Paul Lee, Cpa, Ca, Cfp Email & Phone Number

Burnaby, British Columbia, Canada

P&L CPA is a community based accounting practice located in Burnaby, BC. The practice focuses on helping small business owners with their corporate and personal tax matters. The practice also provides compilation, personal tax, and bookkeeping services.

Vancouver, British Columbia, Canada

Hothead Games is a mobile gaming company focused on the creation, development and marketing of games for users of smartphone and tablet devices.

Vancouver, Canada Area

Maximizer provides customer relationship management (CRM) software applications to small and medium sized businesses. It was a publicly traded company on the TSX prior to being taken private in 2009.

Vancouver, Canada Area

Vancouver, Canada Area

Tasktop develops and sells on-premise software and SaaS solutions that integrate disparate tools used in the software creation process by Fortune 2000 companies. This reduces a tremendous amount of waste and time by enabling different teams such as requirements, software development and testers all have real-time data flowing back and forth from the different tools they're using (ie. Blueprint, JIRA, HP ALM, Jama etc).I enjoyed supporting the business during a period where the Company experienced rapid subscription revenue growth.

Vancouver, Canada Area

Wurldtech is a leading industrial cyber security company. It helps companies in the industrial space, like refineries and power plants, protect their data and assets from cyber attacks.During my tenure, I saw Wurldtech go from a cash strapped tech start-up, to being acquired by General Electric, and then transitioning from a business unit under GE Corporate to a spin off of the newly formed GE Digital vertical. After GE, I decided to join my old boss/CFO at Tasktop.

Vancouver, Canada Area

BDO is a Chartered Accountant firm that offers a wide variety of services including assurance, tax, valuations, and insolvency. During my articling tenure, I was fortunate to experience a wide variety of engagements from the messy "shoe box filled with receipts" compilations to big company audits. This allowed me to build the foundation needed to be a high performing professional. It taught me how to put financial statements together from scrap, how to compile and file T2s & T1s, how to coordinate an audit, how to think of systems and processes, and most importantly, how to reconcile.I attained my CA designation in December 2012.

Union Securities was an investment dealer with locations across Canada prior to the 2008 financial crisis. The company provided a wide range of services including wealth management, derivatives and commodity trading.

Ca

Bachelor Of Business Administration (Bba), Accounting And Finance

Cfp

Csc, Cph, Wme

Social Sciences