Adams and Wong Chartered Accountants

Trusted Financial Relationships

Chartered Accountants Chartered Accountants

Educated Alliance

Partners and Key Associates

The Adams & Wong team consists of highly trained individuals in the field of accounting and tax. The team is provided with constant development opportunities and collectively supports a “life-long learning” program for continuous education and professional development.

Adams & Wong core service areas include:

  • Strategic Tax Planning
  • Business Consulting
  • Financial Accounting and Tax Compliance
  • Financial Planning
  • Tax and Corporate Structuring
  • Auditing
  • Trust and Estate Planning
  • Canada Revenue Agency dispute resolution
  • Tax support to accounting practitioners and lawyers

Key business areas of focus for specialized services include:

  • Real Estate, Hospitality, Manufacturing and Wealth Preservation.

Michael Adams CA, TEP — Partner

Education & Professional Qualification:

  • Chartered Accountant, British Columbia, 1973
  • Chartered Accountant, Alberta, 1971
  • Bachelor of Commerce, University of Alberta, 1968

Experience:

More than thirty years of full time involvement in Canadian income tax planning including international tax experience, Tax Treaty, Canadian corporate reorganizations, mergers, acquisitions and divestitures, international trusts, and tax planning transactions.

Serving as advisor to several private pools of capital involved in various facets of business and investment activities.

Providing assistance with respect to acquisitions and mergers and divestitures of significant public and private companies in Canada.

Professional Papers and Presentations:

  • Commentator on Federal and Provincial budgets and Canadian Tax Reform
  • Tax – assisted financing
  • Key issues facing growth companies
  • Key issues surrounding globalization of the North American real estate industry
  • Taxation issues for the development, acquisition, transfer and financing of technology
  • Opportunities for investment in real estate
  • Taxation issues facing the computer software industry
  • Growth through merger and acquisition
  • Real estate taxation – staying one step ahead of the market – loss utilization planning
  • Review of the accounting principles applicable to tax deferred reorganizations and transfers of property
  • Review of the FAPI provisions applicable of holdings in foreign real estate
  • A review of the partitioning rules applicable to reorganizations of holdings of real estate in Canada
  • A review of the foreign reporting rules applicable to Canadian residents

Professional and Community Activities

  • Member, Canadian Tax Foundation
  • Member, International Tax Planning Association
  • Member, Society of Trust and Estate Practitioners

Employment History:

1993 – present: Partner, Adams & Wong, Chartered Accountants

1986 – 1993: Partner, Ernst & Young, Chartered Accountants, Vancouver

1979 – 1986: Partner, Laventhol & Horwath, Chartered Accountants, Vancouver

1975 – 1979: Manager, Jarrett, Goold & Elliott, Chartered Accountants, Vancouver

1972 – 1975: Manager, Thorne Gunn & Company, Chartered Accountants, Vancouver

1972: Chartered Accountant, Touche Ross, Charter Accountants, Edmonton

Dickson Wong CA, TEP — Partner

Education & Professional Qualification:

  • Chartered Accountant, British Columbia, 1991
  • Bachelor of Commerce, University of British Columbia, 1988

Experience:

More than ten years of full time practical experience in providing advice to both corporate and individual clients relating to income tax planning, business advisory, financing alternatives, corporate restructuring, trusts and accounting.

Serving clients in advisory roles in the manufacturing and distribution industries, international trading business, real estate development, hospitality and service industries and financial services industries.

Experience in international tax planning with respect to immigration and emigration to and from Canada, international structuring for Canadian inbound investments and foreign trusts.

Professional and Community Activities

  • Member, Society of Trust and Estate Practitioners
  • Member, Canadian Tax Foundation
  • Past Treasurer of the University of British Columbia Alumni Association
  • Speaker on Canadian tax for various British Columbia Government and Community Programs

Employment History:

1994 – present: Partner, Adams & Wong, Chartered Accountants

1988 – 1994: Tax Manager, Ernst & Young, Chartered Accountants, Vancouver

Margaret Campbell CA

Education & Professional Qualification:

  • Chartered Accountant, British Columbia, 1985
  • Bachelor of Arts, University of British Columbia, 1982

Experience:

Actively involved in the completion of financial statement engagements and advanced personal and corporate tax returns for a broad range of clients. These clients include advertising agencies, pharmaceutical manufacturers, transportation companies, wholesale and retail enterprises, restaurants, real estate agencies, real estate developers and forest producers.

Preparation of financial projections and business plans. Experience as controller for investment and real estate development companies.

Employment History:

1995 – present: Adams & Wong, Chartered Accountants

1995 - 1995: Controller, real estate development companies

1992 – 1994: Parenting leave

1982 – 1992: Price Waterhouse, Chartered Accountants, Vancouver

Patricia Proverbs CA

Education & Professional Qualification:

  • Chartered Accountant, British Columbia, 1984
  • Bachelor of Commerce, University of British Columbia, 1981

Experience:

Extensive experience with a wide variety of businesses providing financial statement compliance services, including financial planning strategies, problem resolution, business plans and financial projections and budgets.

Experience as a senior financial advisor to various businesses. This experience includes providing financial information analysis, budget preparation and cash flow analysis with senior company executives.

Significant human resource experience such as: assessing, screening and interviewing potential employees, career assessment of staff, supervising and training of staff and developing and coordinating education programs.

Employment History:

1995 – present: Adams & Wong, Chartered Accountants

1994 – present: Senior financial advisor for various Vancouver companies

1985 – 1996: Senior Manager, Price Waterhouse, Chartered Accountants, Vancouver

1983 – 1985: Chambers Phillips, Chartered Accountants

Christine Dolling CA, TEP

Education & Professional Qualification:

  • Chartered Accountant, British Columbia, 1990
  • Bachelor of Science (Chemistry), University of British Columbia, 1986

Experience:

Practical tax planning experience with respect to corporate purchases, estate wind up and dissolution and corporate reorganization.

Four years experience as controller for Canadian and U.S. "hi-tech" manufacturing and engineering companies.

Three years experience as senior federal government auditor involved in contract cost audits, contract negotiations, fraud investigations and assessment of control environments.

Employment History:

1997 – present: Adams & Wong, Chartered Accountants

1996 – 1997: Controller, Cymbolic Sciences International, Inc., Richmond

1993 – 1996: Controller, Ballard Battery Systems Corporation, North Vancouver

1990 – 1993: Senior Auditor, Consulting and Audit Canada, Vancouver

1987 – 1990: General Practice Supervisor, Coopers & Lybrand, Vancouver