Our diverse team of business and accounting professionals have unique backgrounds and areas of expertise which add to our ability to serve you effectively. We’ll provide you with no-nonsense advice, personalized service and tailored solutions.
Meet The Team
Grace holds a Bachelor of Commerce degree from UBC and has been in public practice since 1986. She articled with Price Waterhouse and left in 1993 to set up a public practice partnership. Focusing on small- and medium-sized owner-managed companies, Grace has committed to satisfying all the business and tax needs of her clients throughout her career. She has also served on the boards of various non-profit and business organizations. Grace is fluent in Italian and plays tennis and golf. She is still boasting about how she once scored an eagle on a par 4.
An honours graduate from UBC, Kathryn began her career at Price Waterhouse in 1985. After gaining years of experience in Audit, Accounting and specializing in Tax, Kathryn followed her own business inclinations – and has been a partner with PEL since its genesis in 1994. She now enjoys sharing her knowledge and depth of experience in the areas of business, tax and accounting with her own corporate and individual clients. Kathryn is an experienced speaker and tax instructor. Her sport of choice is rowing – she and her husband having followed the lead of their two rowing daughters.
Allan is a graduate from the School of Business at Carleton University and began his career in Ontario, where he gained valuable accounting and audit experience working with an international CA firm. In addition to providing a full range of accounting, financial, tax, estate planning and business services to owner-managed business, Allan has extensive corporate finance and strategic planning experience with companies in the technology sectors. He has also served on the boards of many non-profit and business organizations. Allan enjoys outdoor activities – particularly kayaking, hiking, biking, skiing and the tranquil torture of golf.
Senior Manager B.Comm, CPA, CA
Travis has been practicing for more than 10 years and specializes in providing accounting and tax advice to small and medium-sized owner-managed companies. After graduating from UBC in 2007, Travis launched his career with a medium-sized CPA firm in downtown Vancouver, where he obtained his CA designation in 2010 before participating in international secondments to Melbourne, Australia in 2011 and Leeds, UK in 2012. Travis joined PEL in 2018. When he’s not in the office Travis enjoys spending time with his young family, including frequent trips to Japan, where his wife is from.
Manager B.B.A, CPA, CGA
Connie came to Vancouver in 1993 after earning a Bachelor of Business Administration degree in Hong Kong and is fluent in both Cantonese and Mandarin. She has more than 25 years of private industry and public practice experience. With the completion of the ICABC In-Depth Tax Course in 2004, she continues to pursue a specialization in tax while still expanding her broad accounting knowledge. Connie is our go-to person for estate tax matters and non-residents selling real property in Canada. In her spare time, Connie enjoys travelling the world…and planning her next adventure!
Manager M.Sc, CPA, CGA
Mary earned her CGA designation in 1997 and has now worked in public practice for more than 15 years. Her strength and experience in the area of information technology (“IT”) has allowed her to effectively assist our clients in setting up their accounting systems and training their staff. She is well versed in several accounting packages and IT matters – skills that many of our clients have found useful when working out internal software issues. Mary is an avid runner, and has combined holidays with her sport by participating in marathons across the globe!
Staff Accountant B.Comm., CPA, CGA
Susanna graduated from the University of Beijing with a Bachelor of Commerce degree and received her CGA designation in 2011. She worked in private industry for more than 7 years before changing to private practice. She joined the PEL team in 2011 after moving to the Lower Mainland from Edmonton. Her fluency in Mandarin and Cantonese is very helpful to many of our clients. Susanna usually hits the gym after work to de-stress, let go of everything and focus on herself. She also enjoys seeing her progress in getting stronger!
Staff Accountant Accounting Management Diploma
Maria immigrated to Canada from the Philippines in 1994 and is fluent in Tagalog. She received her Accounting Management Diploma at Douglas College. She joined PEL team in 2006 and has been working in public practice accounting for more than 15 years. If there is an accounting software program out there that she is not already familiar with, she will pick it up quickly. When not hard at work, you’ll find her at ice rink watching her teenage kids play hockey. She also enjoys reading and spending time with her family.
Staff Accountant anagement Diploma
Ivonne was born in El Salvador. In 1988, she and her family moved to Quebec City, where she completed her schooling. She has furthered her studies in accounting by taking courses at BCIT. Her practical education and experience has been rounded out by many years with PEL. Her organizational skills and resourcefulness along with her proficiency in many software systems have her always ready to take on any new challenge. When Ivonne is away from the office, she stays busy spending precious time with her family and enjoying Latin beats.
Administrative Assistant a
Julie has been greeting clients on the telephone and at our front desk since 2009 (don’t be too surprised if she remembers your name!). In addition to her reception role, she is also the administrative assistant, accounts receivable, and office manager. She has an Associate of Arts Degree from Kwantlen and an Editing Certificate from SFU’s Writing and Publishing Program – which comes in handy for laying out our quarterly newsletter, The PEL Tax Break. Julie is one of the few women on the planet who does not like chocolate, and has more interest than discipline in learning Koine Greek.
Join Our PEL Team
We have a range of information available to serve you with your ongoing business and financial service needs.