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#202 - 267 West Esplanade Ave., North Vancouver, B.C. V7M 1A5 Tel (604) 988-7832 ~ Fax (604) 988-7842 |
| Who We Are
Whittaker & Towler, CA's (W & T), formerly Whittaker & Associates, is an independent firm of Chartered Accountants focused on developing and maintaining long term relationships with clients by offering accounting, tax and business advisory services in a friendly and professional manner. W & T has an established client base comprised of owner operated businesses located on the North Shore and in Metro Vancouver, as well as a large number of personal tax return clients. The firm is proud of the services they provide and are confident that they can assist new clients with their accounting, tax and business matters. Fred Whittaker, CA has been practicing accounting since 1967, when he attained his CA designation. Fred has been part of the North Shore business community since 1992, when he moved his accounting practice from downtown Vancouver “across the water”, first to Edgemont Village and more recently to the Lonsdale Quay area. Fred, together with Warren Towler, CA, Fred’s son Roger, who is a Certified Financial Planner (CFP), and Jill Worobec, who is also a CFP, operate a service oriented partnership which is capable of assisting you with your financial affairs, including but not limited to preparation of financial statements, tax returns and bank presentations as well as business consulting and financial planning.The firm’s primary goal is to deliver professional accounting and consulting services to their clients with a personal touch. The partners and staff take pride in the knowledgeable business and tax advice delivered and understand the importance of taking the time to listen to each client’s issues and offering the appropriate services for his or her situation at a sensible cost. In the Forms section below, see the 2009 W & A Personal Income Tax Return Checklist. |
| Warren Towler, CA |
Warren received his CA designation in 1989 and prior to joining W & T was a corporate controller in the real estate industry for 18 years. Earlier in his accounting career Warren gained several years of valuable experience with three medium sized accounting firms offering accounting and tax services to a wide variety of clients. Fred and Warren, having met through volunteer work as finance committee members of a large international charity, found that they worked well together and possessed similar attitudes towards professional service and how a small accounting firm should provide accounting, tax and business advice to their clients. In early 2008, seeking a change in career direction, Warren accepted Fred’s offer to join W & T. Warren enjoys dealing directly with clients as well as working closely with Fred and Roger to develop and expand W & T. Tax planning has always being an interest of Warren’s and he looks forward to assisting clients to minimize their tax burden and to save money. In addition to been a Chartered Accountant, Warren holds a Bachelor of Arts (Economics) degree from the University of Victoria and a Diploma in Urban Land Economics from the University of British Columbia. Warren is married to Lara and has a beautiful daughter named Caroline. |
| C. Roger Whittaker, CFP, dipl OH&S |
Roger has been with Whittaker & Towler, CA’s since 1988. Originally working at W & T on a part-time basis during tax seasons while he went to college and BCIT, he then continued with the firm on a full-time basis in 1993. Roger’s varied experience and education allows him to provide clients with valuable accounting and tax services along with comprehensive money management strategies. While not providing specific investment counselling, Roger focuses on providing overall investment and wealth accumulation strategies that assist clients to reach their goals. The financial planning strategies are incorporated in conjunction with tax planning to provide clients with the information they require to achieve their financial objectives. His post-secondary education includes receiving his CFP designation and earning his diploma of Occupational Health and Safety. Roger is currently studying to become a Certified General Accountant. |
| C. Fred Whittaker, CA |
Fred has been in the accounting profession for over 40 years. He received his Chartered Accounting designation in 1967 and has worked for various accounting firms as well as for himself at different times in the past. For the last 17 years he has worked for himself, which he much prefers. He moved his office from downtown Vancouver to the Edgemont Village location in North Vancouver, B.C. in 1992 and in July 2007, moved to the current Esplanade location, close to the Seabus terminal and the Lonsdale Quay. Along with his colleagues, Warren and Roger, he provides accounting and business advisory services to clients on the North Shore and the lower mainland. |
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Links Canada Revenue Agency Small Business B.C. Foreign Tax Jurisdictions Ministry of Human Resources - BC Oanda Currency Converters Human Resources Development Canada Annual Report Filing A & A Contract & Customs Brokers |
Forms 2009 W & T Personal Income Tax Checklist Our clients find this checklist to be very useful in collecting T2200 form |
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Contact Whittaker & Towler, CA's #202 - 267 West Esplanade Avenue Tel: 604.988.7832 Warren Towler, CA C. Roger Whittaker C. Fred Whittaker, CA |
#202 - 267 West Esplanade Ave., North Vancouver, B.C. V7M 1A5 Tel (604) 988-7832 ~ Fax (604) 988-7842 |
