Dallas Green

Dallas is a Chartered Professional Accountant (CPA) and Trust and Estate Practitioner (TEP) with more than two decades of experience helping individuals, families, and business owners build and preserve wealth through advanced tax, trust, and succession planning. Dallas works closely with clients’ legal, accounting, and financial professionals, reflecting her belief that true financial success is achieved through strong communication and collaboration among all advisors.

Dallas built an extensive career in wealth advisory and public practice, where she has managed a broad portfolio of personal, corporate, and trust clients. She supported clients through sophisticated estate planning strategies, provided detailed technical tax advice, and mentored accounting staff and CPA candidates. Her roles have further strengthened her expertise in financial reporting, taxation, advisory services, and team leadership.

Dallas has an experienced background in professional governance and community leadership. She has served on a professional conduct committee, a provincial board of governors, and multiple bylaws and ethics committees—where she also served as chair. Dallas has volunteered extensively in her community, including providing tax support for seniors, and contributing leadership to school community councils, youth sports, fundraising initiatives, and early childhood programming.

In recognition of her leadership, integrity, and outstanding contributions to the accounting profession, Dallas was awarded the prestigious Fellow Chartered Professional Accountant (FCPA) designation—one of the highest honours in the profession.

Dallas holds a Bachelor of Commerce (Accounting) from the University of Saskatchewan and continues to invest in ongoing professional development in personal, corporate, and trust taxation. Throughout her career, she has remained dedicated to delivering advice rooted in technical excellence, transparency, and genuine care for the financial well-being of her clients.