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stacey kelly

Stacey Kelly

CPA, CGA
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Stacey’s practice focuses on owner-managed businesses helping to plan for the day-to-day financial situations facing business owners today.  This includes owner-manager remuneration, planning for business succession, retirement and post-mortem taxation.  Stacey moved from Vancouver to Victoria over a decade ago and is proud to call Victoria her home.  Outside of work, Stacey can be found exploring the island with her husband and dog.

Stacey currently is a member of the Camosun College Foundation.  Stacey is also past Treasurer for the Rotary Club of Victoria-Harbourside Foundation.

Qualifications

  • Chartered Professional Accountant Designation 2011
  • BTECH, Accounting 2011

Professional Experience

  • Senior Manager with CPCM & CO. - 2013 to Present

Areas of Practice

  • Corporate Tax and Personal Tax
  • Estates and Trusts
  • Legal Trust Audits
  • Investment Holding Companies
  • Manufacturing and Processing
  • Not-For-Profit Organizations
  • Owner-Managed Businesses
  • Personal Real Estate Corporations
  • Professional Corporations (Dentists, Doctors, Lawyers)
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