Steve Wellburn, CPA, CA

Steve is a Business Advisor with MNP’s Private Enterprise and Professionals teams in Victoria. Steve helps clients achieve their goals by providing a wide range of accounting and tax planning services to private businesses in technology, real estate and construction, as well as to professionals and high net worth individuals. Steve works closely with his clients to understand their unique situation to develop tax solutions that align with their best interests. He takes the time to help his clients understand their options, so they can decide what’s right for them.

With an in-depth understanding of tax, Steve helps clients on business purchases and sales, corporate reorganizations and restructurings, succession planning, estate planning, retirement planning, and the transition of family businesses to the next generation. He views each situation as unique and draws on more than 25 years of experience in public practice to find the best solutions for his clients.

Steve earned a Bachelor of Arts degree in economics from the University of Victoria in 1993. He is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 1996, and has completed CPA Canada’s In-Depth Tax Course.