Kari R. A. Speaker Smith

Kari R. A. Speaker Smith

CPA, CA, CFP, FEA, B Mgt

Meet Kari

Years of Experience with our Firm:

26

Years as partner:

19

Specializes in

  • Certified Family Enterprise Advisor – working with family in business towards successful generational transfers
  • Estate planning and estate taxation
  • Facilitating growth strategies for mid size businesses
  • Strategize business and farm succession options
  • Municipal and not-for-profit audit and accounting

Education

  • Family Enterprise Advisor (2020)
  • Chartered Professional Accountant (2015)
  • Certified Financial Planner (2001)
  • Chartered Accountant (1993)
  • Bachelor of Management, University of Lethbridge
  • Ongoing professional development courses

Professional Experience

  • Fletcher Mudryk LLP
  • Davis Kohlsmith & Kay
  •  KPMG (Edmonton)

Professional Membership

  • Office Managing Partner group, RSM Alliance
  • Family Enterprise Canada
  • Alberta Business Family Institute, U of A
  • FEA Professional Advisory Group, Edmonton
  • CPA Alberta
  • 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

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.