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It's not just about the numbers, we keep your taxes in order. 

About Us


The accountants at Oaktree provides fast, friendly tax services for individuals, families & Businesses.  Our team of certified accountants will carefully review your situation and circumstances to ensure that you don’t miss any of the tax deductions that are available to you.  At the same time, we can optimize your whole family’s tax returns, making sure all your available options are carefully considered, and that deductions are all applied where they have the best result.



Jeff grew up in a family that owned a local, small business, and now has over 27 years of dynamic, progressively challenging and diverse experience in accounting, finance and taxation, including to 14 years of experience as a small business owner himself.


His diverse experience includes small business management and ownership, corporate controller, financial planning and analysis, accounting, reporting, application and leveraging information technology, real estate portfolio management, payroll, and taxation. His successes are attributed to a constant awareness of opportunities for efficiencies and improvement, big-picture thinking, an intuitive sense of both opportunities and challenges, a never-ending appetite to learn, an entrepreneurial spirit and plenty of hard work.


Since acquiring his designation in 2007, Jeff enjoys applying his experience and insights key to helping today’s local small business owners implement strategies and tactics to maximize the returns from their hard work.

Eric Chu CPA CA

Eric is a legacy Chartered Accountant with over 10 years of diverse business, accounting and tax experience.  He has a thorough understanding of internal control requirements for sound processes for large publicly traded companies to mid-size privately held entities. 

In addition to handling taxation matters (including for individuals, corporations and trusts), he is also experienced in conducting review and audit engagements to meet a wide range of business needs (such as debt financing, acquisition, and/or sale of businesses, etc.). 

Eric is an avid supporter of constant learning.  This is one of the key reasons why he has been an accounting instructor for the CA/CPA program since 2009.  He enjoys staying up-to-date with recent financial reporting and tax pronouncements, as well as business best-practices.  If you have a question, he will most likely be able to find a suitable solution for you.

Eugene Chong CPA CA

After graduating from UBC in 2001 with a Bachelor of Commerce, Eugene became a Chartered Accountant in 2004. With over 15 years of experience working with private companies and small businesses, he has a very strong knowledge base from which to help business owners with tax planning, ongoing accounting support, and year end financials.


Newer business owners can benefit from Eugene’s guidance as they grow their businesses. The owners of mature businesses often utilize Eugene’s support to keep on top of their ongoing accounting needs, and to develop legacy plans for both the future of their businesses and for themselves.


Whether Eugene is working with the business owner of a new sole proprietorship or partnership, or helping to wind up a company after being in business for many years, Eugene’s enthusiasm for small business and his extensive experience helps bring clarity to his clients’ decision-making processes throughout each stage of their business.



"I honestly don't know where I would be without Oaktree watching my books...."

Ashley Marie,  Lonely Cloud Design

I work with multiple Realtors on their tax planning and reporting, and I often get the question ‘Should I incorporate?’

Incorporating can be a very powerful tool for small business owners to reduce current income taxes, and to build an efficient investment portfolio inside the corporation to support your long-term financial goals.

People often assume you have to be earning a lot of money for incorporating to save enough tax to make it worth the extra costs. While it’s true the tax savings should outweigh the costs, the answer of how much income it takes to make it worthwhile depends on each individual’s situation and cost of living. If you can split income to a lower-income spouse, the savings kick in much faster. And the lower your cost of living, the more tax you can save by incorporating...

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