About David

David Wickenberg, CA, CFP

David Wickenberg CA, CFP

Partner

David grew up in Edmonton and after going to McNally High School enrolled at the University of Alberta in 1983. David initially enrolled in general sciences in order to have some flexibility in deciding what career path to follow. Teaching, computer science and business were all considerations but it was the flexibility and potential of a business career that led David to the faculty of business. An accounting major appealed to David in his final year since it provided the opportunity to interact with many different people and fulfill his desire to teach others what he knows.

David received his B.Comm from the University of Alberta in 1987 and was awarded his CA designation in 1990. After articling with KPMG he worked for two years in industry. First as a lending officer at a trust company and then at a large retailer as CFO.
David began his own practice in 1992 and after 4 years on his own merged his practice with Gary Koehli’s to form Koehli Wickenberg now KWB LLP. David received his Certified Financial Planner (CFP) designation in 1997 and uses that knowledge to provide full service plans that merge company and personal strategies.

David is married and has two children.

David has previously served on the board of Deal Generator, an initiative of EDE. He also served on the Board of the CKUA Radio Foundation and was the vice-chair for 2005 and 2006 and chair of the planning committee during that same time. It was during his term as chair of the planning committee that he helped develop the first full strategic plan for CKUA. David continues to be a strong supporter of CKUA.

When he’s not preparing tax plans and managing the business, David loves to play basketball or squash and also spend lots of time with his family.

Other Posts by David

Sep 19 2017
Free Quickbooks Online Seminars

KWB is hosting free quickbooks online seminars for our clients to learn more about the benefits of QBO and the apps that it supports. Upcoming seminars are: Wednesday October 4th at 11:30 (lunch provided) Thursday October 19th at 8:30 (coffee and pastries provided) Friday November 3rd at 11:30 (lunch provided) Tuesday November 21st at 8:30 (coffee […]

Sep 14 2017
The Glass Cliff

KWB has sponsored The Glass Cliff conversation at the Winspear on September 27th from 7:00-8:30 with a reception to follow. The panel includes Kirstine Stewart, the Rt. Hon. Kim Campbell, Eveline Charles and Dr. Shawna Pandya. The Glass Cliff event – 27-9-17 If you are interested in attending we have a few remaining tickets and would […]

Aug 8 2017
How to Avoid a CRA Audit

If you want to figure out how to avoid a CRA audit there are a number of things you should know. Probably one of your worst nightmares is the dreaded audit letter from the Canada Revenue Agency (CRA) informing you that you’re going to be audited and CRA will send out approximately 30,000 such letters […]

Jun 6 2017
CCH Profit Driver

At KWB we use software called CCH Profit Driver that can turn historical financial data into tactical plans. For example we can create scenarios that would help you optimize operational efficiencies, improve cash flow and demonstrate possible outcomes. CCH Profit Driver is really a “what if …” planning tool. How would you like to know […]

Apr 25 2017
Personal Services Business (PSB)

In the past, it was OK and even advisable to conduct business through an incorporated company even if PSB rules applied. With recent changes to the rules, though, this is no longer true.  So what are these changes, and what do they mean to you?

Apr 18 2017
Protecting Treasured Family Assets with Life Insurance

Do you want to protect the value of your estate for your heirs and preserve those cherished family properties and other assets? If so, read on for more info.

Jan 24 2017
Gross Negligence Penalty

As Canadians get busy filing their taxes, the Canada Revenue Agency (CRA) reminds everyone to be cautious of fraudulent tax filing. The CRA will audit, reassess and can apply a gross negligence penalty equal to 50% of the additional tax payable if it can show that a taxpayer knowingly, or under circumstances amounting to gross […]

Jul 5 2016
Bookkeeping Services

Are you unable to make good decisions because your financial information is inaccurate or not provided to you on a timely basis? KWB Chartered Accountants offers bookkeeping and similar services. With timely and accurate information we can help you address your issues and make better decisions as a result. These are definitely tough times, and […]

Jun 21 2016
Controller Services

Are you looking for information to help you make good decisions?  Are you unsure of what’s happening financially in your business? You need timely, accurate and complete financial information and the people who can figure out what it all means in order to survive in today’s economy. Controllers should basically pay for themselves. The cost savings you […]

Apr 19 2016
Tax Myths

Here are some common myths about our personal tax system: Myth: The CRA completely agrees with the information you submitted in your return if it sends you back a Notice of Assessment that agrees to what you filed. A Notice of Assessment is just the result of a quick assessment that will have fixed any […]

Apr 12 2016
Spousal Loan – Tax Savings Opportunity

If you are in a much higher income tax bracket then your spouse and have investments outside of an RRSP or TFSA then a spousal loan could reduce your taxes. Money that is earned directly by you through employment or investing is considered yours and can’t just be given to your spouse to invest.  That […]

Mar 8 2016
GST Quick Method

All GST registrants must file GST on either an annual, quarterly or monthly basis. However there is a method available to smaller businesses that is easier, quicker and saves money as compared to the normal method of GST filing. This method is called the quick method. Effective for reporting periods beginning after 2012 certain businesses […]

Feb 9 2016
Moving expenses

If you are moving and are the owner of your own business you should consider deducting the expenses in your company rather than on your personal tax return. If you do not have that option, then the tax rules provide that if you have moved to be at least 40 km closer to your place […]

Jan 26 2016
Borrowing Best Practices

You may not always understand what your banker is seeing or what they are asking for, but the good news is that both your banker and you want to see the business succeed. Here is more info on the 9 simple things that will help you become a more successful borrower.

Jan 21 2016
Charitable Giving

If charitable giving is something that you are interested in and you want to see the tax benefits obtained recently by one of our clients, read on for more information.

Jan 12 2016
Save Money with a Health Plan

Save Money with a Health Plan How can you save $100’s and maybe $1,000’s in taxes in one simple step? Are you an employee of your own company and do you have significant medical expenses each year of $2,000 or more not covered by a health plan? Then creating a “Private Health Services Plan” (PHSP) as soon as possible could save you big dollars.

Nov 4 2015
Halloween at KWB

This past Friday, October 30th, the staff at KWB once again celebrated Halloween at the office. A costume party and office decorating contest were the highlights and although we skipped the pumpkin carving this year there’s a good chance it will be back in 2016. Winner of the best costume with a great make up […]

Sep 10 2015
Online tools from the CRA and Service Canada

Here are some great tools on the CRA website to help in day to day activities that I personally use. 1)       Payroll Deduction Online Calculator Use the Payroll Deductions Online Calculator (PDOC) to calculate federal, provincial (except for Quebec), and territorial payroll deductions. It will confirm or allow you to calculate the deductions you include […]

Jun 2 2015
Structuring the legal ownership of your home

What’s the best structure to have for the legal title of your home? The answer is…it depends. Are you asking for tax planning purposes or for estate planning purposes? Often you may be advised that it’s important for you to have the title of your home shared with somebody else so that if something were […]

Apr 29 2015
2015 Tax Filing Deadline and KWB office hours

We would like to remind our clients that for the majority of Canadians, your personal income tax returns normally need to be filed by April 30. CRA has extended the filing and payment deadline to May 5, 2015. Despite this extension, it is our desire and intention to complete everyone’s returns by the original April […]

Apr 23 2015
CRA Direct Deposit

You may have been asked to provide your bank account information to CRA so that any refunds owed to you can be directly deposited into your account. However, if you are concerned that CRA now has access to your account and could access your funds you can stop worrying. CRA  has stated that if money […]

Apr 2 2015
Extended presence in the US and loss of benefits

Under the Canadian income tax system, an individual’s liability for income tax is based on his or her status as a resident or a non-resident of Canada. An individual who is resident in Canada during a tax year is subject to Canadian income tax on his or her worldwide income from all sources. Generally, a […]

Dec 19 2014
Merry Christmas from KWB!

Happy Holidays! All of us at KWB hope you enjoy yourself this holiday season. If you need to reach us, we are open regular business hours of 8:00-4:30 on the 22nd and 23rd and then closed from December 24th to December 28th. The office is open again on December 29th and we are in all […]

Dec 1 2014
KWB has moved

After 18 years in our offices at the Edmonton Sun building, we have embarked on a new path. We moved on December 1st, 2014 and our new home is now at 9771–54th Avenue, T6E 5J4. Our move went well and the place is looking great.  There are a few loose ends that need to be completed, […]

Nov 18 2014
Year End Tax Tips

There are a number of perfectly valid actions you may still be able to take before the end of the year to cut your taxes and to optimize your wealth management planning. As tax planning specialists, we at KWB can help you decide exactly what to do, when to do it, and what not to […]