About Wise Financial Services Inc.

Accounting, Bookkeeping, Tax and Financial Services across Shawnigan Lake, BC

Meet The Team

Payroll Preparation Shawnigan Lake

Tsering Lineen

Tsering is familiar to our many personal tax clients. She has been part of our tax team for Thirteen years, and now works remotely from her home in Calgary.


Corporate Tax Returns Shawnigan Lake

Vanessa

Most of you have met Vannessa, she is our Practice Manager and is responsible to ensure that our Practice Management System efficiently tracks all client work. Vannessa also does payroll & bookkeeping for some of our smaller clients. Starting in 2022 she will also be part of our Tax Team. She works remotely from Gold River.


Gay Wise

Gay, our Team Leader, has extensive experience and education in accounting and tax. She is an entrepreneur who has owned and operated businesses in retail, wholesale, manufacturing and service sectors. Her role is evolving as she becomes more involved in strategic planning & consulting with our clients


Business Consulting Shawnigan Lake

Tracey

Tracey brings her bookkeeping background and personal tax experience to the team. During non tax season she is the person who handles the burgeoning number of reviews taxpayers are now receiving from Canada Revenue Agency. In addition to being involved in personal taxes she takes care of bookkeeping, payroll and government reporting for many of our small and medium sized business clients.


Tax Returns Shawnigan Lake

Selina

Selina says that she loves travelling with her family, hiking and dancing and so happy to be back around Gay’s positive energy and optimism. Many of you will remember her, she was our Senior Accountant till she retired to be with her children in 2016. She is back now as a remote accountant, working closely with Gay on corporate year ends and tax returns.


Tax Returns Shawnigan Lake

Sheri

Sheri is our Senior Bookkeeper. She has several years experience, and is particularly familiar with QuickBooks Online and the other online products we employ to increase our efficiency. In keeping with the current work climate Sheri works remotely from Ladysmith.


Serving across Shawnigan Lake, Victoria, Duncan, Sidney, Ladysmith, Port Renfrew, and the surrounding areas.

Contact Wise Financial Services Inc. in Shawnigan Lake, BC