Richard Boulay CPA, CMA, TEP
Rick holds a Bachelor of Commerce (Honours) from Laurentian University (1982) and is a Chartered Professional Accountant, having attained the Certified Management Accountant designation in 1989. He completed the CICA In-Depth Income Tax course in 1992. Rick is a member of the Society of Trust and Estate Practitioners (STEP) and has successfully completed the Trust and Estate Practitioners (TEP) diploma program.
With over 25 years of taxation experience, Rick applies his extensive knowledge to support and advise individuals and corporations by providing sound advice. , Rick is also a member of the Society of Trust and Estate Practioners and has thoughtful expertise and in-depth knowledge of estates and trusts.
Rick manages our estate and trust services provided to our clients, which include preparation of final returns, trust returns and related planning.