PinnacleAF

204, 2333 18th Ave NE, Calgary AB

Tel: 403-453-0532

Fax: 888-880-5064

  • Black Facebook Icon
  • Black Twitter Icon
  • Black Instagram Icon
iconfinder_linkedin_circle_black_107159.

"I learned to go into business only with people whom I like, trust, and admire." -Warren Buffett

Working outside of the box, Chris is driven to innovate the world of taxation and has many different strategies and solutions for the clients he serves, the advancement of the firm, and others in the profession. 

Chris's approach is a result of his real-life, in-the-trenches, business experience. Chris's approach can be unique. He appreciates, and shares with his listeners, that their goals and processes are specific to them and therefore requires a personalized plan. 

In addition to servicing a range of clients, from the start-up businesses and investors to multi-national mutual fund trusts, Chris loves bringing his expertise to the community level where he spends a great deal of time mentoring accountants, students, and entrepreneurs. 

Chris is often solicited to speak on topics of taxation, business development, and self-motivation. 

Corporate Structuring and reorganizations

InternaTIONAL tax planning

US taxation services

Corporate tax 

Real estate taxation

Personal tax planning

  • Awarded Top Business Leader in Calgary
    Business in Calgary Magazine (2019)

  • National Firm of the Month 

       Public Business Accountants Society of                           Canada (May, 2019)​

  • Raising Spirits 

       Worked with the Children's Hospital to raise over         $20,000 for Children's charities (2017)

  • Public Business Accountants' Society of Alberta

       2019 - Public Business Accountant (PBA)​

  • Certified Management Accountants of Alberta

       2013 - Certified Management Accountant (CMA)​

  • University of Calgary, Haskayne School of Business

       2010 - Bachelor of Commerce, Accounting​

  • Canadian Securities Institute 

       2009 - Certified Financial Planner (CFP)

  • CPA Alberta

        2018 - Managing Risk in Your Tax Practice​

        2018 - ASPE: A Survey of the Standards

        2016 - Tax Returns (Personal, Corporate, and Refreshers).

        2016 - Overview of Public Practice

        2016 - Compilation Engagements

  • Government of Alberta

        2016 - Corporate Registries (CORES) Levels 1, 2, 3​

  • Canadian Securities Institute 

        2014 - Partners, Directors and Senior Officers​

        2005 - Life License Qualification Program (LLQP)

  • IFSE Institute 

        2009 - Exempt Securities Course

        2006 - Investment Funds in Canada

  • Collegiate Entrepreneurs Organization 

      2018 - Present  Advisory Board

  • Foundation for the Advancement of Entrepreneurship

      2017 - Present  -  President

  • Medallion Health Trust

      2016 - Present  -  Trustee

  • Medici Assets LP

      2015 - Present  -  Managing Partner 

  • Mayland Terrace Condominium Corporation 

      2012 - 2015  Treasurer 

  • Calgary Business Network (Downtown)

      2010 - 2013 Manager

  • The Introductory Guide To: Investing in U.S. Real Estate (for Canadians)

       Interviewee - InvestmentPropertyUSA.ca, Calgary, AB​,                       February 21, 2019

  • Advanced Tax Planning for Real Estate Investors

       Presenter - Collaborate Real Estate, Calgary, AB,                                 February 20, 2019​

  • Cross Boarder Real Estate Tax - Watch your Money Grow with Chris

       Presenter - ​US Real Estate Investing for Canucks, Calgary, AB,          October 2, 2018

  • Cross Border Tax Structures,

       Co-Presenter - Alberta Texas Holdings, Webinar, May 29, 2018

  • The Power of Compound Time

       Presenter - Westmount Charter Interact High School                         Business Case Competition, Calgary, AB, May 5, 2018

  • 15 Steps to Avoid Taxation (in Real Estate)

       Presenter - Collaborate Real Estate, Calgary, AB, March, 2018​

  • How I Reduced My Taxes by 68% - A Guide for the Real Estate Investor

       Street Smart Real Estate Investing, Webinar, October, 2019​

  • Taxing your Real Estate Structures - A Napkin Presentation

       Presenter​ - Canada Real Estate Investment Club, Calgary, AB,           February, 2016

  • Backseat Leadership - Doing it the Right Way

       Presenter - Junior Achievement Southern, Calgary, AB,                       November 21, 2015

  • Private Corporation Taxation

       Presenter - Holiday Inn Conference Center, Calgary, AB,                 September 22, 2014 

  • Taxing your Real Estate Structures - A Napkin Presentation

       Presenter - Canada Real Estate Investment Club, Calgary, AB,           June, 2014

  • "Buried Treasures of the Income Tax Act"

        Author - Exempt Edge Magazine, Issue #8, Spring, 2014

  • "The Magic of the Shareholder Loan Account - A 3-Part Series"

       Co-Author - Pinnacle Articles, Summer, 2013

  • Corporate Taxation - Minimize your Exposure

       Presenter - Holiday Inn Conference Center, Calgary, AB,                   October 17, 2013

  • Ignorance is Bliss - What you Don't Know About Taxation is Costing you Money 

       Presenter​ - Financial Empowerment Series, Calgary, AB,                   February 11, 2013

  • Managing Your Corporation

       Presenter - Holiday Inn Conference Center, Calgary, AB,                   January 31, 2013

  • Ignorance is Bliss - What you Don't Know About Taxation Is Costing you Money

       Presenter - Canada Real Estate Investment Club, Calgary, AB,           November, 2012

  • Ignorance is Bliss? Is it Really?

       Presenter - Thrive Financial Empowerment Series, Dardel                 Theatre, Calgary, AB, October 3, 2012​

  • Your Project in a Lender's Eye

       Co-Presenter - Canada Real Estate Investment Club, Calgary,           AB, October, 2010​

 

Get in Touch with Chris

#204, 2333 18th Ave NE, Calgary, AB 

iconfinder_linkedin_circle_black_107159.
iconfinder_facebook_circle_black_107153.