KWB Staff.
At KWB, we have an amazing group of people, ready to help you
prosper.
KWB staff thrive in an organization where everyone has the opportunity,
skills and tools required to put his or her commitment to excellence
into practice. Together they build and maintain a culture where
people are honoured for their ideas, innovations, and efforts.
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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.
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