Serving Albertan families and their businesses
Red Deer County, Alberta
About Us
Rory McKellar
Chartered Accountant with over 15 years of experience
Specializing in business consulting, strategic planning, and financial and operational analysis
Experience in internal controls, audit, financial statements, budgeting, and cash planning
Zoe McKellar (Smibert)
Chartered Accountant with over 15 years of experience
Specializing in personal finance, investments, tax optimization, estate planning, debt management, and savings
Experience in bookkeeping, financial statement preparation, and maximizing tax refunds
Services
Personal Finance Consulting
Let us help you reach your financial goals as your trusted advisor:
Create a personal finance plan
Set up self-directed and co-managed investment portfolios, focusing on long-term growth or high dividend yields depending on your needs
Create savings plans and retirement plans
Plan your estate to minimize taxes and maximize wealth transfer
Maximize your tax refunds
Strengthen financial literacy and confidence
Business Consulting
Let us help you reach your business goals as your on-demand, fractional CFO:
Provide reliable, experienced advice for business decisions
Optimize operational and financial performance
Create strategic business plans
Create budgets and forecasts
Advise on internal controls and corporate governance
Bookkeeping and financial statement analysis
Let’s have coffee!
Contact us to set up a coffee on an upcoming Saturday - for free!
