Lott & Company Professional Corporation is very pleased to announce that Julie Luk, CPA, CA has recently become a partner in the firm. Julie joined the firm in 2015 after completing her Master of Accounting degree through the co-operative program at University of Waterloo. Julie progressed rapidly at the firm becoming a manager in 2018 and more recently was promoted to Director, Accounting, Tax and Assurance.
Throughout her time at Lott & Company, Julie has managed many of the larger and more complex client files. Her expertise shines when managing complex tax and succession planning projects that require implementing corporate reorganizations and estate freezes. Julie has also worked on several mergers and acquisition projects including the pre-sale tax planning. Julie notes that “Glenn has been an inspiration and mentor allowing me to grow professionally and with the firm”.
“This is such a special opportunity, and I’m grateful for the trust that has been placed in me,” noted Julie. “I look forward to continuing to work with our clients, growing their businesses and succeeding as a team.”
“I am so excited to have Julie join the ownership team” states Glenn Lott. “Her passion for helping clients combined with her advanced tax and estate planning knowledge helps to set Lott & Company apart from other firms.”
Lott & Company has been providing personalized tax, estate and succession planning services as well as accounting and business advisory services to owner-managed businesses for 30 years. From start-up, through the growth stage and into maturity, Lott & Company takes the role of chief financial advisor assisting their clients through the various stages of their business. Lott & Company focuses on ensuring that the appropriate structures are in place to protect the hard-earned assets of the owner and to minimize taxes over the lifetime of the owner and their business.
