about david

 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.