The Member engaged in public practice without appropriate licencing from CPABC between 2021 and 2023. They promoted their public practice and provided tax advice through a website, social media and podcasts. The Member misrepresented the size of their client base through an online entry on social media.

The Investigation Committee determined the Member contravened the CPABC Code of Professional Conduct as follows:

201.1 - Maintenance of the good reputation of the profession
202.1 - Integrity and due care
203 - Professional competence
205 - False or misleading documents or oral representations

The Investigation Committee recommended the Member:

  1. Accept a reprimand;
  2. Pay a fine of $1,500;
  3. Pay expenses of $1,420; and
  4. Complete a Professional Development course on managing a public practice.