Expertise and scalable support to help you grow.
When you’re a building a business, it can be hard to find financial experts that truly get you. Red Seal is a team built to compliment your stage and size of business; working alongside you to build a rock solid financial foundation.
Our team integrates seamlessly with yours, taking care of the work we specialize in so you can stay focused on the work that inspired you to build your business.
For many small and medium‑sized business owners, managing the financial side of the business can gradually take over more and more time. Most people didn’t start a business to manage accounting details or evaluate benefit plans — they started it to build something meaningful.
Our role is to support the financial side of your business so you can stay focused on the work you set out to do.
Our Team
COMPANY LEADERSHIP
Dawn Vader, CFP, EPC
ADVISOR, FINANCIAL PLANNER
David Lord, CPA, CMA, CFP
CFO, FINANCIAL PLANNER
Marina Bailey
LICENSED ASSISTANT
Param Kaur
JUNIOR CONTROLLER
Cindy Weinrich
ADMINISTRATIVE ASSISTANT
Nathan Collier
ASSISTANT CONTROLLER
Kaitlin McAndrews, CPA
JUNIOR CONTROLLER
Marilyn Markell
LICENSED ASSISTANT
Graham Bird
ASSISTANT CONTROLLER
Gustavo Cabrera
BOOKKEEPER
Careers
We are always looking for accounting and finance professionals looking to take the next step of their career and contribute to changing the future of financial service.
Red Seal
Gives Back
As a team, we are dedicated to promoting financial literacy through educational initiatives and programs - creating a better tomorrow by empowering others and fostering financial well-being.
Our Values
Leave it better than we found it.
Perfection is the enemy of done, but there is always room for improvement. We owe it to our teammates and our clients to leave things in an state that supports their success. And we owe it to ourselves to be proud of the legacy we leave behind.
Succeed together.
Success together is always more rewarding than alone. Great things are seldom accomplished by one person, and to be part of something great is to be part of a team. Enjoy and celebrate being a team player.
Apply curiosity.
Being curious, and applying that state of being in all that we do will lead to better outcomes. We may fail and go backwards along the way, but the constant drive to learn and apply that knowledge will inevitably result in forward progress.
Earn Respect.
Respect endures. Likes are fickle. It is better to be respected than liked. You can dislike someone you respect. You can't like someone you disrespect. Focus on earning respect and being liked will follow.
Own the outcome.
Focus on the outcome, not the process. Are you checking off boxes simply to follow a process, or are you working towards an outcome? Outcomes count. Activities and tasks are simply what you do to achieve outcomes.
Add value to the world.
Reallocating value is linear. Adding value compounds. By focusing on activities that add value, we can continually grow our positive impact on the world and make tomorrow better.