A professional services firm for the complicated parts.
Lakeshore brings tax, fractional CFO leadership, and the judgment to connect them — under one roof in Kelowna, serving the Okanagan, Greater Vancouver, and clients across Canada.
Three ways we work with you.
Taxation
Personal, corporate, trust and non-resident returns — prepared and filed by the same people who plan them. Explore tax →
CFOFractional CFO
Monthly financial leadership from the firm that also structures your reorganizations and files your returns. Explore CFO →
FirmsPartner Program
White-label preparation of complex returns for other bookkeeping and accounting practices, delivered under your name. Explore the program →
The standard we hold every file to.
Accuracy
Precise, reliable reporting — every figure checked and every return reviewed by a second set of eyes before it's filed.
Timeliness
Deadlines met and filings in on time, so you stay compliant and clear of late-filing penalties.
Relevancy
Current with the latest legislative changes, so the advice you act on reflects the rules as they stand today.
Integrity
Straight answers and transparent practices in every engagement — including telling you when we're not the right fit.
Based on the lake. Working well past it.
In person across the Okanagan, and remotely with clients coast to coast.
- Kelowna
- West Kelowna
- Lake Country
- Peachland
- Summerland
- Penticton
- Oliver
- Osoyoos
- Vernon
- Vancouver
- Burnaby
- Greater Vancouver
“Most CFOs hand you a plan and send you to your accountant. We are your accountant.”
One firm for the tax, the structuring and the strategy. Tell us what you're working on.
Get in touch →