Saare Adams
CPA, CA
Saare joined Bill MacPherson as an articling student in 2006 and obtained his professional designation in 2009 while articling under Bill’s guidance. Saare’s primary focus is on providing tax and advisory services for privately owned businesses and their shareholders. Born and raised in the foothills south of Calgary, AB, Saare attended university in Texas on a golf scholarship for one year and then traveled northwest from there to attend the University of Victoria. He graduated with a Bachelor of Commerce degree in 2006 while playing for the varsity golf team during his time at UVIC. In 2011 & 2012, Saare completed the Canadian Institute of Chartered Accountants In-depth Tax Course and continues to refine those skills. Outside of the office, Saare is married to lovely wife Mel and has two children. Saare enjoys golfing as a member at the Victoria Golf Club and competes in amateur events throughout North America. When at home, he can be found honing his skills as a ‘gentleman farmer’ near Brentwood Bay.
Bill MacPherson
CPA, CA
Bill MacPherson was born and raised in Victoria. After graduating from U.B.C. in 1976 with a Bachelor of Commerce degree in both Finance and Urban Land Economics, Bill joined the Victoria office of Price Waterhouse in 1976 and obtained his C.A. in 1979. Bill started his own firm in 1980, and has steadily grown the practice over the years. Bill’s professional interests involve assisting Professionals and Owner Managed businesses dealing with incorporation, financial reporting,and tax planning issues. Bill also deals with corporate structures, financially stressed businesses, the purchase and sale of businesses, and Estate planning issues. Summers for Bill are enjoyed with family and friends at Shawnigan Lake, or at Madrona in Parksville. Bill enjoys fishing, yoga and scuba diving and has played in national championships in both badminton and golf. Bill’s ability to listen and understand his clients needs, together with his understanding of tax and financial issues, has placed him in demand with individuals and companies seeking his insightful professional advice.
Alanna Wrean
CPA, CGA
Alanna received her CGA designation in 1987 and began employment with Bill MacPherson in 1997. She grew up in Squamish, BC and attended Capilano College and Simon Fraser University. Alanna has been happily married to Doug Wrean since 1984. They lived in Australia for 2 years then moved to Victoria, where they have lived in the same house in Fairfield since 1987. They have 2 adult children and are very happy that both kids still reside in Victoria. Alanna and Doug enjoy travelling, with highlights being trips to Hawaii, New York and many cruises.
Nitika Mital
Coming Soon
Linaya Matsalla
Coming Soon
Michele Shabaga
CPA, CGA
Michele joined Bill MacPherson in 2006, and obtained her CGA designation in 1995. Her focus is on owner-managed businesses. Interests outside of accounting include spending summers at the lake, hiking, biking and spending the winters skating and cross-country skiing.
Jarred Callbeck
CPA
Born and raised in Victoria, Jarred joined the Macpherson Adams family in 2019 after obtaining his CPA designation while articling at Grant Thornton. He began working in public practice in 2016 where his articling focus was assurance services for privately held and NPO businesses. Jarred is now focused on providing accounting and tax services to clients with a broad range of interests and financial goals.
Outside of the office, Jarred loves spending time with his wife Rebecca and daughter Bridget. He is also a member at Gorge Vale Golf Course and enjoys competing in local tournaments.
Patti Humphreys
Office Manager
Patti started with MacPherson Adams many years ago as part of the T1 Personal Tax Return team and in 2011 joined on full-time with the firm. Patti was born in Victoria and raised in a number of places as part of a Navy family and has now settled firmly in Sooke. Married to husband Pat, for over 40 years, they are the proud parents of 4 children. They have also been blessed with 3 lovely grandchildren, Charlotte, Liam and Abigail. Patti enjoys knitting, sewing, reading and spending time with family.
Arni
D.O.G – Designated Office Greeter
Arni took over office duties after our beloved Walter passed away in 2018. You’ll often find Arni sauntering around the office, greeting arrivals at the door or keeping everyone company in the meeting rooms. Remember to bring a dog treat to the office and you’ll have a friend for life.
Tax Services
We specialize in advising privately held corporations and their shareholders on all things tax including:
- Corporate tax
- Personal tax
- Trust and Estate tax
- Corporate reorganizations and advanced tax planning
- Scientific Research and Experimental Develoment (SRED) claims
- Sales Tax
Accounting Services
We understand that financial statements are a reflection of our clients aspiration to grow a successful business and we strive to identify opportunities that enable our clients to reach this goal.
- Preparation of financial statements
- Compilation engagements
- Assurance engagements (review)
- Bookkeeping services
Advisory Services
While our focus is advising on the fundamental aspects of taxation and accounting, we recognize that businesses encounter a multitude of decisions on a daily basis that require financial insight. Our experience with clients as well as our own personal experiences as business owners provide a knowledge base to help provide insight into a variety of issues including:
- Succession planning
- Estate planning
- Asset protection strategies
- Buy/Sell transactions