Roger worked with his father, Fred Whittaker from 1988 until Fred's retirement in 2013. Roger initially worked at Whittaker & Towler on a part-time basis during tax seasons while he went to college and BCIT to obtain his Occupational Health and Safety designation. He then changed career paths and in 1994 began working on a full-time basis as a staff accountant. His varied experience and education gives Roger a unique perspective, allowing him to provide clients an array of valuable accounting and tax services.
Certified Financial Planner
Roger is also a Certified Financial Planner. While not providing specific investment counselling advice, Roger does provide guidance in the area of overall investment and wealth accumulation strategies with an aim towards assisting clients to reach their financial goals. The financial planning strategies are incorporated in conjunction with accounting and tax planning to provide clients with the information they require to achieve their financial objectives.
He has received his diploma in Occupational Health and Safety and is currently nearing the completion of his schooling to finally receive his Chartered Public Accountant designation.
Roger is married and has wonderful children.
Yvonne, CPA, CGA
Yvonne received her CGA designation in 2005. She also has a Bachelor of Arts degree with a major in accounting.
Yvonne has more than ten years’ experience in public accounting, where she has focused on assisting corporate clients with their accounting and tax reporting needs. In addition to preparing financial statements for corporate clients, she has extensive experience in bookkeeping and the preparation of personal tax returns.
Yvonne is fluent in Cantonese and Mandarin and has been with Towler & Associates, CPAs for over 5 years.
Prior to joining Towler & Associates, CPAs, and while raising a young family, Maureen worked for many years as a secretary and bookkeeper in the construction industry, and as a purchasing/receiving agent & sales rep for home medical supplies & equipment.
Maureen started with the firm in 2002 when it was Whittaker and Associates. She enjoyed working the front office and meeting the clients, but decided she would like to get back into bookkeeping. She now works helping clients with their bookkeeping, personal tax returns and corporate returns.
She lives in North Vancouver with her husband Brent and their daughter Tanya. They also have two grown sons, Wesley and Kyle. While not at work she loves spending time with her family and friends.
Sandy is the Office Manager of Towler & Associates, CPAs and deals extensively with both business and personal tax clients. She has been with the firm for over 10 years and has watched the firm grow and expand.
Sandy grew up in North Vancouver where she continues to live. She is married to Brad, her husband of 32 years. Together they have a daughter and son. When not working she enjoys spending time with her family and friends as well as sports, cooking, walks with her dog and hiking the North Shore trails.