Michael Deepwell

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed

Member Bio

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I spent the first six years of my career working for a global accounting firm as an accountant, specializing in audit and assurance. I earned my Chartered Professional Accountant (Chartered Accountant) designation while with this firm. While I enjoyed the work, I was drawn towards working closely with individuals and small business owners. In 2012 I shifted to serving small businesses, families, couples, and individuals. I love the integrative and multi-faceted aspects of financial planning and small business administration. ​In addition to accounting and tax training, I have completed the Certified Financial Planner® (currently held), the Chartered Life Underwriter (held until 2022) and the Trust and Estate Practitioner designations (currently held). People regularly mention that they appreciate my down-to-earth approach, especially the use of everyday examples to convey financial topics. Whether discussing retirement, tax, or insurance, I enjoy providing appropriate advice based on solid financial principles. Advice-only planning has been my only mode of operation. I have absolutely no product sales and receive no commissions – just pure financial advice. I’m convinced this is the only fair way to serve clients for their best interests. I love providing diverse and multi-disciplinary perspectives to clients, with both a breadth and depth of perspective. My background in accounting and tax fits well when serving a family business, preparing for end of life, planning for retirement, preparing cash flow projections, or making a debt management plan. More than simply a numbers-guy, I’m passionate about finding the story behind the numbers and how that influences clients’ decisions. In addition to my accounting job, I’ve taught post-secondary courses on personal financial planning and investment fundamentals. With a range of disciplines, I currently manage my time by providing: + family office services: CFO-level services to private companies, encompassing personal, family and business financial matters; + financial advice: counsel on end of life plans, managing and distributing estates, retirement plans, business start-ups, and comprehensive financial plans; + traditional accounting work: preparation and filing of income tax returns for individuals, families, corporations, trusts, partnerships, and charities, preparation of financial statements, and handling payroll and GST, PST, HST filings; and + teaching: retirement and financial literacy seminars I’ve always advocated for financial literacy and regularly share at workshops and seminars on personal finances, income taxes, insurance, savings and retirement planning. I also volunteer as a Community Connect Volunteer and Area Leader for Chartered Professional Accountants of Canada's financial literacy program and Speakers on Campus at Beedie School of Business. I live in British Columbia, Canada with my wife, my 2 young children, and a rescue Staffordshire terrier/border collie mix. I love talking finances and business and would love to talk with you further – whether you are around British Columbia, or across Canada. I primarily work with people in British Columbia, Alberta, and Ontario, Canada. Please contact me to set up a time to talk.


Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Estate Planning
Executive Compensation
Financial Planning
Group Insurance Planning
Insurance Planning
Investment Management
Retirement Income Planning
Succession Planning
Tax Filing
Tax Planning



Compensation Models

Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based

Professional Associations




Assets Under Management

Practice Size

2 to 5

Investment License


Provinces Licensed (Investment)

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