SB Partners LLP is pleased to introduce Lisa Garland, CPA, CA, CFP, TEP as a Principal in our Tax Practice.
Lisa brings with her extensive knowledge and experience in tax, estate planning and wealth preservation. She is a leader in her profession and past President of the Estate Planners of Halton.
“This is Lisa’s core business. She is a people person who listens, captures and guides you through the estate planning process, no matter how complex. She ensures both your legacy and wealth are protected in the most tax efficient manner,” said John Chisholm, CEO and Partner.
“I enjoy people. Knowing that I have been able to help develop an estate plan that fulfills a person’s wishes and gives them peace of mind, is deeply rewarding. The laws today have made planning for some estates very complex, and helping people protect which they have worked a lifetime for is what I love best”, says Lisa
*SB Partners LLP was voted 2015 “Best Accounting Firm” for the 8th year in a row by the Burlington Post Readers Choice.