Why You Need a Professional Accountant and a Professional Financial Planner? 

Life is a journey and an adventure.  You need a compass.   Your financial freedom journey needs a compass. Without a compass, you may get to your destination, but with effort.  The value of a professional accountant and professional financial planner brings to you - like a compass-  is a way more than the cost you spent.

 If you care about your business and financial growth, it's time to choose a right person to be your compass.  As a Chartered Professional Accountant - CPA and a Certified Financial Planner - CFP® practitioner, with over 20 years of accounting and public practice experience, I'm pleased to be the one.  Not only reporting your past financial and taxes situation as an accountant, I focus more on your future as a financial planner.  You and your family's maximum future growth, maximum taxes saving and maximum value of estate to your next generation is my goal.  I believe it is your goal too.

We are a Chartered Professional Accountant - CPA accounting firm located in Port Coquitlam, Greater Vancouver of  British Columbia.  The firm prepares financial statements, personal taxes, corporate taxes and trust taxes returns and provides accounting, taxes, estate and financial planning services to individuals and businesses throughout Vancouver, Burnaby, New Westminster, Tri-Cities (Coquitlam, Port Coquitlam, Port Moody), Maple Ridge, Richmond, Surrey and all other cities of the Lower Mainland.

Note - we currently take the new client by the referral only.  

 Thank you for visiting our website!

Margaret Lin, CPA, CGA, CFP®