Company Profile

Lori A Shippy, B.B.A, C.A.

Lori grew up in the Okanagan area obtaining her diploma in Business from Okanagan College. She received her Bachelors of Business Administration Degree from the University of the Fraser Valley and her C.A. designation in 2010. Lori has been with the firm since 2009 and concentrates primarily on audits of municipalities & not-for-profit organizations, as well as review engagements, notice to reader engagements, and corporate tax returns. Away from the office, Lori enjoys playing soccer, softball, biking and hiking with her two loveable labrador retrievers.

Nathalie Merrill, C.M.A.

Nathalie graduated in 1997 with a designation as a Certified Management Accountant. Nathalie joined the firm in 2004 and specializes in the areas of farm succession, reorganizations and estate planning. In prior years she owned and operated a large horseback riding operation in the Canadian Rockies. Currently she owns a small acreage where she raises and trains horses. Nathalie is fluent in both French and English. In her free time she enjoys skiing, hiking, biking and horseback riding.

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