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Eric Wipf, CFP, CLU, CPA, CGA, TEP

Partner, Private Wealth Leader

Executive summary

Eric started his career in public practice in 1994 and has practiced exclusively in income tax since 1998. His practice focuses on owner-managed private businesses, partnerships, trusts and high net worth individuals. His areas of specific interest include succession and estate planning, corporate structuring and reorganizations, and asset protection. Eric is active in the industry as a member of the Calgary Chapter of the Society of Trust and Estate Practitioners (STEP), the Canadian Tax Foundation, and the Financial Advisors Association of Canada.

Professional designations and education

Certified General Accountant (CGA), Alberta
Certified Financial Planner (CFP), Alberta
Trust and Estate Practitioner (TEP), Alberta
Chartered Life Underwriter (CLU), Alberta
Business Administration Diploma, Mount Royal College

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