Peter Berry
Peter is an audit and accounting Partner and the firm’s construction and real estate industry group leader. He works with many real estate developers and commercial property managers and provides clients with an integrated approach to their accounting and tax needs, optimizing the big picture of a client situation.
Peter also works with many family businesses in the area of succession and transition planning.
As well as advising clients through estate planning and estate administration.
After graduating from Queen’s University with a Bachelor of Commerce and a Masters Diploma in Accounting, Peter joined Welch in 2010. He received his Chartered Accountant designation in 2011 and became a member of the Society of Trust and Estate Practitioners in 2015.
Quick Facts
Joined Welch in
2010
Education
Bachelor of Commerce, Queen’s University
Specialties
Real Estate, Construction, Estates, Condominiums, Not-for-profits,
Favorite quote/ Words of Wisdom
“The best thing about the future is that it comes one day at a time.” – Abraham Lincoln
Hobbies/ talents
Horseback riding, baseball, reading, writing
Favorite books (or authors)
John Grisham
Most memorable vacation
Ranch in the Rockies. (Horseback riding in the mountains)
Location
Phone
613-236-9191 #224
Industries
Services
Related Resources
Gold Plate Dinner 2024
May 24, 2024 – Welch LLP attended the 36th annual Gold Plate Dinner on May 23rd, 2024.
Estate Planning Corner: Registered Investment Accounts
March 03, 2021 – There are two registered investment accounts that are relevant to every Canadian accumulating intergenerational wealth: The Tax-Free Savings Account (TFSA), and the Registered Retirement Savings Plan (RRSP). The best vehicle for your savings goals, or mix thereof, will depend on your specific situation.
Future of the Office – 2020
October 08, 2020 – COVID-19 has required most companies to re-think the utilization of their office space, making a rapid shift to the work-from-home model. What other steps can be taken now? What will things look like in the long term?
Real Estate Development: Structure Comparison
October 08, 2020 – This summary compares the attributes of structuring a real estate development project through a Corporation or a Limited Partnership.
Tax Consequences of Keeping a Family Cottage and How to Mitigate them with Estate Planning
August 04, 2020 – It’s important for families to have open dialogue about the cottage. Though not always easy, having these conversations allows you to determine if the kids actually want the cottage.
Estate Planning Corner: Keeping the Family Cottage in the Family
July 23, 2020 – Experts Elliott Bourgeois, manager of the Family Wealth Advisory group and Peter Berry, partner and estate specialist discuss the family cottage in the following video. Watch the video now:
Welch LLP Webinar: Navigating the Finance Landscape In Turbulent Times
May 05, 2020 – COVID-19 has required most companies to re-think the utilization of their office space, making a rapid shift to the work-from-home model. What other steps can be taken now? What will things look like in the long term?
Congratulations to our new Partner Peter Berry!
January 20, 2020 – Peter has over ten years of experience with Welch LLP, working with owner-managed businesses, family businesses and Not-for-Profit organizations.
Welch LLP Staff participate in a blood drive in partnership with the Canadian Blood Services
May 21, 2019 – On Friday May 17th, nine employees from our Ottawa office participated in a blood drive in partnership with the Canadian […]
Welch LLP Hosts Annual Accounting & Tax Updates Seminar at the Ottawa Hunt & Golf Club
October 05, 2018 – On October 4th, Welch LLP hosted two sessions, one for non-profit organizations and one for private enterprises, on new accounting […]
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