Contact Summit Strategies Chartered Professional Accountants
Tax Accountants, Preparers, & Business Advisors in Red Deer, Alberta
- Dwayne Patchett, B.Sc. CPA, CMA
Main Number: (403) 341-4702 ext. 1103
Dwayne has an undergraduate degree (86) in Math and Business Administration and in 1990 he completed his professional accounting designation.
After six years of working in Finance and Management within the Public Sector, 1995 saw his return to Public Practice where he partnered with Gordon Welch to create Summit Strategies, a professional services organization with a focus on the integration of wealth management strategies and business advisory services.
Dwayne's primary focus is Entrepreneurship and Business Development with small to medium sized businesses. He provides coaching and mentoring to help clients with clarity and confidence.
Dwayne and his wife Barb reside in Red Deer, Alberta where they have raised four children. He currently sits on the Board of Directors of the Central Alberta Child Advocacy Centre and has contributed 28 years of volunteering to Red Deer Minor Hockey and Strive Dance Academy.
Dwayne enjoys traveling, the outdoors, sports and recreation and is currently a member at the Red Deer Golf & Country Club.
- Steve Schiestel, CPA, CGA
Main Number: (403) 341-4702 ext. 1113
Steve has been working in tax and accounting since 1994. He services a large base of clients in a diverse range of Alberta industries. He enjoys the complexities of income tax strategies.
His background in agriculture has attracted many farming clients because he understands their business needs and has a personal vested interest in the industry. Steve also farms cattle, horses and crops north of Sylvan Lake.
Steve has been a volunteer with the Central Alberta B.O.S.S. program helping new business owners to start up their operations. He sits on the board of directors for:
- American Quarter Horse Association
- Canadian Ancient Trails Foundation
- Past president of the Alberta Quarter Horse Association.
- Proud alumni and supporter of 4-H.
- Karleen Mudry, B.Comm, CPA, CA
(403) 341-4702 ext. 1109
Karleen Mudry has been with Summit Strategies since 2001. Her credentials include a Bachelor of Commerce degree and a CA designation received in 2006. She manages a solid team of accountants serving Albertans in a diverse range of industries by providing tax compliance needs as well as some tax planning and corporate reorganizations.
Karleen spends her time away from the office with her growing young family and enjoys reading and gardening.
- Bert Haar, B.Ed, CPA, CGA
Main: (403) 341-4702 ext. 1132
Having achieved both his Bachelor of Arts and Bachelor of Education, he earned his CGA designation in 2008. He is a hardworking Associate and has been in the accounting and tax field for approximately 17 years. His time has been spent primarily enjoying helping owners/managers of small businesses to be able to manage their compliance requirements and to help them plan at every stage of their business evolution.
He believes that the key to running your business is to be well organized and to be able to stay on track with accounting and tax compliance.
Bert is involved with his church community where he enjoys serving the community of Lacombe. He enjoys singing and also small construction projects around the house.
- Mitchel Harris, B.Comm., CPA
Main: (403) 341-4702 ext. 1122
Growing up Mitchel was involved for years in his family business environment. He is an Associate with a Bachelor of Commerce and a CPA designation earned in 2016. This has brought him a wide range of knowledge and experience that serves him well today in the community and in serving the clients he always gives his very best to.
Camping, fishing, golfing, hiking, hockey, just being outdoors and traveling with his wife Sabrina are some of the hobbies he enjoys in his time off.
- Connie Andres
Accounting Technician/Corporate Services Officer
Main: (403) 341-4702 ext. 1125
As a valuable member of our team Connie wears many hats. She has been with us now for over 15 years and is an Accounting Technician, Corporate Affairs Agent, Bookkeeper and Tax Preparer. Outside of work she enjoys reading, movies and playing games.
- Michelle Bare
Corporate Services Officer
Main: (403) 341-4702 ext. 1111
Michelle is a dedicated Executive Assistant, Corporate Service Officer and Bookkeeper. She offers training in Xero to both Summit staff and to our clients. In her spare time Michelle enjoys going on adventures with her husband Rob, and spending time with her three kids.
- Tammy Orchyk
Main: (403) 341-4702 ext. 1120
Tammy is a dedicated administrative assistant who has a passion for a large group of our clients often working long hours past when she is expected to. She is always happy to help colleagues where they may need it. When she is not hard at work she enjoys spending time with and cheers on her daughter in Ringette.
- Adam Carleton, BBA, CPA
Main: (403) 341-4702 ext. 1126
Adam is currently a Senior Accountant with a Bachelor of Business Administration and has obtained his CPA designation. He really enjoys working with companies that are start-ups and those that need a financial tune-up for their business in some capacity. He has several years of experience dealing with companies in a variety of industries.
He is dedicated to both his wife Brooke and their new born daughter Blair. When he has spare time he enjoys watching and playing sports.
- Gelnn Lau, B.BA
Main: (403) 341-4702 ext. 1176
Gelnn has a Bachelor of Business Administration and is currently studying to write the CFE. As a focused Staff Accountant Gelnn likes to ensure all accounting records are accurate for his clients.
Camping and shopping are two of his favourite family activities that he enjoys with his wife Winnie.
- Connor Patchett, B.BA
(403) 341-4702 ext. 1116
Connor is an Accounting Technician who has received his Bachelor of Business Administration in General Management with a minor in Finance. He is currently pursuing his CPA designations. When he is out of the office he enjoys watching or playing hockey, golf and basketball. He currently sits on the Board of Directors for the Piper Creek Optimist Club of Red Deer & Red Deer Senior AA Rustlers, as well as an active member at the Red Deer Golf & Country Club.
- Jennifer Ling
Work: (403) 341-4702 ext. 1137
Jennifer has her Bachelor of Commerce and is enrolling in the CPA program of professional studies. She has a strong work ethic and enjoys helping business owners with their taxes along with helping to implement a progressive business plan for them.
She enjoys hiking, eating a healthy meal and relaxing with her family in her time off.
- Anil Yuksel, BMgt
Work: (403) 341-4702 ext. 1136
Anil has graduated from the University of British Columbia's Management program with a specialization in Accounting and Minor in Economics. During his time at UBC he was involved in a number of different extracurricular activities such as working as a teaching assistant, volunteering as an Executive at the Pride Resource Centre and competing in four different case competitions.
Anil enjoys getting to know his clients and finding realistic, practical, and economical solutions to their tax, accounting, and succession challenges.
Colleagues know him as being creative, industrious and dedicated. He has great people skills and in innately curious about cultures which serves him well when assisting clients.
Outside of work he enjoys skiing, playing and watching sports, seeing the world and volunteering with children.
- Wenneth De Jesus
Work: (403) 341-4702 ext. 1107
Wenneth works hard for her clients to ensure that they can make well-timed decisions. She loves working with numbers and problem solving.
She is organized and efficiently manages her time well for her clients.
Before her career in accounting she worked as a science teacher. When she is not working she currently enjoys reading and playing table tennis.
- Aislyn Havell, B.Comm.,CPA
Work: (403) 341-4702 ext. 1121
Aislyn has two years of audit experience-not for profits associations. She also has 2 years of specialized farm corporate and personal tax accounting experience.
Her preferred area of practice is business and personal taxes.
When she is not working she enjoys horses, rock climbing, running and biking.
- Uilani Ballay
- Priscilla St. Jean
- Christine Dunbar
- Connor Ablett, B.Comm, CPA
- Geri Christman
- Marvin Capistrano
- Justice Michel
- Rejoy Sumabat
- Ramandeep Singh, B.Comm
- Jodie Waddy, CPB
Since 2007 Jodie has been working as a bookkeeper and received her Certified Professional Bookkeeper (CPB) designation in 2009 through the Institute of Professional Bookkeepers of Canada (IPBC).
She has vast experience in (but not limited to) record keeping for small businesses, farms, and charities. She also prepares personal tax returns, does payroll processing, and has provided bookkeeping training and client support to many clients in her career.
Jodie loves getting to know her clients, being able to meet their needs and answer any questions.
Jodie has lived in Central Alberta most of her life and moved to Red Deer in 2004 where she is currently raising her family.
She currently supports charities with a holistic mission in mind both in Canada and around the world.
- Certified Professional Bookkeeper (CPB) - Institute of Professional Bookkeepers of Canada - 2009
- Office Administration Diploma - Red Deer College - 2002
- Jennifer Toews
Summit Strategies Chartered Professional Accountants is a CPA firm providing integrated accounting and financial services