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Wendy  Lewis CPA, CA

Partner, Private Enterprise & Regional Leader, Succession Services


  • T: 2503385464
  • TF:  
  • F: 2503380609
  • 467 Cumberland Road
      Courtenay,  BC,  V9N2C5


<p><strong>Wendy Lewis, CPA, CA</strong>, is a Regional Leader with MNP&rsquo;s Succession Services team on Vancouver Island. Drawing on extensive experience, Wendy works with owner-managed businesses of all sizes to assist them with aligning their business and personal goals to achieve overall success.</p>
<p>Wendy&rsquo;s portfolio includes retail, professional services, residential and commercial construction and real estate. Her breadth of experience includes minimizing taxes, maximizing cash flow and protecting assets by carefully structuring corporate and family finances, keeping succession and the eventual sale of the business in mind.</p>
<p>Wendy&rsquo;s long-term planning with her clients ensures that the activities they undertake to make their business prosper today will pay dividends in the future. She works one-on-one with clients to deliver customized solutions. Using a balanced approach, she looks at the business holistically &ndash; from operations to finance to human resources &ndash; to develop strategies that help her clients thrive.</p>
<p>Wendy was designated a Chartered Professional Accountant (CPA, CA) in 2000 after obtaining a Bachelor&rsquo;s degree from the University of British Columbia. She received the Early Achievement Award from the Institute of Chartered Accountants of British Columbia in 2011 in recognition of her leadership in the profession and her commitment to serving her local community. She is an active Rotarian and a Past President of the Strathcona Sunrise Rotary Club.</p>

Services

Succession

Client Focus