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Financial Experts

Lakeland Financial Experts

Includes listings from Banks, Credit Unions, Financial and Investment Advisors, Money Lenders and Mortgage Brokers.

Featured Listings (4)

Ross & Sylvestre LLP
Chartered Professional Accountants

Ross & Sylvestre LLP

For almost 40 years, Ross & Sylvestre LLP has been providing both businesses and individual clients with sound and reliable accounting and tax advice. With over 30 CPAs and accounting technicians across offices in Bonnyville, Cold Lake, and Edmonton, Ross & Sylvestre is the leading and the largest public accounting firm in the Lakeland area.

Most recently, the accounting, tax and advisory specialists have branched out to help clients during these unprecedented times. “We have recently developed a group of COVID-19 financial-relief specialists that are helping our customers cut through the noise to understand what financial aid they can receive and how to apply for it,” confirm Brian Ross and Greg Sylvestre. The new division is called CEWS Bookkeeping and is accessible at “There is new information coming in all of the time (policies, programs, changes) and our CPAs and tax experts read it all and are able to provide you with an easy-to-understand action plan.”

In addition to specialized COVID-financial response, Ross & Sylvestre’s advisory services help guide businesses through corporate reorganizations, the purchase or sale of a business, succession planning, or business-plan development. Individuals can benefit from tax advice, as the firm’s CPAs help their clients maximize returns while minimizing payments. Ross & Sylvestre’s suite of tech-forward digital services enables them to work remotely with clients during present conditions.

Learn more at, or on Facebook and LinkedIn.
Simply Right Accounting Ltd.

Simply Right Accounting Ltd.

Simply Right Accounting Ltd. has been providing taxation, GST filing, payroll, document reviews, and accounts payable/receivable services in Alberta since 2003. Owner Mary-Ann Wood established an office in Bonnyville 12 years ago and continues to be a mainstay for individuals and businesses in the community and across the province.

“At Simply Right Accounting we ensure you get the maximum tax refund or deductions owed to you,” says Mary-Ann. “We show you how to take advantage of all your available tax credits and how to pay the least amount of tax while avoiding penalties. Getting behind with accounting and taxes is all too common; having professional help with your finances is very important.” With the COVID-19, we have strategies in place for the safety of every client, as well as a very safe and secure way to submit any tax documents for processing.

In addition to the services listed above, Simply Right helps new businesses with the Canada Revenue Agency paperwork required to launch as a sole proprietorship, corporation, partnership, or a non-profit organization.

“Simply Right is a business that is built on trust, and we earn it by showing our clients how important their success is to us,” says Mary-Ann.

Simply Right is a member of the Canadian Institute of Bookkeeping. Learn more at
Bookkeeping Essentials Ltd.

Bookkeeping Essentials Ltd.

Bookkeeping Essentials Ltd. exceeds your expectations when you need help with business startup (CRA and WCB registration), general bookkeeping, GST filing, payroll, year end, corporate and personal tax preparation, and consulting.

“Never be afraid to ask your tax preparer questions so you have a better understanding of your financial situation,” counsels Danielle Dempsey, CPB and Owner. She knows her company’s services are more important than ever because of the pandemic. “Using a bookkeeper to maintain your personal and business taxes allows you to have the information you need to apply for COVID-19 subsidies and benefits. We have a socially distant safe entry zone and sanitizer in our office. Due to the pandemic, Canada Revenue Agency (CRA) is allowing electronic signatures on personal tax forms, so you don’t need to come to the office if you are uncomfortable in doing so.”

Bookkeeping Essentials can help you get back the money owed to you by CRA, maintain financial records for better decision making and future planning, and keep your tax situation updated so you can eliminate penalties, interest charges, and benefit clawbacks.

Danielle and her team look forward to helping you with business or personal bookkeeping and COVID-19 questions. Learn more at and on Facebook.
Mercier Tay LLP Chartered Professional Accountants
Accounting and Tax Services

Mercier Tay LLP Chartered Professional Accountants

Mercier Tay LLP Chartered Professional Accountants will soon celebrate its 20th anniversary. The firm provides a full range of accounting and tax services for businesses and individuals including business accounting and consultation, financial statements, corporate tax and GST returns, payroll and bookkeeping, estate tax planning, and personal income tax returns.

“Our services are designed to keep clients in compliance with their filing obligations,” says Karen Mercier. “Our clients receive good accounting and tax advice to maximize their business success and minimize their tax bills. We also provide our clients with tax planning tools for the future.”

Alice Tay adds, “We take pride in the long-term relationships we’ve built with our clients. We can be counted on to be trusted advisors. Our accounting firm is known for being approachable, offering personalized service, and working with clients to improve their processes.”

In the interest of employee and client safety, Mercier Tay LLP is providing service remotely during the pandemic. They are fully equipped for digital file transfers and signings, and can make arrangements with you to drop of records or obtain signatures when this is not possible by email.

Learn more at

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