Moodys Tax Advisors expands under new leadership

By Staff | December 6, 2012 | Last updated on December 6, 2012
1 min read

Moodys Tax Advisors is under new leadership.

Kim Moody, Dale Franko (managing partner), Roy Berg and Greg Gartner form Moodys’ new partnership, and are in the process of complementing their Calgary office with presences in Edmonton and Buffalo, New York.

“Our clients require results, whether their tax needs are in Canada, the US or both. Our job is to get those results,” says Berg, leader of the Canada-US tax group.

Read: Keep more money through tax planning

“Our clients look to us to identify areas of risk and opportunity, and create plans that yield the right balance of protection, optimization and compliance to suit their specific circumstances,” says Moody.

The new office locations are set to open in January 2013.

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Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.