Robert W. Elm, BComm, MBA, CA, CPA (Illinois), CIP, PFP

Robert qualified as a CA in 1977. He has 33 years of financial experience across a number of industries, including trust & banking, property & casualty insurance, life insurance, and oil & gas. He has acted as a Controller, Treasurer and CFO for companies. His broad base of knowledge provides a great base for analyzing and advising business owners.

Originally from Montreal, Robert completed a Bachelor of Commerce at Concordia University, and a Masters of Business Administration in International Management at Asia Pacific International Institute. He obtained the Certified Public Accountant designation from the University of Illinois. He has completed the Chartered Insurance Professional designation with the Insurance Institute of Canada. Robert completed the In-Depth Tax Course offered by the Canadian Institute of Chartered Accountants. He completed the Professional Financial Planner course offered by the Canadian Securities Institute.

Members of the Team

To provide the range of services to meet your needs, a team has been assembled. The members of the team will be called upon to provide the services as needed including bookkeeping, accounting system evaluations and implementations, and computer consulting.