Kari R. A. Speaker Smith

CPA, CA, CFP, FEA, B Mgt

Meet Kari

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

As a family enterprise advisor (FEA), my focus is a hands-on, face to face discussion with my clients on what is going on not only in your business life, but your personal lives as well.  As a FEA, my expertise is helping you navigate the overlap of your business and personal financial situation.  My focus is on planning for the future – how can we set things up to navigate what might come in the future, and alleviate some of the stresses that come with not being prepared.

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.