OUR PARTNERS
PROVIDE ACCOUNTING & TAX PLANNING SERVICES IN PENTICTON
Omland Heal LLP is Penticton’s largest locally owned accounting firm. We have been serving the Okanagan area since 2007, and our predecessor firms have been operating in Penticton for over 35 years. Our team of experienced Chartered Professional Accountant partners are knowledgeable, professional and committed to service excellence. Our partners are continually involved in professional development courses and are also heavily involved in the community.
We can assist with audits, financial statement preparation, US and Canadian personal tax preparation, tax planning, corporate tax returns, business planning, estate planning, tax compliance, and more.
Wayne Heal, CPA, CA
As a founding partner at Omland Heal, Wayne's practice includes advising professionals and owner-managed businesses regarding tax and financial matters, including corporate structure, family trusts and estate planning, business succession planning and income tax minimization. Industry specialties include professionals, retail, manufacturing and family holding companies.
Background
Wayne was born and raised in Victoria where he attended the University of Victoria graduating with a Bachelor of Science degree in 1988. After marrying, Wayne moved to Vancouver where he articled and obtained his CA designation in 1994. In 1995 Wayne accepted employment in Penticton with the predecessor firm of Omland Heal becoming partner in 2007.
Professional Memberships Include:
- Member of the Institute of Chartered Accountants of British Columbia, 1994 – 2015
- Member of Chartered Professional Accountants of British Columbia, 2015 – present
- Member of the Canadian Tax Foundation, 2008 – present
- Completion of Canadian Institute of Chartered Accountants' In-Depth Tax Course, 1999
- Member of the Canadian Association of Family Enterprise, 2004 - 2007
Volunteer and Community Work Includes:
- Director, Community Foundation of the South Okanagan, 2022 - present
- Treasurer, British Columbia Association for Child Development and Intervention, 2005 - 2006
- Past President, OSNS Child Development Centre, 2005 - 2007
- President, OSNS Child Development Centre, 2002 - 2004
- Treasurer, OSNS Child Development Centre, 2001 - 2002
- Director, Penticton and Friends Charity Golf Classic, 2002 - Present
- Director, Penticton Curling Club, 2001 - 2002
- Coach, SOYSA Youth Soccer Association, 2003 - 2007
Personal Interests
Away from work Wayne likes to spend time with his wife Meredith and their 3 children, Evan, William and Danielle. When not doing this, he can also be found enjoying a round of golf at the Penticton Golf and Country Club where he has been a member since 1995.
Chris Newton, CPA, CA
A partner at Omland Heal, Chris works on the audits of non-profit organizations and owner-managed businesses. In addition, Chris prepares business valuations for estate and tax planning.
Background
Chris has lived in Penticton since 1976 after moving with his family from Saskatchewan. After graduating from high school he attained his Bachelor of Business Administration from Simon Fraser University in 1996. After graduating from university Chris articled and obtained his CA designation in 1999 through the predecessor firm of Omland Heal.
Professional Memberships Include:
- Member of the Institute of Chartered Professional Accountants of British Columbia, 1999 – 2015
- Member of the Canadian Institute of Chartered Business Valuators, 1999 - 2007
- Member of Chartered Professional Accountants of British Columbia, 2015 – present
Volunteer and Community Work Includes:
- Treasurer, Penticton Golf and Country Club, 2002 - 2008
- Treasurer, St. Johns Ambulance, 2000 - 2006
- Member of Junior Chamber International, 2007 - 2012
- Administrator, Penticton Mens Rec Hockey League, 2006 - Present
- Executive Member of Penticton Slopitch League, 2008 - Present
- Treasurer – Glengarry Figure Skating Club 2018 – Present
- Board of Directors and Coach – Penticton Minor Fastpitch Softball Association
Personal Interests
Away from work Chris likes to spend time with his wife Shona and daughters Addison, Josie and Alexis. Chris also enjoys snowboarding, playing hockey, softball and golfing at Summerland Golf and Country Club where he is a member.
Ryan Schulz, CPA, CA
As a partner at Omland Heal, Ryan’s practice includes advising professionals and owner-managed businesses to meet their financial objectives. Ryan specializes in tax planning and minimization strategies, but also advises on corporate structures, family trusts/estate planning, and business succession planning.
Background
Ryan was born and raised in Penticton. He started his career at a national accounting firm in Kelowna and earned his CA designation in 2011 before joining Omland Heal in 2012. Ryan completed the CPA Canada’s In-Depth Tax course in 2016 allowing him to focus on personal and corporate tax matters.
Professional Memberships Include:
- Bachelor of Business Administration Okanagan College and The University of British Columbia, 2009
- Member of the Institute of Chartered Accountants of British Columbia, 2011 – 2015
- Member of the Canadian Tax Foundation, 2013 – present
- Member of Chartered Professional Accountants of British Columbia, 2015 – present
- Certificate of Achievement Chartered Professional Accountants of Canada In-Depth Tax Course, 2016
Volunteer and Community Work Includes:
- Treasurer, Habitat for Humanity South Okanagan, 2012-2014
- Member, Junior Chamber International, 2012-2015
- Assistant Coach, Penticton Minor Hockey, 2016- 2018
- Member, City of Penticton Arena Task Force, 2017-2018
- Team Treasurer, Penticton Minor Hockey Association, 2017-present
- Treasurer, Ha Ha Ha Kidz Fest Society, 2019-present
Personal Interests
Away from work Ryan enjoys to spend time with his wife Allison, sons Bennet and Smith and daughter Lila. Ryan also enjoys hiking, fishing, snowboarding and spending time outdoors.
Kris Omland, CPA, CGA
As a partner, Kris Omland brings a wealth of public practice and private enterprise experience. His practice covers a broad base of companies across Canada, primarily focused in the Okanagan Valley. Kris provides Canadian personal and corporate tax, assurance, and business advisory services, as well as US personal tax services.
Background
Kris was raised in Penticton and moved back to the city and joined Omland Heal in 2014. He has been a professional accountant since 2003 and his experience includes time at a national accounting firm, as well as senior accounting and finance roles in private business in both Canada and the United States including Controller and VP of Finance.
Professional Memberships Include:
- Bachelor of Commerce Sauder School of Business The University of British Columbia (Vancouver), 2001
- Member of the Certified General Accountants of British Columbia, 2003 – 2015
- Member of Chartered Professional Accountants of British Columbia, 2015 – present
Volunteer and Community Work Includes:
- Financial Agent, SOWKCA, Present
- Assistant Coach, Penticton Minor Hockey, Present
- Treasurer, Penticton Recovery Resource Society 2019 – current
Personal Interests
Kris spends time away from work with his young family, including wife Jeanie, son Cason and daughter Elliot.
Andrew Nendick, CPA, CA
As a partner, Andrew has extensive experience in personal and corporate tax as well as corporate year ends, and can provide a full range of professional accounting services.
Background
Andrew grew up in the South Okanagan and graduated from Penticton Secondary School. He has been in public practice since 2003 and qualified as a chartered accountant in 2007.
Professional Memberships Include:
- BCIT – Financial Management, Professional Accounting, 2003
- Member of the Institute of Chartered Accountants of British Columbia, 2007 – 2015
- Member of the Institute of Chartered Professional Accountants of British Columbia, 2015 – present
Volunteer and Community Work Includes:
- Treasurer, Penticton and Wine Country Chamber of Commerce, 2014 – 2016
- Treasurer, Penticton – BC Liberal Riding Association, 2013 – present
- Financial Agent, SOWKCA, 2013 – 2015
- Finance Committee, Penticton and Wine Country Chamber of Commerce, 2009 – 2011
Personal Interests
Andrew spends his time away from work with his young family, including wife Kirsten, sons Callum and Riley, and daughter Keltie. They enjoy outdoor sports and camping in the summer and skiing in the winter.
Jeff Omland (Retired)
A partner at Omland Heal, Jeff is responsible for the independent review of financial statements and for resolution of significant issues as well as consulting with business owners and public sector clients. Jeff's practice includes a broad experience with both public and private sector organizations in various areas, including construction, retail, manufacturing, hospitals, school districts, banking, tourism, and First Nations.
Background
Jeff was born and raised in rural Saskatchewan where he attended the University of Saskatchewan, graduating with a Bachelor of Commerce degree in 1972. From 1972 to 1978 Jeff articled with a national CA firm in Calgary where he obtained his CA designation in 1974. Jeff's time was divided between audit, consulting and personal tax work mainly for medium to large corporations in the oil, construction and tourism industries. In 1978 Jeff moved to Penticton and set up his own practice progressing through a series of mergers into a national firm in 1982 where Jeff practiced as a partner until 2007. In 2007, Omland Heal acquired the Penticton practice from their predecessor firm including the complete staff and all client files.
Professional Memberships Include:
- Member of the Institute of Chartered Accountants of Alberta, 1975
- Member of the Institute of Chartered Accountants of British Columbia, 1979 – 2015
- Member of ICABC Professional Practice Review & Licensing Committee, 2005 - 2008
- Completion of Canadian Institute of Chartered Accountants In-Depth Tax Course, 1998
- Member of Chartered Professional Accountants of British Columbia, 2015 – present
- Member of ICABC Economy Check-Up Committee
- Member of ICABC MLA Liaison
Volunteer and Community Work Includes:
- Director - BC Wine Information Society, 2007 - Present
- Past Director of Penticton Vees Junior Hockey Team, 2006 - 2008
- Past Director and Treasurer - South Okanagan Crime Stoppers
- Past Finance Chairman - BC Hockey Hall of Fame
- Past Director and Chairman of Tourism Penticton
- Past Director - Breakaway Drug Abuse Society
- Past Director of Penticton Library Board - six years
- Past President of South Okanagan C.A. Association
- Past Director of Penticton Golf Club, Minor Hockey and Baseball Organizations
- Past Director of Penticton Arts Council
- Past Treasurer of Penticton Peach Festival
- Past Treasurer - South Okanagan Community Foundation
- Chairman - ICABC Convention Committee
- Coach and Referee of Minor Hockey, Baseball and Soccer
Personal Interests
When not at work Jeff can be found enjoying tennis, golf, skiing and hockey.
