Dan Wilmshurst, CMA, CFP

I have over 34 years of entrepreneurial business experience in financial planning, accounting, management, business consulting, and sales and marketing.

Professional Profile:

  • Performance driven, a proactive self starter with a track record of initiative, personal responsibility, ownership of work, and a reputation for making things happen.
  • Highly analytical thinker, with a demonstrated ability to scrutinize business and financial data.
  • Excellent communication skills, both written and oral.
  • Confidential and unbiased in providing professional financial advice.

Relevant Skills:

  • Solid understanding of all aspects of the Financial Planning Process
  • Strong knowledge of personal tax regulations
  • Provide a fresh perspective on what is going on, and where you could be headed in the future
  • Overall accounting and business knowledge
  • Client satisfaction

Professional Experience:

  • Owned and ran a successful Financial Planning Practice
  • Experience as a Comptroller in several businesses
  • Experience with large Accounting Firms in Insolvency Area
  • Owned and ran Consulting and Business Advisory Services Company

Professional Qualifications:

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

Community Involvement:

  • Board of Directors, Treasurer, on two small private Charities
  • Board of Directors, Past Finance Chair and President Designate, of a Private Golf Club
  • Past President, current Treasurer of a Strata Council
  • Member of the Westshore Chamber of Commerce

 

Wayne Lee, BA, CGA, CA

To provide even greater service, including Corporate Financial Planning, I am aligned with Wayne Lee, BA, CGA, CA of Lee and Company Chartered Accountant.

Wayne has over 30 years of experience, and specializes in Estates and Trusts, owner managed businesses, Professional Practices (lawyers, doctors, dentists), and Personal and Corporate Tax.

 

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