Richard Boulay CPA, CMASenior Manager
Rick holds a Bachelor of Commerce (Honours) from Laurentian University (1982) and is a Chartered Professional Accountant, having attained the Certified Management Accountant designation in 1989. He completed the CICA In-Depth Income Tax course in 1992. Rick is a member of the Society of Trust and Estate Practitioners (STEP) and is currently enrolled in the final course of the Trust and Estate Practitioners (TEP) diploma program.
With over 25 years of taxation experience, Rick applies his extensive knowledge to review tax filings and perform planning for individuals, corporations and trusts by providing sound accounting advice. In particular, Rick has expertise with estates and trusts and has in-depth knowledge through his previous position as a tax specialist in the estate group for an investment company. Rick leverages his experience to ensure our clients meet all their compliance obligations and helps identify opportunities for tax optimization.
Rick manages our estate and trust services provided to our clients, which include preparation of final returns, trust returns and related planning. In addition, Rick provides oversight related to CRA adjustments and inquiries for our personal tax clients.
(613) 828-6955 ext. 108