPM)
Bachelors Degree in Business Administration - Simon Fraser University
specializing in Finance and Management Information Systems
Tom is a committed husband and father. He enjoys walking and trading stocks and currencies.
Over 15 years of experience working for small business, not-for-profit and the legal field specializing in office management, policy and systems development, bookkeeping and administration .
Bachelors Degree in Business Administration - Okanagan University College
Bachelor of Business Administration Medal for Academic Excellence - highest academic standing in the class
The Governor General’s Academic Collegiate Bronze Medal - highest academic standing in diploma-level for entire college
Young Woman of Distinction Award, YWCA – outstanding leadership in school, community or workplace
Renée is loyal wife and mother. She enjoys working out at boot camp, playing volleyball, socializing with family and friends, and watching television.
Phone: 778.608.0777
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