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PARTNERING WITH LOREN NANCKE

Helping you on your journey to achieve financial serenity.

Gain control over your financial life, so you can do more of what you love. Learn more about what it’s like to partner with Loren Nancke and view your custom service package proposal.

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

A diagram of Loren Nancke's financial serenity wheel

Partnering 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 you can trust
  • 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.

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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 met for our initial discovery meeting and put together a custom service package for your review.

VIEW YOUR PROPOSAL

STEP 2:

Onboarding with Loren Nancke and a foundation GAP meeting

Once you become our client, we get you onboarded with our team by setting you up with our systems and sending you our new client financial questionnaire. Using the answers you provide combined with our foundation GAP meeting, we develop a holistic plan for your finances that maps out:

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

 

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

The final step in your journey towards financial serenity is one that repeats every year, as the Loren Nancke team supports you with annual:

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

 

The outcome is an evolving, holistic financial plan developed entirely for you. Whether it takes 1 year or 10, our corporate tax specialists 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.