Since our formation in November 1991, our firm has had a simple objective – to provide creative advice and personalized service to clients to enhance their business success and personal net worth.
HBA Chartered Professional Accountants is a full service CPA firm located in Dartmouth, Nova Scotia. The foundation for the practice is small to medium sized owner-managed businesses and not-for-profit organizations.
We offer tax, estate and financial planning services, as well as tax compliance, financial statements, financial projections and valuations. We also advise owner-managed businesses on financing, succession planning, computer systems and business related matters.
Looking for more information on our services? Please contact firstname.lastname@example.org
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Leading our people are:
Boyd worked for a national CA firm in Edmonton, Calgary, and Halifax from 1977-1991. He has grown and managed the firm since 1991. He has a wealth of experience with a variety of businesses providing business advice as well as accounting, tax, estate and financial planning services. Boyd focuses on tax, estate and financial planning for owner managers. Boyd is actively involved in the community.
You can contact Boyd at email@example.com
Rosemary has been a partner at the firm since 1993. Previously, she worked as a Senior Manager for a national CA firm and has extensive experience in serving a varied clientele. She has also lectured at both Mount Saint Vincent University and the Technical University of Nova Scotia. For over 20 years, she has participated in the professional standards review process for the Institute of Chartered Accountants of Nova Scotia. Rosemary focuses on financial statement preparation, accounting services, personal income tax planning and personal tax return preparation.
You can contact Rosemary at firstname.lastname@example.org
Tracy has many years of accounting, audit and tax experience in both the public and private sectors. She worked with both a national accounting firm and a local firm prior to joining the firm in 1999. Tracy has completed the CICA In-Depth Tax Course (Parts I and II). She has lectured at the Atlantic School of Chartered Accountancy and at Mount Saint Vincent University. Tracy has received many academic awards including the CICA Bronze Medal for earning the third highest mark on the UFE written by over 2,000 CA candidates.
You can contact Tracy at email@example.com
Peter graduated from Saint Mary’s University in 2002 and worked as a financial advisor before joining the firm in 2005. Peter obtained his CA (CPA) designation in 2008 and was a David Hope Honour Roll recipient. He obtained his Chartered Business Valuation (CBV) designation in 2018. Peter became a partner in January 2015.
Peter’s practice includes a full range of accounting, assurance, tax and advisory services for small to medium sized businesses. These services include tax compliance and planning, financial forecasting, valuations and other business consulting services.
As an active community volunteer, Peter has offered his time to many events and organizations. When not in the office, Peter can be found hiking, skiing, sailing, travelling the world, or relaxing in PEI.
You can contact Peter at firstname.lastname@example.org
Nola received an MBA from Dalhousie University in 2010 after receiving a Bachelor of Science and Diploma in Business Admin from Mount Saint Vincent University. She joined the firm in 2011 while working on her CGA designation, which she completed in 2012. Nola became a partner in 2021.
Nola is highly involved in the IT aspects of the firm and is certified in several accounting packages. In addition to offering accounting, tax and advisory services, she offers a variety of training options for clients and their bookkeepers.
Nola is a self-professed geek and served on the board of a local sci-fi, fantasy, and gaming convention for several years.
You can contact Nola at email@example.com
AMANDA AVERY, CPA, CA
Amanda began her career in public practice in 2012 and joined the team at HBA in 2020. Amanda
became partner in 2024. Amanda’s focus is on assurance services, accounting standards and business advisory. She has taught at Dal AC, CPA NS and often teaches internal training sessions for the AC Group of Firms. Amanda is the Treasurer for the Better Business Bureau – Atlantic Chapter. When not working with her clients, Amanda can be found hiking in the woods with her dogs, on horseback or on the rugby pitch.