David Norris, CPA, CA, CFP
David Norris began his full time accounting career in 2001. Mr. Norris attained his Chartered Accountant designation in 2003 and in 2004 went on to become a Certified Financial Planner. He also took the CICA In-depth tax Courses (Part I, II, and III from 2002 to 2005). David has also completed the CICA’s Corporate Reorganization Course and Advanced Tax Issues for the Owner Managed Business Course.
David's academic involvement includes facilitating the CICA In-depth Part II Tax Course. Also from 2009 to 2014 David was a facilitator of the tax week at the Ontario School of Accountancy.
David's community involvement includes being a past board member and treasurer for ATN Access Inc. and previous chair for Techalliance’s Finance Peer2Peer Group.
In his spare time, Dave enjoys working out, golfing, and spending time with his wife Corrie and their children Isabella and Hannah.
Our business specializes in health professionals, high net worth individuals, along with specialized tax planning dealing with retirement, estate, and succession. By limiting the practice to a narrow range of client types, we have developed a deeper understanding of issues relating to these professionals and their businesses.