About Navigate

As people who’ve run businesses before, we have a level of appreciation for the stress of making hard financial decisions. Making a profit isn’t always intuitive or easy especially when you’re swamped with information. It is tough to get insights without the right education and experience. Our team has both, and in good quantity. When do you want to retire? How have you planned to get there? We blend both your personal and professional plans into our business model to help you save money and stay on the right path for living and operating your business within your means while maximizing your income.
We believe in setting goals and then creating a real plan to get there. Everyone’s goals are different and there isn’t a one size fits all. We will help you think through what’s important to you and then make a plan to get there.

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Meet Kent

CPA, CA

Kent is an enthusiastic, real-world-oriented Chartered Professional Accountant. He has had extensive experience operating successful businesses in BC and Alberta. While accounting has its foundation in journal entries and ledgers, Kent spends most of his time helping owners make the key decisions necessary to ensure their companies grow and thrive.

On a personal note, Kent enjoys squash, triathlons, fishing and spending time with his growing family. Volunteering and being an active member in the community are very important to Kent, and he regularly participates in a variety of annual community-based initiatives meant to help those less fortunate.

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Tax & Financial Planning

Taxes represent one of the largest expenditures you’ll ever make. Having a good tax plan is very important. We’ll help you make a tax and financial plan that get’s you where you want to be.

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Accounting & Bookkeeping

Our Kelowna accounting firm can help you prepare complex tax returns (personal and corporate), GST/PST returns and many other CRA filings. We can supervise the completion of your books and take an active role in ensuring you’re organized and on time with compliance filings.

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Holly Grahn

Kent is exceptional at what he does. He is someone I know I can trust. He’s informative, genuine, honest, passionate and very intelligent. You are in the best hands with him. What I really appreciate about Kent is that he is easy to talk to and he is compassionate. I was afraid of being judged for my poor organizational skills and I did not feel judged at all. I felt that he was in my corner and that he understood me. I highly recommend working with him because he truly cares and he has your best interest at heart.

David Still

Kent is by far the most proactive and no nonsense accountant I have ever met. Not only does he have a deep understanding of how businesses work – he provides a CFO level of insight into what you need to do to make your business work better. If you are serious about your business – Kent is the right person for you. I have been working with Kent for the last 3 years and he has exceeded all of my expectations. I wholeheartedly recommend him to anyone looking to grow their business.

Sandy Herrmann

As an Independent HR Consultant who relocated from Alberta, I had been looking for an Accounting professional to assist me with tax preparation. My preference is to support independent tax service providers rather than “big box” tax services (where you’re a number, you only receive a call from them at tax time, and they don’t care to get to know your business). A trusted colleague recommended Kent. Kent makes the time to get to know you and your business so that he can provide the best advice. Rather than just filling in the boxes, Kent takes a comprehensive approach and shines a light on things that are (or may be) behind the numbers. All of this, plus plain English explanations of matters that often defy plain English…I’m a fan!

Robin Reid

Kent really knows his stuff! I’ve enjoyed working with and learning from him over our years together. If there is anything in the accounting world that has you stumped, Kent can help it make sense. He takes the time to ensure everything is well understood by all parties so future issues are avoided where possible. I really appreciated this type of ‘root cause’ approach to addressing challenges together.

Hollie Cameron

Kent has provided our company with exceptional service for many years. He is very knowledgeable, explains things very clearly and is always quick to respond to any questions. His meticulous record keeping has helped me improve my own processes along the way. I would highly recommend him if you are looking for accounting and tax services.

Kerstin Dougherty

Kent has been doing my personal taxes and has supported me with investment decisions for the past 5 years. His professionalism and knowledge are outstanding, he is always up to date on investment opportunities and provides the best possible advice while considering my overall financial situation. Furthermore, he works efficiently and I really appreciate his straight forward attitude and transparency when it comes to quotes and billing. Phone calls and questions never go unanswered. It is a pleasure working with Kent and he helped me immensely over the last couple of years

Piotr Oski

Kent has been providing accounting and book keeping services for our company Alberta Geomatics Inc. for more than 5 years. Since than we have clear understanding in what direction our company is going. Kent is very organized and keeps all records in order. His advise is always professional and helps our company to grow. Meetings with Kent are always very pleasant. Highly recommended!

Gary Theroux

Kent Greaves and Modi Accounting and Tax have only ever provided me with the best possible service for personal taxes, small business consultation and professional advice. Integrity and honesty have been the hallmarks of all my interations with Kent. He’s always clearly understood what I was truly asking for. He ensures that he and his clients are on the same page, understand each other clearly and are moving ahead in a well thought out direction. And always with profit and sustainability at the heart of any advice. Modi Accounting and Tax is my first call on any financial issue, and I will continue to count on Kent in the future, as he is the most reliable resource I have encountered.

Greg Zederayko

We have been using Kent’s services since 2014 and could not be more pleased with his services, attitude and advice. Our previous accountants have been part of large accounting firms, and while they crunched the numbers each year, we rarely got much actual guidance and advice on ways to run and improve our business and personal finances. Kent is continually on the lookout for ways that we can improve. Immediately upon meeting Kent it was obvious that his experience in business and personal finances extends far beyond the number crunching, and covers many aspects of business, economics, human relations and staffing, financial planning and other areas that makes him so very valuable to our business and personal lives. We use Kent for many types of issues and advice for our electrical engineering company, my personal holding company, and the personal accounting and financial planning for my wife and me. I cannot recommend Kent highly enough. You will be extremely pleased with his efforts and abilities. And, he’s one of the nicest guys you’ll ever meet. GP Technologies Ltd. Edmonton Excalibur Engineering Ltd. Edmonton

Arvid Schimke

Kent is incredibly knowledgeable and has been a great asset to Arrow Engineering. I really appreciate how he explains difficult concepts so clearly. Keep up the good work.