Tim Coakwell, CPA, CA, CFP®, CIM®
Senior Vice President, IAN Member & Advisory Services
Tim followed his family footsteps into the accounting field, first working with KPMG and then Catalyst. In 2007, Tim partnered with David to build Alberta's first Integrated Advisory model, and is passionate about improving the financial services industry.
Question & Answers
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My unique ability is to influence other accounting firms and their clients to take action by evolving their client experience to an integrated advisory model. My diverse knowledge, experience, leadership, and communication style are the keys to my success.
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Winning the ICAA Early Achievement Award with the CPA for excellence in serving the profession and community was an especially proud moment – this was awarded due to my volunteer work with the Special Olympics golf program in Calgary and also for co-authoring and presenting various professional development courses. I also take exceptional pride in pioneering the Integrated Advisory model in western Canada and founding the Integrated Advisory Network.
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Playing guitar, hockey, golf, surfing, travel, and time with family and friends.