Kari R. A. Speaker Smith

Kari R. A. Speaker Smith

CPA, CA, CFP, B Mgt

Meet Kari

Years of Experience with our Firm:

25

Years as partner:

18

Specializes in

  • Private Enterprise – small to medium sized business support
  • Estate planning
  • Corporate business purchase and sale negotiation
  • Family and shareholder business mediation
  • Municipal and not-for-profit audit and accounting

Education

  • Chartered Professional Accountant (2015)
  • Certified Financial Planner
  • Chartered Accountant (1993)
  • Bachelor of Management, University of Lethbridge
  • Ongoing professional development courses

Professional Experience

  • Fletcher Mudryk LLP
  • Davis Kohlsmith & Kay
  • Peat Marwick Thorne (K.P.M.G.)

Professional Membership

  • Entrepreneurial CAs of Edmonton
  • Financial Planners Standards Council
  • Chartered Professional Accountants of Alberta
  • CPAs of Grande Prairie

Community Involvement

  • Former Merit Review Committee – ICAA
  • Former Recognition Committee Member – ICAA
  • Ambassador and Past Treasurer – Community Foundation of Northwest Alberta
  • Past Chairman and Board member – Alexander Forbes Playground Society
  • Active coach and manager of several local youth sports programs

Approach to Working with Clients

I focus on a hands-on, roll up your sleeves personal approach. I look forward to understanding your business and where you want to take it, so we can brainstorm options to facilitate how to get there in the future. I continue to educate myself in our current economy, upcoming tax planning options and look for a keep it simple strategy for you and your business endeavors.

What I Enjoy Doing Outside of Work

I enjoy spending time with my family, travelling around the world with my husband and kids, experiencing new people, new communities, and new cultures with them. I have a passion for weight training in order to enjoy my adventures to the fullest.