Colleen Lawrie CPA, CA, CFP, is going to be admitted to the partnership

The Partners of Wilkinson & Company LLP are pleased to announce that Colleen Lawrie CPA, CA, CFP, will be admitted to the partnership on January 1, 2014.

Throughout her career at Wilkinson, Colleen has distinguished herself through her professionalism, leadership, community involvement and remarkable talent. Her contributions to our organization truly merit our recognition.

Colleen began her career at Wilkinson in 2003. After working in financial institutions for over a decade and completing her Certified Financial Planners (CFP) designation, she decided to move into accounting. She obtained her CPA, CA through the firm in 2007 and completed the In-Depth Tax Course in 2011.

Incorporating her background in financial planning with her tax knowledge, Colleen offers innovative tax strategies to maximize the potential of your business, life transitions and wealth building.

Categories

Archives