David Wickenberg, CPA, CA, CFP
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.
David has been a member of TEC for almost 15 years. It is through TEC that he learned the value of Culture, Vision, Mission as well as many other tools that KWB have made their own. The knowledge learned from the TEC meetings help KWB assist small businesses in achieving better results.
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
Tracking Your Mileage
If your business involves any driving, you should be tracking your mileage by using a mileage tracker like Triplog. If you’re thinking that you’re already drowning in paperwork and don’t […]
Canada Recovery Sickness Benefit (CRSB) Explained
“The Canada Recovery Sickness Benefit (CRSB) gives income support to employed and self-employed individuals who are unable to work because they are sick or need to self-isolate due to COVID-19, or […]
Save Money with a Health Services 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.
Supply Chain Disruption
Supply chain disruption has already occurred due to COVID-19 and it’s likely to get worse before it gets better. Measures that exist to avoid a reintroduction of the virus and […]
8 Tax Saving Tips
Here are 8 great tax saving tips: Tax Savings Tip #1: Keep complete records Be diligent about your record keeping to avoid lost receipts that can mean missing out on […]
KWB’s Wage Subsidy Assessment and Application
A rapid response plan for your business Applications for CEWS (Canada Emergency Wage Subsidy) will start being received by the government as of Monday, 27 April 2020. While businesses may […]
The Canada Emergency Wage Subsidy – What It Means for Canadian Businesses – 2 April, 2020
To help businesses keep and return workers to their payroll through the challenges posed by the COVID-19 pandemic, the Prime Minister, Justin Trudeau, proposed the new Canada Emergency Wage Subsidy. […]
What is the Work-Sharing Program?
Work-Sharing (WS) is a program that helps employers and employees avoid layoffs when there is a temporary decrease in business activity beyond the control of the employer. The program provides […]
Year End Tax Tips
Review our year end tax tips to discover a number of perfectly valid actions you may still be able to take before the end of the year to cut your […]
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. […]
Medical Expenses including Attendant Care
A taxpayer can claim medical expenses paid for themselves as well as for their spouse, common-law partner and dependents. A dependent can include; the taxpayer or their spouse/common law partner’s child […]
Deductible medical costs if you qualify for a disability tax credit
A taxpayer can claim deductible medical costs paid for themselves as well as for their spouse, common-law partner and dependents. A dependent can include; the taxpayer or their spouse/common law […]
We are often asked, “Should I own my vehicle in my company or personally?” The following facts can help us determine the answer to the question of vehicle ownership: 1) […]
Structuring the legal ownership of your home
What’s the best strategy for structuring the legal ownership of your home? The answer is…it depends. Are you asking for tax planning purposes or for estate planning purposes? Often you […]
Are RRSP’s the right investment choice?
RRSPs are one of the few last minute and flexible deductions available to people with employment income from a T4. However, if you are an owner of the business and […]
Impact of late filing your corporate tax return
If you are late filing your corporate tax return by more than three years, any overpayment is considered statute barred under the Canadian Income Tax Act (Section 164(1)). This means […]
Resident or Non-resident in Canada
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 […]
Applying for a Business Number
A Business Number is a nine-digit identifier provided by the Canada Revenue Agency (CRA) to each Canadian business. This number is given to register tax accounts and to make communication […]
CRA Tax Myths
Will CRA email me for information? Can I refuse to pay income taxes if I want to? Can I avoid paying GST? Do I have to pay taxes on lottery winnings? These myths are answered.
GST Quick Method
The GST Quick Method is available to smaller businesses and is easier, quicker and saves money as compared to the normal method of GST filing. And since all GST registrants must […]
2017 Tax Filing Deadline and KWB office hours
We would like to remind you that for the majority of Canadians, your personal income tax returns should be filed by April 30. It is our desire and intention to […]
Tax Filing Deadline
What is your tax filing deadline? How much time do you have to file and what are the costs of not filing or of filing late? Personal Tax Filing Deadline Personal […]
Controller and CFO Services
Do you think you may need Controller or CFO services? Are you looking for information to help you make good decisions? Are you unsure of what’s happening financially in your business? You […]
Having good bookkeeping will enable you to make good decisions based on accurate financial information provided to you on a timely basis. KWB Chartered Accountants offers bookkeeping and similar services. […]
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.