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MORE WAYS TO PARTNER WITH LOREN NANCKE

Helping you on your journey to achieve financial serenity.

Gain additional control over your financial life, so you can do more of what you love. Find out how else you can partner with Loren Nancke and view your custom service package proposal.

View your proposal

Our firm is bringing peace to your finances with an integrated service model

A diagram of Loren Nancke's financial serenity wheel

A holistic partnership with Loren Nancke means you can expect:

  • A collaborative approach to your finances that includes aligning all of your professional advisors
  • Detail-oriented, jargon-free advice for aspects of your finances you may not have considered
  • Robust financial planning for all areas of your life

 

Our team is dedicated to helping you:

  • Create a long-term, holistic plan for your business, retirement, and estate with the right team in place
  • Find serenity in all aspects of your finances
  • Understand important tax info, filing dates, and payment deadlines

Review your custom service package now.

View proposal

Loren Nancke by the numbers

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    30+ years

    Providing accounting and tax services across Western Canada
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    10+ accountants

    Helping incorporated professionals find financial serenity
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    1 CPA firm

    Offering trusted advice for business owners that counts

Our client journey to financial serenity

Woman working on a laptopSTEP 1:

Complimentary discovery meeting and service package refinement

At this stage, we’ve already entered into a partnership and are working together towards your financial goals. That said, we’ve identified additional ways that our team can support you and your finances.

We invite you to review the custom service package we’ve put together for you.

VIEW YOUR PROPOSAL

STEP 2:

Onboarding with Loren Nancke and a foundation GAP meeting

Since you’re already our client, you’ve been onboarded with our team. However, we’ve recently introduced our foundational and annual GAP meetings for all new clients, and we want to ensure that you have the same opportunity to provide us with all the pieces we need to map out:

  • Your personal and business financial goals
  • What financial pieces you already have in place
  • What you still need to achieve financial serenity

 

Be sure to reach out to arrange your foundational GAP meeting if you have yet to have one with our team.

 

What is a GAP meeting?

A GAP meeting stands for Goal, Advisory and Planning meeting. We consider it a key differentiator in the financial services that our CPA firm offers our clients.

Loren Nancke is proud to hold an initial foundation GAP meeting when a client first joins us. We then provide additional Goal, Advisory and Planning meetings annually to ensure that your journey to financial serenity stays on track.

 

STEP 3:

Annual filings, GAP meetings and consulting to achieve your goals

Moving forward, you can expect your experience with our firm to centre around your journey towards financial serenity. Combining the services we’ve identified in your proposal with our holistic approach to supporting your finances, we’ll work with you annually on:

  • Corporate tax compliance
  • Wage and dividend planning
  • Personal tax compliance
  • Goal, Advisory and Planning meetings
  • Financial consulting

 

The outcome is an evolving financial plan developed entirely for you. Whether it takes 1 year or 10, we will work with you and your entire team of advisors to help you achieve the ultimate goal of financial serenity. And once you get there, we’ll help you stay there.

Review your custom service package now.

View proposal

What our clients say

  • I’m reaching out to acknowledge the work that Loren Nancke did this year for my business. Your regular updates, clear communication, and support were incredibly valuable and I wanted to make sure that you knew how grateful I am. In the world of small business, with all its moving parts and challenges, it is so useful and inspiring to have such a strong support team to assist with our year-end accounting. Your professionalism and client commitment is obvious and I truly appreciate it.
    Suzanne Laurie, Owner
    Backeddy Resort & Marina, Stay Wilder Eco Resort

  • Not only superior service, but I feel as though I am receiving excellent value for the fees I pay. How rare is that these days? Most of my family has moved their accounting needs to the firm, and they have been as pleased as I have.
    Daniel Kalla, MD, CCFP (EM)

  • If you need someone to answer a question they always get back to you quickly, I cannot praise their work ethic enough. Loren Nancke has really helped us grow, and the only reason I can relax while I’m on holiday is knowing that if I have a problem they will look after me.
    Graham MacLean, President
    MacLean Homes Ltd.

  • I have been a client of Loren Nancke for several years now. My experience has been absolutely positive. Their care and attention to details combined with a practical and logical approach have been well above my expectations. That resulted in savings that considerably exceeded their fee (which I have found reasonable in any case). I can gladly recommend Loren Nancke to anyone that needs an accountant or would like to consult them for a second opinion.
    Marco Ciriello, Architect AIBC, AAA, OAA
    LO STUDIO architecture Inc.