Kelly J Watson


KPMG in Canada

Kelly has over 25 years of experience serving clients in personal and corporate tax matters. Kelly advises numerous clients in areas such as estate and succession planning, trusts, compensation of business owners, family business, real estate, purchases and sales of businesses and corporate restructurings.

Education and qualifications
  • Bachelor of Business Administration, SFU

  • CPA, CA, TEP

  • Member, Institute of Chartered Professional Accountants of British Columbia

  • Completed Canadian Institute of Chartered Accountants In-Depth Tax Program

  • Instructor, Canadian Institute of Chartered Professional Accountants In-Depth Tax Program and Advanced Tax Issues for the Owner Managed Business

Community Involvement
  • Kelowna Estate Planning Society (Member and Past President/Board member)

  • Kelowna Springs Golf Course

  • Central Okanagan Wildcats Autism hockey

  • Board Member: Okanagan Chapter of the Society of Trust and Estate Practitioners