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.
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
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.
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.
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.
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 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.
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.