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Customer Testimonials

"When our firm needed tax and estate planning expertise we found Brad. Brad has an unusual skill set in that he is not only a highly skilled CA, Brad is a driver of business. His networking reach is substantial and Brad's ability to build rapport quickly, think strategically and provide solutions to business owners make him an asset for anyone seeking his advice. As a client, we highly recommend Brad as a business partner. I consider Brad a business partner and a friend."

Tom D​utta - Professional Connector and Relationship Builder

"Brad is an expert on Corporate Reorganizations, Tax Effective Planning & Estate and Insurance Implementation Strategies. I've had the pleasure to know and work with Brad for over 20 years. Sound Business and Corporate Planning at the highest level-no question! Congratulations on setting up your firm and continued success."

Terry Gwilliam - Founding Partner, Rockmoor Wealth 

"I worked with Brad at PwC. I had the opportunity to assist several clients of Brad's while there and I found working with Brad on those issues to be an excellent experience.

Brad's technical strength in tax may be one of the strongest I've encountered in my time in public practice. Brad's passion for providing the best service for his clients is second to none. I enjoyed working with Brad immensely."

Jeff Smith - Indirect Tax Manager at Pembina Pipeline

"Brad was instrumental in the early development of my own consulting services corporation. His personal integrity and professional expertise are without comparison. He was, and continues to be, a trusted business, tax and finance advisor for me and my company."

Andy Etmanski - Director, ETCON Consulting Ltd.

"I first met Brad at a presentation I was doing a number of years ago in Edmonton. He impressed me as a highly experienced professional that I could really learn from. He is one of those few professionals that is able to make the complex understandable by even the layman!

I would highly recommend Brad's services to anyone."

Dale Durand CPA, CA, CFP - Business Succession Advisor at TD

"Brad's ability to leverage his strong technical skills with his wealth of experience allows him to provide his clients with the most current and leading edge tax strategies and planning. I highly recommend Brad's work."

Dana Flanagan - Finance & Strategy Professional

"Brad was an integral partner in providing high end tax planning advice, strategies and recommendations for our high net worth and business owner clients. His expertise and knowledge was an enormous value-added benefit for our clients"

John Rovansek - Wealth Management Consultant at BMO Nesbitt Burns

"Brad has assisted in providing timely cost savings advise for myself and company for numerous years. I trust I am getting the best advice possible. He is honest and I feel he has my companies best interest in mind"

Warren Forsythe - Forsythe Security Ltd.

"Brad and I have shared clients from time to time. My clients found his services to always be excellent. I have recommended clients to Brad and have always heard back that they appreciated my recommendation and that Brad was exactly what they were looking for. I would not hesitate to recommend Brad again in the future."

James (Jim) Swanson - Intellectual Property and Technology Lawyer, Partner at Burnet, Duckworth & Palmer LLP, Calgary"

"Brad based on his broad taxation knowledge, helped create structure for the company, as well as, with long term planning incorporated the tax implications of a growing company. This was all done in a cost effective and timely manner"

Aubrey Mendonca - CEO at ChemRoutes Corporation

"Brad brings an enormous amount of knowledge and creativity to the table. He implements structures that create substantial wealth for my most valued clients, and most importantly, presents them in a manner that reflects their priorities and explains them in simple terms. I am very confident recommending him to my best clients".

Jeff MacKenzie - Wealth and Estate Planner at ATB Investor Services

"Brad Severin is the quite frankly the top tax accountant in the Province of Alberta if not the country.

He is always ahead of the curve as it relates to ever changing tax law.

He will ensure your company is structured in the best way possible to minimize tax. He cares about your family and arranges plans to move the most money from your business through creative succession planning.

What I most appreciate about dealing with Brad is his straight forward, no non-sense approach. He knows his stuff and can answer complex questions quickly and accurately. He breaks it down in form that the layman can understand.

He simply won't let you make the wrong decisions as it relates to managing the tax planning structure. I trust Brad more than any other professional in my business."

Justin Dahlen - Senior Leasing Manager at RBC

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