We create customized solutions for high net worth individuals and families to meet their goals and objectives. We work together with their professional advisors to give our clients the peace of mind that comes from knowing their finances are being handled by experienced people they can trust.
Our family enterprise services integrate into our other service areas by collecting and organizing financial information about our clients. This information allows us to provide customized services in our other service areas when required and in an efficient manner.
I want peace of mind knowing that my financial obligations are being taken care of and my assets are identified
Family enterprise support
- Pay bills and monitor invoices
- Preparation of payroll filings
- Indexing of important documents
I want to understand my assets and cash flows
- Customized financial reports
- Cash flow projections
- Investment performance analysis
How are my investments performing?
- Internal rate of return
- Basis tracking
- Asset allocation to minimize taxes
”Our family has worked with Mike Dickson for over 30 years. Dickson CPAs have a wealth of expertise in estate and tax planning that is invaluable to our family. We consider them to be a partner in all our financial and estate planning. The advice they provide is always sound, thoughtfully considered and tailored to each unique situation. We trust Mike and the team and highly recommend them to others looking for comprehensive tax advice.“
Alix Cameron and Susie Stewart
Appin Investments and the Stewart Family Trust
”For over 35 years Dickson CPAs has worked with our business. In addition to preparing our year-end financial statements and tax filings, they have helped us with financial planning, business evaluations, business acquisitions, multi-generational business succession, and mergers. I would recommend Dickson CPAs for their expertise, discretion, and professionalism.“
Colin Mann, CFO
Don Mann Excavating
”Mike Dickson’s advice and experience has been invaluable to us. The team at Dickson CPAs is excellent, and manage our account accurately, professionally, and in great detail. I would highly recommend Dickson CPAs to other business owners.“
D’arcy Hipwell, President
The Bottle Depot
”I have been working with Mike Dickson and Francis Rowe and the team at Dickson CPAs for over ten years. They have been instrumental in helping me with my business structure and tax planning. Their professional opinion is excellent and honest, and I thank them for my success as they are great advisors.“
”The team at Dickson CPAs is incredibly knowledgeable, hard-working, and quick to respond to both personal and corporate tax matters. In addition to providing excellent professional advice, Dickson CPAs has also found ways to help us streamline our back-office operations, saving us time and freeing up resources.“
”We are a family owned 3rd generation business that has been operating for over 45 years. Thunderbird Insurance's founder Gene Potvin started dealing with Mike Dickson back in the 1980's and we continue to rely on Mike and his team for their expert guidance and knowledge for all these years and generations of our family.“
Jim Potvin, Senior Partner
”I am pleased to recommend Dickson CPAs for both business and personal financial advice. For over ten years Mike, Kim and the Dickson team have been instrumental in helping me grow my business and plan for my family’s future.“
Sarah Angus, CEO
Angus One Professional Recruitment Ltd.
”Dickson CPAs have been part of our family business success for over 35 years. Mike has guided the Bolen family through successful growth and expansions through the years. Mike and Leah have helped us navigate succession and estate planning. When any business or estate planning concerns come up, Mike helps you to see the issue clearly. It is comforting to know he has dealt with complex issues before and can quickly assist us.“
Samantha Holmes, Owner
”Kim and the team at Dickson CPAs have helped guide both my husband and I through setting up and running our first years as a Professional Corporation. We both highly recommend Dickson CPAs for their accessibility and guidance through the process. I also love their online tax forms which makes putting together my taxes each year much easier!“
Dr. Keira Dheensaw
”I would highly recommend Dickson CPAs because I feel taken care of. They are knowledgeable, accurate and provide service on a more personable level. Dickson CPAs have helped me through a separation and division of existing assets. Mike and Francis helped me establish fair values for assets. They also helped me set up a new company while navigating tax implications to minimize costs and they continue to give me options for moving forward with business and personal decisions and purchases.“
BRE Holdings Ltd. and BRE Family Trust
”We have worked with Mike and his team for the past 15 years. Dickson CPAs have been a big part of our firm’s success assisting us with tax planning, corporate share structure, growth strategies and mergers. We rely on their guidance and advice when making any significant financial decision.“
Allan Hart, President
Coast Claims Insurance Services
”I am pleased to recommend Dickson CPAs to any business owner. Over the past 10 years, Mike and the team have been able to do our year end financials, assist in bank funding, accounting systems, tax advice, and acquisition guidance and proposals. They are very competent, timely, and an absolute pleasure to deal with on all business challenges.“
Alan McGillivray, Owner
Prince of Whales Whale Watching
”Dickson CPAs has helped give me clarity and understanding on items and issues regarding all aspects of taxes and financial planning. They have been a huge benefit to my companies and personally. They have an open, honest approach and always respond to my inquiries, and this helps when having to make important financial decisions. I would not hesitate to recommend Dickson CPAs to anyone.“
GT Mann Contracting
”Dickson CPAs has been there supporting us on financial matters for over 30 years. Their insights into capital and wealth management have been invaluable for both our business and personal success. They have acted as our trusted advisor, always providing thoughtful and sound advice. Dickson CPAs is not just our accounting firm, but a highly valued team member.“
Steve Nagy, CEO
Graphic Office Interiors Ltd.
”Farhill Engineering Ltd. has engaged Dickson CPAs since we started our business in 2016. They have provided excellent service and are committed to helping our business grow. I appreciate their personal oversight and involvement when looking after our interests. Mike and Leah both take the time to review our year and explain our current business situation and the potential ramifications of the decisions we choose to make.“
Steve Malkow, CEO
Farhill Engineering Ltd.
Helping businesses like yours
Our mission is to be a trusted advisor to our clients by understanding their needs and providing them with high-quality services delivered in an efficient and innovative manner. See what other businesses have to say about us!