Contact | DLA LLP Chartered Accountants

Michael has earned the trust of his clients by providing sound tax, business and accounting advice to owner managers and high net worth individuals for over 20 years. He knows there is much more to the success of a business or an individual than the numbers on a spreadsheet. He takes the time to understand what his clients’ personal, estate and corporate objectives are. Michael began his career in the tax group of an international accounting firm where he focused on providing tax planning and advice to owner managed businesses and their shareholders. Michael became a partner with DLA in 2005.

When he isn’t working hard for his clients, Michael can be found at the hockey rink or taking his mountain bike on a trail through the foothills and Rockies.

Michael holds a Bachelor of Commerce Degree from the University of Calgary, and obtained his Chartered Accountant designation in 2000 from the Institute of Chartered Accountants of Alberta. Michael also completed all of the CICA Advanced In-Depth Tax Courses and is a member of the Canadian Tax Foundation.

Qualifications

• Canadian Institute of Chartered Accountants In-Depth Tax Courses:
level I, II and III and Advanced Owner Managed Tax Courses, 2004-2007
• Member of the Canadian Tax Foundation
• Canadian Institute of Chartered Accountants, CA, 1999
• University of Calgary, Bachelor of Commerce, 1996

Susan brings more than 25 years in diverse tax, financial and business consulting experience to her role as a professional accounting and tax advisor. Susan began her career in 1990 at a mid-sized national firm and attained the role of Senior Manager where she worked with a wide range of clients. Following her desire to focus on supporting entrepreneurial and owner-managed businesses, Susan became a partner with DLA LLP in 2007. Susan is committed to delivering tax and financial planning that meet each client’s unique objectives. Away from the office, Susan has spent numerous hours in hockey rinks, school gyms, bowling alleys and baseball diamonds raising three active sons. As a soon to be empty nester, Susan has renewed her passion for travel and found new pastimes in golf and home renovations. Coming full circle in both her business and personal life, Susan has the experience and understanding to assist you with whatever stage of life you or your business is at and to help you attain your goals.

Susan holds a Bachelor of Commerce Degree, with distinction, from the University of Calgary, and obtained her Chartered Accountant designation from the Institute of Chartered Accountants of Alberta in1993.

Roberto is a partner with over 20 years practical experience providing advice on the tax and accounting needs of high net worth individuals, businesses and their owners. Roberto embraces a holistic approach ensuring that the individual’s personal objectives (lifestyle, retirement, or philanthropy) and their corporate goals (operations, financing, and asset acquisitions) are considered and aligned. Tax planning for clients with a view to all the moving parts means one less thing for you to worry about.

Roberto has spent a significant amount of his career as a partner in a “tax only” practice where he has accumulated valuable experiences ranging from the sale of businesses, complex reorganization of business assets, and estate planning for individuals with successful businesses. There is not many situations in the “private” realm that Roberto has not already encountered.

Roberto has completed all five of the CICA Advanced In-Depth Tax Courses, and is a member of the Canadian Tax Foundation. Roberto has also lectured for a number of organization on tax and estate planning.

Qualifications

• Society of Trust and Estate Planning Diploma, designation December 2012.
• Canadian Institute of Chartered Accountants Courses: Levels, I, II, and III, Advanced Corporate Reorganization and Advanced Owner Managed Tax Courses, 2002 – 2008
• Canada Institute of Chartered Accountants, CA, 2001
• University of Alberta, BA Commerce, 1997

Publications

• Contributor – Post-mortem and shareholder agreement consideration in light of the eligible dividend regime, “Calgary, May 2009, first published by the Canadian Tax Foundation 2009 Prairie Provinces Tax Conference, Toronto

• Contributor – The restrictive covenant proposal: brain overload, Calgary, 2008 first published by the Canadian Tax Foundation 2009 Tax Conference, Toronto

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YOUR FRIENDLY NEIGHBOURHOOD ACCOUNTING FIRM.

Contact Us

We’d love to talk to you

YOUR FRIENDLY NEIGHBOURHOOD
ACCOUNTING FIRM.