Recommended Professional Advisors

At Agrawal Associates Private Wealth Management we encourage you to contact your existing professional advisors on tax, legal and other areas of specialty. The following references share the same professional integrity and client focused business model that we do, and as such we are confident in referring their services. If you are seeking to hire any of the following professional services, please interview them and create your own selection process to choose the one who meets your criteria.

Accountants

Derek Boniecki CA, CBV
Quadrant Accountants & Business Valuators
ph. 403-457-4477

• Corp. and Personal Accounting
• Chartered Business Valuator

Suresh Madaan CPA
Suresh Madaan Professional Corporation
ph. 403-456-2242

• Professional accounting and tax services
• Small/Med. Businesses, Audits/Reorgs

David B. MacNicol CA
ph. 403-250-2022

• Evening and weekend appointments accommodated
• Professional assurance, taxation and business advisory services to owner-manager businesses and individuals

Fay Chrishou CPA, CA, TEP
Tax and Consulting / FCPCGroup.ca
ph. 587-349-7325

• Our knowledge translates into your power.

Sarka Hojda CPA
Hojda & Associates Inc.
ph. 403-982-5569

• Small Business & Personal Accounting
• Also specializes in Bookkeeping

Gary Doran, CPA, CGA
Bergeron & Associates
ph. 403-261-7766

• Anglais et Français accounting & consulting
• Small/Mid Business incl. Farming/Agriculture

James Gottselig CA,CPA (IL,USA)
International Tax Services
ph. 403-531-2205

• US Tax, International Assignment Planning, Expatriate and Non-resident Tax

Bhaskar Mahajan CPA
Ramsey & Mahajan Accountants
ph. 403-256-8118

• Small/Med. Businesses, Corp. Reorg, Start-ups
• Professionals and Professional Corporations

Lesley Bloxham CPA, CGA
Blasetti Broyles Bloxham LLP
ph. 403-277-0511

• A full-service accounting firm offering a spectrum of professional services for individuals and businesses throughout Calgary

Harry Taylor CPA,CA
Prospera Chartered Accountants
ph. 403-252-5858

• Partners in Prosperity and creators of the Prospera Millionaires Program

Lawyers

Warren Woo BA, LL.B
Aspen Law Office
ph. 403-237-8003

• Residential Real Estate, Mortgages/Refinancing Wills/Estates, Uncontested Family Law

Angela Yee-Hamshaw LL.B
REAL Legacy Law
ph. 403-258-4400 (ext. 228)

• Specialized and comprehensive Estate Planning and Estate Administration services

Ryan Lee Chee B.Comm, LL.B
PON Harvard Law Certificate
ph. 403-604-6599

• Business/Employment Contracts, Leases, Buy/Sell Agreements, Contract Negotiation

Colin G. Simmons LL.B
Counsel West Law
ph. 403-258-4402 (Ext.224)

• Agriculture Law, Farm Estate Planning, Agriculture Taxation, Surface Rights/Leases

John Fletcher MBA, LL.B
The friendly law firm that saves you money
ph. 403-225-2600 (Ext. 6)

• Real estate (+BC)
• Extensive experience w/Wills, Estates, Business Services.

Valsala Chengkalath B.Sc, LL.B
Barrister, Solicitor & Notary Public
ph. 403-735-4988

• Specializes in Wills and Estates

David A. West BA, LL.B, JD
West Legal
ph. 403-723-0175

• Estate planning, Wills, Probate, Family Law
• Friendly, affordable, simplified legal advice

Beryl McNeill LL.B
McNeill Family Law
ph. 403-410-3845

• Beryl offers a more efficient model that preserves personal and monetary assets alike

Arthur Olson MA, LL.B
Compass Tax Law
ph. 403-283-3331

• Canadian & International Corporate & Personal Tax Law, Foreign Securities & Estates

Realtors

Joy Peacock
The Joy of Real Estate
ph. 403-850-6540

• #1 Re/Max Office Worldwide for 17 Years

Denis Hrstic
CIR Realty - My Home Agent
ph. 403-852-6583

• CIR #1 Sales in Calgary
• Exclusive 1 Day Listing Agreement

Pavan Kaushal
The Kaushal Group
ph. 403-874-3941

• ‘Selling from the heart’

Patrick Murray
Coldwell Banker Mountain (Central)
ph. 403-660-5319

• Master Certified Negotiation Expert

Business Coaches

Martin H. Park
Evolve Business Group
ph. 403-283-8337

• Business mastermind & magic bean counter.
• Business coaching… ’transform, lead, grow’

Oliver Baezner
SONIC Breakthrough Coaching
ph. 403-995-0480

• Helping good businesses breakthrough to greatness.
• Strategic business coaching.

Health, Wellness & Seniors Services

Kathy Mendham BSc, PT, MBA
Proactive Seniors.
Plan Ahead, Live Well
ph. 403-809-1971

• Planning ahead for your future aging needs is the key to living your best life.

Sue Newton BA, BScN, MN, RN
Health Upwardly Mobile
ph. 403-536-2480

• HUM offers occupational health services, fitness to work assessments, addiction, chronic pain and mental health services

Donna Gamble R.O
Eye See Clearly Optical
ph. 587-777-1200

• Mobile Custom Fit Eyewear

Colette Murray RDH
Access Dental Hygiene Services
ph. 587-225-0558

• Access Dental Hygiene Services is a fully mobile dental hygiene care provider that comes to you.

Dr. Natasha Iyer MB, ChB, CCFP
Chronos Apollo Wellness & Medical Aesthetics
ph. 403-237-2353

• “Life is not merely to be alive, but to live.”
• Defy time…

Views of professional advisors may not be shared by Investors Group.