Metrix Group takes a proactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax-planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with tax expertise and knowledge throughout the year. We offer a number of tax services, including:

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  • Tax planning for individuals and corporations

  • Corporate reorganizations

  • Return preparation for

  • Individuals

  • Private corporations

  • Estates and trusts

  • Not-for-profit organizations and registered charities

  • Provincial and federal commodity tax planning and compliance

  • Tax considerations in matrimonial settlements

  • Tax effects of buying and selling a business

  • Tax-effective retirement and estate planning

OUR TAX PLANNING experts

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Wayne Dumont, CPA, CA, Partner

Wayne has over 40 years of dedicated experience at Metrix Group directly following his graduation from the University of Albert in 1979, and has been a partner of the firm for the majority of this time. He serves clients in his practice through the Metrix Group office in Edmonton. He specializes in assurance, compilations, tax, estates, trusts, and personal tax.

Terry St. Laurent, CPA, CGA, CA, Partner

Terry has over 20 years of experience in the field and has been with Metrix Group for 8 years. She serves clients in her practice through the Metrix Group offices in Edmonton, Lloydminster and Whitecourt. She specializes in assurance engagements for private companies; review and notice to reader financial statements; corporate and person income tax preparation; estate and trust income tax planning; general corporate income tax services; tax planning for private enterprises; restructures and reorganizations.

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Ron Aquin, CPA, CA, CMA, CFP, Partner

Ron has been a partner with Metrix group since joining the firm on January 1, 2010 and has over 34 years of experience working with owner-managed privately held companies. He serves his clients as a trusted business advisor providing a wide range of services through the Metrix Group offices in Edmonton and Lloydminster. He specializes in assurance engagements; audited, reviewed and notice-to-reader financial statements; business consulting including for corporate acquisitions and divestitures, corporate and personal income tax compliance; and estate, trust, corporate and personal income tax planning strategies. Ron has extensive experience with respect to corporate reorganizations and tax planning arrangements.

See our Services Directory for a complete list of our comprehensive services