05 Jun Family Trusts – Clearline CPA
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Family Trusts – Clearline CPA
Cadroe Lee is a Manager on our Assurance team, and he holds a CPA, CA designation. With a career rooted in financial systems, auditing, and accounting, Cadroe is dedicated to supporting clients in achieving excellence in their assurance processes through precision, strategic insights, and robust financial reporting practices. Cadroe’s professional journey includes experience with global firms like KPMG, where they honed their expertise in auditing and assurance, as well as industry roles specializing in consolidations and process optimization. These roles have provided Cadroe with a comprehensive understanding of complex financial environments and a proven ability to drive efficiencies while maintaining high standards of accuracy and compliance. Cadroe chose Clearline for its forward-thinking leadership, collaborative culture, and commitment to professional development, all of which align with their passion for delivering quality service to clients. Outside of work, Cadroe enjoys spending time with family, exploring advancements in technology, and pursuing investment opportunities with a focus on long-term growth.
Simran Brar, a CPA and Assistant 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.
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.
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.
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.
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.
Alvin Fung, a CPA and Assistant 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.
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.
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.
Julia Wallis, a Senior Manager at Clearline, holds designations as a CPA, CGA, and also holds a BA. Working within the Private Enterprise Group, her primary focus revolves around assisting entrepreneurs in understanding their personal and business finances while ensuring compliance with tax reporting requirements. Julia finds fulfillment in learning about her clients’ businesses and providing financial insights to enhance their management effectiveness while optimizing tax strategies. With a diverse career spanning various companies and public practice roles, including as a controller, Julia’s progression has equipped her with invaluable skills and insights into different business operations. She chose Clearline for its respected partners and staff, aligned philosophy on client service, and flexibility to balance demanding tax filing periods with leisure time for travel and personal interests such as gardening, wine exploration, reading, and relaxation.
Bio coming soon.
As Clearline’s Tax Manager, Shehzel focuses on tax planning, corporate reorganizations and succession and estate planning. She’s passionate about continuous learning and staying up to date on tax legislation changes and helping clients with succession. In addition to her CPA designation, Shehzel also has a Bachelor of Business Administration and has completed the CPA In-Depth Taxation Program. Outside of work, she enjoys spending time with family and friends, traveling and trying out new recipes.
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.
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.
Bio coming soon.
Victor was born and raised in Vancouver and obtained his Bachelor of Commerce from the University of British Columbia. He articled with Deloitte & Touche and received his CA designation in 1984. Victor was accepted to the firm’s tax group and went on to complete the Canadian Institute of Chartered Accountants In-Depth Tax course.
Victor specializes in Canadian income tax issues for professional and owner-managed businesses. He has extensive experience with business succession, estate planning, wealth preservation issues, corporate reorganizations, as well as mergers and acquisitions.
Victor was a member of the education committee of the Institute of Chartered Accountants of British Columbia and has held executive positions with various amateur sport organizations.
In his free time, Victor enjoys training for marathons, travelling, and spending time with his family.
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