Gerald I. Peterson
Partner
Mobile: 204.941.0801
gerald@gsbusinessadvisory.ca
Susan Thompson
Partner
Mobile: 204.799.2574
susan@gsbusinessadvisory.ca

Gerald I. Peterson

CPA, CA

Prior to retiring as a corporate partner in BDO Canada LLP, Gerald was a partner/director in Peterson Group Chartered Accountants (formally PPW Chartered Accountants LLP and Pearson Peterson Watt Chartered Accountants), a principal in the general practice group of Coopers & Lybrand in Winnipeg and a partner with Warms Rogers Wright, Chartered Accountants prior to their merger with Coopers & Lybrand in 1990.

He qualified as a chartered accountant in Manitoba in 1982 and received his Bachelor of Commerce (Honours) degree from the University of Manitoba in 1978.

Born and raised in northern Manitoba, he received his high school education from Frontier Collegiate in Cranberry Portage. He has been involved in numerous professional, community and student activities over the years.

Gerald has, over the years, provided general business consulting services to owner managed businesses, with an emphasis in the auditing, accounting, computer system analysis, finance and taxation areas. He has worked with clients in most business sectors including retail, wholesale, manufacturing, non-profit, government and service sectors.

He has provided auditing services to many businesses and has specific audit experience pertaining to multi-branch retail and wholesale companies servicing Western Canada, Winnipeg based manufacturing companies in the garment and automobile industries, non-profit organizations including both public and private schools, the Institute of Chartered Accountants of Manitoba, and professional service organizations. He has also provided valuation services to this group on an ongoing basis. He has direct computer application experience and is very familiar with the use of computerized tools in both the financial analysis and computer audit areas. Specifically, he has worked on application evaluation, implementation and training issues.

He has prepared financial projections, developed business financing plans, and worked with commercial lending and business development organizations. In the taxation area, Gerald has extensive experience in dealing with personal, corporate and estate taxation. He has dealt with planning and compliance issues in most areas of the current income tax legislation and has a working knowledge of the GST and provincial tax legislation.

Recommendations

“Gerald has been our personal and business accountants for 20+ years. He is reliable, accurate, creative, friendly, honest, has high integrity, good planner, and responsive. No risk here!”

“We are what we repeatedly do. Excellence then is not an act but a habit. A statement reflective of Gerald Peterson. Gerald operates at a higher level – providing sound insightful advice you can execute on – regardless of the circumstances. I am happy to recommend Gerald as an advisor for all your business needs. If you want personalized service that adds value to your business give Gerald a call. You will be pleased with the decision.”

“I have worked with Gerald as our external auditor and accountant. Gerald has a passion for not only helping his clients but also mentoring those he has an opportunity to work with. He has more than just strong technical skills. Gerald is a great problem solver and is able to help clients and those he mentors work through business issues. He is able to explain concepts and action plans in ways that are easy to understand. If you get to work with Gerald, you will see that his goal is to help you succeed.”

“I worked with Gerald for a number of years and always found him to be extremely knowledgeable and professional. He is committed to the success of his clients and colleagues. His ability to work with a variety of individuals at various levels is one of his strengths. He is able to work with clients for improvement while maintaining the necessary independence. I recommend him without reservation.”

“I have worked with Gerald for many years. He is business leader with expertise in growth. He has a true entrepreneurial spirit and helps you strive to grow your business. He takes complex situations and finds simple solutions. A wide level of expertise that all businesses can benefit from.”

“I worked with Gerald when undertaking the purchase of a small business in Winnipeg. His understanding of all aspects of business made him a valuable asset during purchasing process. He took a collaborative approach which led to some value add brain storming. We were able to discuss everything from environmental concerns, health and safety, operations, cash flow, balance sheet construction and all other phases/issues concerning the purchase and management of the company. He provided thorough answers to my questions and absorbed and mentally processed information I provided to him on the relevant topics. Gerald was recommended to me as one of the best accountants in Winnipeg, after using his services I would agree with that assessment. I have managed P&L’s for multiple billion dollar organizations and have not met a more competent and engaging individual than Gerald. I can confidently say that I would recommend him to any organization that is looking to strengthen their management team in all aspects of business.”

“I had the pleasure of working with Gerald for several years at BDO. He impressed me with his leadership, Gerald always had his eye on critical elements and was able to motivate his team to execute. This translated to his relationship with clients, where he was able to act as an advisor to numerous entrepreneurs to share his business acumen and insights. Gerald went beyond numbers by helping clients with strategy and execution in his dynamic manner.”

“Gerald is dedicated to his clients and their success. He considers his personal success to be when his clients succeed in achieving their vision and potential. His vast experience working with private companies has helped many clients achieve their own goals.”

 

“Originally growing up in north, combined with an extensive positive working history with Indigenous groups has given Gerald a unique way of empathize with any challenging business situation. He also has a unique way of seeing the core issues of any business challenge and coming up with real solutions quickly.”

“I have known Gerald for the past 15 years, through TEC Canada and BDO Dunwoody. BDO, with Gerald leading the team, have completed our YE financial statements for the past 8 years. Through the YE process, Gerald has been extremely helpful with tax planning, corporate structuring and forward thinking about my business. I would recommend Gerald working with any entrepeneur wanting sound financial advice.”

“Gerald and I worked for a number of clients together over the past few years. Gerald’s passion for helping clients drive growth in their business and overcome internal challenges is extraordinary. Gerald simply improves his clients by being part of their executive decision making team.”

“To say that Gerald is knowledgeable is an understatement. He’s one of the few accountants that knows more about taxation law and procedures then most CRA auditors. He is very frank as to what is black and white and it is that knowledge that made Gerald an indispensible accountant, advisor and planner for our firm.”

“Gerald managed my transportation business financial/accounting needs during his tenure at BDO. His professionalism and guidance throughout the 17 years he managed our file was commendable. He provided sound financial advice and was very knowledgeable in all areas of business start-up requirements, growing a business from “good to great” and maintaining a sustainable and profitable business. He has outstanding financial acumen and would be an asset in any position he pursues.”

“Gerald brings an out of the box thinking to issues private companies face. His professional training gives a solid base for dealing with the broad range of challenges facing entrepreneurs. He has solid experience in roles related to advisory boards. I like his thought process and energy to address issues. He would make a solid addition to an existing advisory board, a private company board of directors or leading the creation of an advisory board.”

“I have had the privilege with working with Gerald for almost 11 years. Gerald’s qualities, just to name a few, are trustworthy, loyal, dedicated, hard working, intelligent, great sense of humor and a good friend! I feel that his knowledge of business gave me the direction I needed to run a successful company. If you ever get a chance to work with or just hang out with Gerald you will be a better person for it. Thanks for everything, Gerald.”

“I have worked with Gerald Peterson for over 5 years at BDO Canada LLP. During this time working with Gerald he has shared his knowledge and experience in accounting, taxation and business advisory services with me. Gerald is committed to his clients and helping those who work with him. It has been a pleasure to work with Gerald and I would highly recommend Gerald Peterson for his accounting, taxation and business advisory skills.”

Susan Thompson

CPA, CGA

Susan Thompson is a Chartered Professional Accountant and former Partner with BDO. With over 25 years of experience in the area of accounting, operational analysis and financial management she is a professional advisor to many owner managed businesses in various industry sectors.

Susan will ensure a high-level perspective on your company.  Asking questions like “What are the company’s financial objectives?  How efficient, accurate and timely is your accounting department? What financial weaknesses are slowing you down from reaching your goals?” Susan will provide insightful advice on how to take your business to the next level. 

Susan is a Director and chair of the Finance Committee for TechManitoba (formally ICTAM – Information Communication Technology of Manitoba) and enjoys the Technology Community of Entrepreneurs. Susan has been involved with a large client base consisting of numerous technology clients at various stages of development.

Susan develops strong relationships with her clients with a focus on understanding their business and year round communication. She is highly accessible and provides proactive advice to add value to her services.

Recommendations

“Susan is a Director on the ICTAM Board and Chairs the organization’s Finance Committee. Her guidance and expertise have been invaluable in steering the financial well-being & transparency for our organization. Susan’s considered advice, mentor ship and leadership make her a highly respected Director for both myself, our team and her peers on the Board. I highly recommend Susan as a financial advisor, especially to entrepreneurs in the tech sector. She has built an impressive practice by understanding the unique needs of tech founders and providing them with the financial expertise they need to grow and prosper. In short, Susan rocks!”
“Susan Thompson has worked on my corporate and personal tax for the past 10 years. She is excellent at tax planning looking at both my personal tax planning as well as my corporate tax. Susan is not your typical accountant. She looks at the ‘Big’ picture in a very entrepreneurial mindset, just as though she owned the corporation herself. I have been extremely pleased with Susan’s performance and would recommend her to any of my fellow business owners. If you would like additional information, please contact the writer.”
“Susan is not only an exceptionally skilled professional auditor and accountant but also an amazing individual with a radiant smile, generous spirit and endearing personality.”

“I recommend Susan to anyone in need of a great accountant. Susan has provided some excellent service for a few different businesses that I have been involved in. She is not just an accountant, she becomes part of your business to help with strategy to achieve growth. She is one of the best in the industry.”

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