Our Credentials

Ed Arbuckle CA, FCA, TEP

Ed Arbuckle, President of Personal Wealth Strategies is a Fellow of the Institute of Chartered Accountants , a Certified Financial Planner and, a Trust and Estate Practitioner . All three designations are at the highest level in their respective fields. Ed is backed up by professional staff resources and many highly qualified professionals in investments, insurance, pension, real estate, law and other professions. For many years Ed has been very involved as a professional and an active member of community life.

Professional Memberships and Registrations

• Ontario Institute of Chartered Accountants
  
• Waterloo-Wellington Chartered Accountants Association
  
• Waterloo-Wellington Estate Planning Council
  
• Society of Trust and Estate Practitioners

Professional Designations and Other Education

• Chartered Accountant (Ontario) (CA)
  
• Fellow of the Institute of Chartered Accountants of Ontario (FCA)
  
• Graduate of Advanced Management Programme – Oxford Centre for Management Studies ( Templeton College ), Oxford, England
  
• 1999 Trust and Estate Practitioner (TEP)

Books and Articles Published

Published Articles

• May – June 1971 Ontario Capital Tax - A New Area For Tax Planning
  - Cost and Management Magazine
• 1972 Investment in Art for Pleasure and Profit – Coopers & Lybrand
• March - April 1983 A Case For An Understandable Tax System
  - Cost and Management Magazine
• 1983 – 1989 Financial Columnist – Exchange Magazin
  (Fairway Press) “Your Finances”
• 1997 – 1998 Financial Columnist – Kitchener Waterloo Record
  (Financial Forum)
• Current - Contributing writer to the Canadian MoneySaver magazine

Books

• 1980 Tax Guide For The Canadian Real Estate Professional (Co-author Donald Beach) – The Canadian Real Estate Association

Gerrie Laurin

Gerrie Laurin has been with our firm since June 2002 and has established significant expertise in personal taxation matters, tax returns, tax reassessments and investment reporting. She is currently working on her qualifications to become a Certified Financial Planner. Gerrie is always here to talk with our clients to make sure their problems get the attention they need.