Category Segal GCSE LLP Insider Current News

Segal GCSE LLP Update: COVID-19

As your trusted advisors, our objective is to keep our clients updated on how we are handling the global spread of COVID-19 (Coronavirus) and our services to you.

  • Currently, the majority of Segal GCSE’s team is working remotely. For now, our office remains open with restricted access on a limited schedule to receive courier and mail deliveries, and to manage our client needs.
  • Your Segal GCSE advisors are available by email and/or through their direct telephone lines. If you are calling after hours and/or are unable to reach a member of the team, please leave a message and your call will be returned as soon as possible.
  • We are monitoring and responding to all inquiries, both email and voice mail, as quickly as possible and thank you in advance for your patience.

Document Sharing and Collaboration

In order to ensure our clients can safely and securely share information with us, whether personal or corporate, we are expediting the release of our ShareFile portal project.

  • You will be receiving an e-mail within the next few days with an activation link to enable your account and create your password. This link is unique to you and must be used within the next 30 days. Please make sure to check your spam or junk folder.
  • This upgrade to our technology toolbox will allow you to quickly and securely upload, share and access your documents. It will also enable the Segal GCSE Team to collaborate and share documents with clients. In the interim, if you have personal tax or other documents ready to send to us, please reach out to your advisor for assistance in providing those to us electronically.

For those of you who cannot provide electronic documents, we are accepting courier and mail at our office.

The Segal GCSE Team is confident in our ability to provide exceptional service while ensuring our team, clients and community remain healthy and safe during this unprecedented event.

We will continue to keep our clients updated on a regular basis.

On behalf of the Segal GCSE Team, we extend our sincere thanks for your ongoing support.

Sincerely,

Dan Natale
Managing Partner – Segal GCSE LLP

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Segal Welcomes New Tax Principal

We are pleased to announce that Daniel Wilson, CPA,CA, has joined Segal’s tax group as a Principal. Specializing in income tax for owner-managed businesses and professionals, his experience includes corporate and partnership reorganizations, tax aspects of sale and purchase of businesses, cross-border taxation, estate planning and personal and corporate tax planning. He is also a frequent speaker on the subject of tax matters and has served as a group study leader and in-residence tutorial leader for CPA Canada’s In-Depth Tax Course. Daniel also serves as a Board Director and member of the Finance Committee for JVS Toronto.

On behalf of the Partners and staff of Segal GCSE LLP, we extend a warm welcome to Daniel.

Segal Celebrates: Stellar CFE Results

Our 2019 CFE writers pictured with Managing Partner, Dan Natale (R)

Segal is thrilled to announce the stellar results of our 2019 CFE writers. 

All seven of our writers were successful and we extend our sincere congratulations to them all!

Congratulations to the following on their achievement in passing the CFE:

  • Chuck Dai (University of Toronto)
  • Jeffrey Lui (Wilfrid Laurier University)
  • Jessica Wen (Wilfrid Laurier University)
  • Jonathan Couse (Wilfrid Laurier University)
  • Khushpreet Sran (Wilfrid Laurier University)
  • Tiffany Ng (Wilfrid Laurier University)
  • Victoria Liu (Brock University)

Our writers’ hard work and commitment has paid off, and we share in their excitement as we celebrate this key professional milestone!

All the best, from the Partners and team at Segal!

Successful CFE Writers

We are proud to celebrate those members of the Segal team who successfully completed the 2018 CFE exam!  After many years of study and a grueling 3-day exam, their hard work has paid off and we’re excited for their future.

Congratulations to:

  • Christopher Luk
  • Cheryl Vanderland
  • Chris Ball
  • Victoria Huang

Special recognition goes to Chris Ball who earned a place on the honour roll.  The CFE honour roll consists of the top one percent of CFE writers across Canada.

Congratulations again to our writers!

2018 Successful CFE Writers

Segal GCSE LLP A 2018 Best of the Best Firm

INSIDE Public Accounting (IPA) has named Segal GCSE LLP a Best of the Best Canadian Firm for the third consecutive year.  Segal is honoured to be one of only 5 Canadian CPA firms ranked as a 2018 Best of the Best firm based on a wide variety of financial and operational performance.

“We are honoured to once again be named a Best of the Best in Canada; it is a vote of confidence in our people and in Segal’s unwavering commitment to client service. Our vision and approach to providing high value and trusted service to our clients remains unchanged.  With our move to new offices at Yonge and York Mills we are now centrally located and in a better position to regularly meet with clients.” said Dan Natale, Managing Partner at Segal.

“Best of the Best firms excel by achieving the delicate balance of focus on culture, clients, team and financial results,” says Michael Platt, principal of the Platt Group and publisher of the accounting trade publication, INSIDE Public Accounting.