15 Dec Intergenerational Transfer
Posted at 11:43h
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Scott Goodrich is a Manager at Clearline CPA working with both Assurance and Private Enterprise clients, with a primary focus on assurance engagements. He is committed to helping businesses reach their goals by ensuring financial information is clear, practical, and meaningful for owner-managers and decision-makers. Scott values making accounting understandable and usable, enabling clients to confidently navigate their financial and operational decisions.
Scott holds a Bachelor of Business Administration and a CPA designation, and brings experience supporting both owner-managed businesses and not-for-profit organizations. His background across multiple entity types allows him to approach engagements with a balanced perspective and an understanding of the diverse challenges organizations face.
Since joining Clearline, Scott has appreciated the collaborative culture and the people he works alongside, valuing the supportive and team-oriented environment. Outside of work, he enjoys attending concerts, spending time at his kids’ activities, traveling, and playing board and card games.
As a Manager in Clearline CPA’s Private Enterprise group, Kevin specializes in reviews, compilations, and tax services for small to medium-sized businesses. With over seven years of experience in public practice, he is passionate about working closely with clients to understand their unique needs, aspirations, and challenges. He has a passion for helping clients develop a roadmap for long-term success. Kevin holds a Bachelor of Arts specializing in Economics and Mathematics and a Diploma in Accounting from the University of British Columbia. His analytical background and hands-on experience allow him to provide clients with tailored financial solutions and strategic insights. Kevin values the opportunity to collaborate with skilled professionals, exchanging ideas and resources to deliver the best possible outcomes for clients. Outside of work, Kevin enjoys traveling with his family in search of great food and spending quality time with his two sons, playing soccer and basketball together.
Mazie Tsia, a Tax Manager at Clearline CPA, holds a CPA designation and brings over 20 years of experience in public practice. Specializing in corporate reorganization within Clearline’s Tax Group, Mazie is passionate about helping clients grow and achieve their goals through thoughtful planning and strategic insight. She holds a Bachelor’s of Technology in Accounting from BCIT, completed the CA School of Business Program, and advanced her expertise with the In-Depth Tax Program. Mazie’s background includes 18 years in Private Enterprise and 3 years in specialized tax work, which gives her a well-rounded perspective on the complexities her clients face. She appreciates Clearline’s commitment to continuous learning and the team-focused environment, which enables her to expand her knowledge and build stronger client relationships. Outside of work, Mazie enjoys spending time with her family, exploring new movies, and traveling the world in search of great food.
With over 14 years of experience in public practice, Bhavika Khatri is a Manager in Clearline CPA’s Private Enterprise Group, specializing in compilations and tax services for small to medium-sized businesses. Bhavika holds a double major in Accounting and Financial Management & Information Systems from the University of the South Pacific in Fiji and brings extensive expertise in reviews, compilations, and corporate tax across diverse industries, including construction, manufacturing, and incorporated professionals. Bhavika is passionate about learning and delivering exceptional client service, values that align well with Clearline’s supportive environment and commitment to continuous training. She appreciates the team culture and opportunities for professional growth at Clearline. Outside of work, Bhavika enjoys baking, gardening, traveling, and visiting family in Fiji.
Simran Brar, a CPA and Manager in Clearline CPA’s Private Enterprise Group, is dedicated to building strong client relationships and staying informed on the latest industry trends and tax updates. Known for her collaborative spirit, Simran enjoys connecting with clients and values teamwork, often bouncing ideas with colleagues to tackle complex challenges. Simran graduated with a BBA in Accounting in April 2020, entered the CPA program later that year, and achieved her CPA designation in January 2023 after successfully completing the CFE. She appreciates Clearline’s commitment to its people and clients and its emphasis on work-life balance. Outside of work, Simran enjoys spending time with friends and family and exploring new places.
Alvin Fung, a CPA and Manager in Clearline CPA’s Private Enterprise Group, specializes in compilations and tax services for small to medium-sized businesses, as well as personal tax. With a passion for problem-solving, Alvin enjoys building trust with clients, understanding their needs, and helping them achieve their financial goals. Alvin holds a Bachelor’s in Business Administration with a major in accounting from Simon Fraser University and brings 5 years of experience to his role, including 3 years with Concert CPA and 2 years at Clearline CPA. He values the collaborative environment at Clearline and appreciates the continual learning opportunities available through professional development and hands-on experience. Outside of work, Alvin enjoys playing badminton and traveling to explore new places.
Raymond is a Senior Manager at Clearline CPA, holding a CPA designation. Working within the Private Enterprise Group, Raymond’s primary focus is on supporting privately-owned businesses with comprehensive tax planning and strategic financial guidance. He is passionate about helping small business owners scale their enterprises while maximizing savings through effective tax strategies. With a decade of experience in accounting and finance across both small and midsize firms, as well as a year as a Controller in industry, Raymond brings a wealth of knowledge and practical expertise to his role. He chose Clearline CPA for its collaborative environment, where like-minded professionals come together to provide mentorship and leverage firm resources to benefit both clients and staff. He particularly values the opportunity to engage with clients from a financial advisory perspective, helping them make informed decisions for their businesses. Outside of work, Raymond is a running enthusiast who enjoys spending quality time with his family.
Jennifer Scott, a Senior Manager at Clearline brings a wealth of expertise in Private Enterprise and Assurance, holding designations as a CPA and CGA. Jennifer’s focus at Clearline includes conducting reviews, compilations, and providing tax services tailored to owner-manager businesses and partnerships, with a keen interest in industries such as professionals, manufacturing, real estate, and services. Her commitment to exceptional client service is evident through her proactive approach to staying updated on evolving accounting standards and tax legislation, thereby making her clients’ lives easier Jennifer’s educational background includes a Bachelor of Commerce from UBC with a major in Accounting, followed by over 15 years of experience in public practice, specializing in private enterprise. She appreciates the supportive environment at Clearline and enjoys various activities outside of work, including travelling, cheering on her children in sports like soccer, baseball, and volleyball, indulging in long walks with her dog while listening to podcasts, spending quality time with loved ones, and exploring her passion for baking through experimenting with new recipes.
Charmaine Pirrie, a Senior Manager at Clearline is a CPA and CA (SA) with a background in audit and review engagements. With experience from Grant Thornton and D&Co, she brings expertise in private company audits and values Clearline’s supportive environment and technical resources. Charmaine also finds fulfillment in delving into her clients’ businesses to provide tailored services, ensuring meticulous audit and review procedures. Outside of work, she enjoys spending time with family, going for walks, and swimming.
Deepeka Dhillon, a Manager at Clearline, holds a CPA designation with a focus in Private Enterprise and Tax. Her primary responsibilities include compliance, corporate restructuring, and, estate and succession planning. Deepeka’s passion lies in continuous learning, enabling her to provide tailored solutions to clients’ unique needs. With a CPA designation and completion of the CPA in-depth tax program, she brings a strong educational background to her role at Clearline. Deepeka values the countless opportunities at Clearline to expand her knowledge in the complex world of tax. Outside work, she enjoys spending time with her beloved Jack Russell Terrier, Opie.
Raj Momrath, a Senior Tax Manager at Clearline, is a CPA, CA specializing in Canadian Tax. With a focus on Canadian tax planning, corporate reorganizations, estate planning, and providing business advice, Raj caters to a diverse clientele, including small owner-manager companies, high-net-worth individuals and large privately held multinational firms. His passion lies in helping Canadian owner-manager businesses and their shareholders minimize their overall tax obligations while navigating disputes with the Canada Revenue Agency and ensuring compliance with the complex Canadian tax system. Raj’s professional journey includes prior experience in PwC’s tax group, where he obtained his Chartered Accountant designation and then some time at some mid-sized firms. Raj completed the CPA Canada InDepth Tax course in 2017 strengthening his knowledge of Canadian tax. At Clearline, Raj appreciates working alongside knowledgeable colleagues and enjoys spending quality time with his wife and two sons and attending and volunteering with their sports activities. In his leisure time, Raj indulges in barbequing, golfing, and spending time outdoors, finding relaxation and enjoyment in these pursuits.
Simon Udell is an Assurance Manager at Clearline CPA, where he oversees audit and review engagements and works closely with clients throughout the engagement lifecycle. His role includes managing engagement progress, communicating key matters, and liaising with Principals to ensure files are delivered efficiently and to a high standard. Simon enjoys tackling complex assurance issues and approaches problem-solving as a puzzle, bringing a thoughtful and analytical mindset to his work.
Simon holds a Bachelor’s degree from Simon Fraser University with a major in Economics and a minor in Business, and has completed CPA PREP and CPA PEP. His educational background and assurance-focused experience equip him to navigate technical requirements while maintaining a practical, client-focused approach.
He values the opportunity to learn continuously at Clearline and appreciates working directly with Principals in an environment that emphasizes open communication and collaboration. Outside of work, Simon enjoys staying active through golf, hockey, tennis, and skiing, as well as relaxing on a patio with friends.
Annelie Vistica, a Principal at Clearline, is a CPA and CA with a strong background in private enterprise and assurance. With a Bachelor of Accountancy from the University of Stellenbosch in South Africa and extensive experience in tax, Annelie brings expertise in business setup, growth planning, and estate transitioning. She is passionate about engaging with clients to support them through various business stages, from inception to succession planning. Annelie values the supportive environment at Clearline, where she appreciates colleagues’ assistance in tax and assurance. Outside work, she enjoys spending time with her family and dog, exploring nature, visiting family in the Okanagan, and travelling the world.
Michael is a Senior Manager in Private Enterprise, carrying out reviews, compilations, and tax services for small- to medium-sized businesses. With a Bachelor of Commerce specializing in finance and a Diploma in Accounting, backed by over a decade of accounting experience, Michael is a trusted advisor who helps clients’ businesses succeed. Outside of the office, Michael enjoys spending time with family, trying out different restaurants in the city, and building and collecting mechanical keyboards.
As Clearline’s HR Manager, Ameeta supports our firm’s greatest resource—our staff. With a Bachelor of Business Administration in Human Resources and over 7 years of HR experience in various industries, she ensures all employees have a positive experience at Clearline. Ameeta’s focuses include recruitment, performance management, employee relations, program and policy development, and employee engagement. Outside of work, she enjoys traveling and spending time with friends and family.
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Bilal, a Principal at Clearline Chartered Professional Accountants, primarily focuses on income tax and succession planning for Canadian owner-managed businesses in various industries. Bilal received his Bachelor of Commerce degree from the University of Victoria and obtained his CA designation in 2005.
Prior to Clearline, he worked in the tax group of a large international accounting firm in Vancouver and a mid-sized accounting firm located in the Fraser Valley.
Outside of the office, he enjoys spending time with his wife and three children. He enjoys outdoor activities such as golf and spending time with his family and friends.