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Providing audit services to unions, benefit and pension plans is a complex area of accounting. After over 35 years of working with these clients we’ve built a reputation for technical skills, excellent advice and knowledge of the industry. We have a tradition of going the extra mile in the belief that it benefits everyone involved.

Good Advice, Great Insight

Our Unions, Benefit and Pension Plan Group has worked on a number of clients with similar and unique challenges, and because of this we have built skills in this area unrivaled by other mid-sized firms. Not only can we provide a high level of experience and knowledge to our clients, we provide it at a very fair value.

Our Recent Projects:

  • Historical rate of return calculations for pension investments
  • Review of the applications of GST/HST between organizations and pension plans
  • Analysis of selected listed financial institution HST reporting requirements
  • Specified audit procedures on discounted cash flow investment valuations

Some of our clients include:

  • Retail Wholesale Union
  • Telecommunication Workers’ Pension Plan
  • Hospital Employees’ Union
  • BC Construction Association Group Benefit Plan
August 27, 2021

Intergenerational Transfers – New Rules… For Now

Historically, intergenerational business transfers were taxed punitively compared to an arm’s length sale. That is, a business owner selli...
April 7, 2021

Preparing Yourself for Personal Tax Season

It’s that time of year again! With deadlines closely looming, we want to remind you of important dates to note to ensure a smooth and effi...
April 6, 2021

New Reporting Rules for Trusts Starting 2021

Currently, certain inactive trusts are exempt from filing a trust return (T3 Return). However, for taxation years ending on or after Decembe...

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