Robert M. Heron, CA, CFP
780.420.4766
Current Status:
Rob Heron joined Kingston Ross Pasnak in 1993. He currently
manages many of the firms ‘larger audit clients and
many of the firms’ publicly traded clients. In addition
to an audit background, he has significant experience with
owner-managed businesses and taxation.
In 1995, he moved into the corporate tax group and completed the two-year tax specialization program. During his two years in tax, he developed areas of specialization that included corporate reorganizations, general estate planning for owner/managers and basic tax research. While in the tax department, he maintained a base of clients, providing these companies with both assurance and taxation services.
Education:
- Bachelor of Commerce, University of Alberta – 1993
- Chartered Accountant, Alberta - 1996
- In Depth Tax Specialization - 1997
- Numerous professional development courses through the Institute of Chartered Accountants of Alberta and the Canadian Institute of Chartered Accountants.
Experience:
Audit related experience with organizations with the following unique requirements:
- Publicly traded companies;
- Large companies in the manufacturing industry;
- Not-for-Profit Seniors’ Housing.
Non-audit experience to provide services that include:
- Corporate Reorganizations;
- Estate Planning for Owner/Managers;
- Corporate finance;
- Mergers and Acquisitions;
- Key Employee Participation.
Professional and Community Activities:
- Chairman and Director, Sturgeon Community Hospital Foundation
- Director, Kids Kottage
- Past-President, St. Albert Progressive Conservative Board
- Past-President, Business Networking Inc. (BNI) Downtown Chapter
- Member, Canadian Institute of Chartered Accountants (CICA)
- Member, Institute of Chartered Accountants of Alberta (ICAA)
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