Firm Profile

Founded in 1926, Loftus Allen & Co. works with entrepreneurial and family businesses, health organizations and professionals, not-for-profit organizations, and individuals requiring Canada and US tax assistance.

We believe in the value of relationships and view every client relationship like a partnership. We truly believe that our success is a result of your success.

Loftus Allen is committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the assistance you receive comes from years of advanced training, technical experience and financial acumen. We are committed to ongoing professional development to ensure that we are servicing our clients with the highest level of competence.

Terri Heggum-Allen, CPA, CA, formerly National Executive Director of The Canadian Association of Family Enterprise, has been a partner at Loftus Allen for more than 25 years. Entrepreneurs have relied on Terri to be their trusted business advisor and to provide her insight on how they can sustain a successful, financially stable family business.

She is known to approach each client’s situation by looking at the whole picture – including their vision, values, mission and purpose – to help family businesses and not-for-profits determine how they can do things better.

Terri has extensive experience facilitating family business meetings relating to ownership, family and business issues. She is a member of the Family Firm Institute and has a certificate in family firm advising. Terri has also completed training as an Imago Educator.

She has a unique understanding of the aging population and how to ensure a seamless transition of wealth to the next generation.

She has extensive training in both US and Canadian tax issues.