Whittaker & Associates is an independent and family operated Chartered Accounting partnership, which focuses on developing and maintaining strong personal and professional relationships with clients. C. Fredrick Whittaker has been practicing accounting since 1967, when he obtained his Chartered Accounting designation (C.A.). He has been located at the North Shore location since 1992, when he moved from his Pender Street downtown Vancouver office across the water to the beautiful Edgemont Village with views of mountains to one side and the Fraser River to the other. Fred, together with his two sons, Shawn Whittaker who is also a C.A. and C. Roger Whittaker who is a Certified Financial Planner, operate a true family business which is capable of handling all your financial concerns, whether they relate to tax preparation, corporation issues, or financial planning.
Our goal is to provide our clients with the most innovative and competent accounting and financial planning services, with a certain personal touch you may not receive from some of the larger firms. We take pride in the highly knowledgeable and experienced advice we have to offer and understand the importance of listening to each client’s personal and/or corporate taxation needs.
Address:
#103 - 3151 Woodbine Drive
North Vancouver, B.C., Canada
V7R 2S4
Phone # 604-988-7832
Fax # 604-988-7842
C. Roger Whittaker, CFP, dipl OH&S
Education
Graduated from Caribou Secondary May 1985.
Obtained Diploma of Occupational Health and Safety from B.C.I.T. in June 1990.
Worked in the safety field until 1994, while also working part-time in the Whittaker & Associates office, when I changed careers to become a certified financial planner
Received Certified Financial Planner designation in August 1, 2001
I am currently in the process of obtaining a CGA accounting designation.
What can I do for you?
There are many types of investment planners in Canada these days. We are not an investment firm, thus I will instead concentrate on general financial planning strategies to help you obtain your objectives, such as:
- Planning for a comfortable retirement
- Saving up for your children’s future post secondary schooling costs
- Planning a debt management and reduction strategy
- Helping you minimize your tax liabilities
- Helping you save for future purchases (ie. Car, boat, down-payment on a home, etc)
- Assisting you in tracking your investments over time
The Financial Planning Process
The first step is, of course, to determine what you wish to gain from financial planning. Once we have determined your objectives are from the financial planning process and what your individual risk tolerance, we need to get an accurate picture of your current financial situation. From this data and your input we can help you determine what steps need to be taken to reach your goals, whether it is to assist you with a workable cash flow and budget strategy to reduce debt load or determine what investments you could make to reach your investment objective. As a strictly fee-for-service financial planner, you can be assured that I have your best interests at heart, since I do not get paid commission to sell you specific investment funds. Instead, together we will determine what types of investments best suit your needs for the present and the future, not which ones will get me the most commission. If you do not have someone who handles your investments yet, we can give you a small list of investment advisors we have used in the past and our clients have told us they are pleased with. The last (and most important) step is to track your investments and your changing needs over time. This way we can adjust your plan as interest rates and investment returns rise and fall in the future to keep you on track.
About Me
I have been married to my wife Heide since 1991. Together we have 3 beautiful children, Connor, Marshall and Kiersten.
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 15 years or so 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 hasn't looked back since. Along with his 2 sons Shawn and Roger, he provides accounting and financial planning services to clients both on the North Shore and all over the lower mainland of Vancouver.
Fred, and his long time companion Jill Worobec, have an extended family which includes 5 children from either side of the family as well as 6 grand children.
Shawn Whittaker, CA
Shawn started his career in 1991 working with Whittaker & Associates, CA’s while completing his bachelors degree in the evenings. He then completed his articles with Barkman & Tanaka, a small public accounting firm in Burnaby from 1995 through 1997, and was admitted a member to the Institute of Chartered Accountants in 1998.
Shawn provides accounting, taxation and related business services to small owner-managed businesses in a wide range of industries. He enjoys working closely with clients providing complete financial solutions including both personal and corporate work.