Bill Penko

equipe

Associate

CPA, CA

Spoken languages : English

Bill is an associate working with Brenda Everts to help clients reach their financial goals. Bill spent 7 years working in a public accounting firm where he obtained a CPA, CA designation.  Bill gained valuable accounting experience working his first few years in a national public accounting firm’s assurance group.  He spent the following years working in the tax group and with the business valuations and advisory group, where he advised clients in various matters such as retirement planning, estate planning, tax reorganizations, remuneration planning, business valuations, and advising clients looking to sell or purchase businesses. Along with individual clients, Bill has extensive experience working with owner-managed businesses, investment holding companies, estates and family trusts. 

Bill believes in continuing education and is constantly participating in courses to further his knowledge as part of his commitment to providing as much value as he can to clients.  He is dedicated to his community and enjoys planning and participating in charity events.  Bill is motivated by the success of his clients and the prosperity of the community in which he lives.