Get to know our experienced team

Alexandra Rego

Alex joined the firm in 2021 as a bookkeeper. She graduated from Wilfrid Laurier University in 2022 with a bachelor’s degree in economics. Her day-to-day activities at the firm include full cycle bookkeeping using different software’s on and off-site. She currently holds her QuickBooks online advanced certification and plans to obtain her certified bookkeeper designation.

 

 

Anita Kovacs

Anita graduated from the University of Toronto with a B.Sc and then from York University with a Masters in Business Administration. After 20 years of experience in larger corporations, Anita began working with smaller businesses as a free-lance bookkeeper.  She joined the firm full-time in 2019 as a staff bookkeeper.  Anita is a certified Quickbooks Online Proadvisor and works with small business in Quickbooks Online and Quickbooks Desktop providing both bookkeeping services and training.

 

 

Boris Babic

Boris graduated from Brock University with a Bachelor of Accounting (Honours) in 2023, and shortly after, received his Master of Accountancy and passed the September 2023 Common Final Exam. Boris is also in the process of completing CPA’s In-Depth Tax Program. Boris joined the firm in 2024 after working at two of Canada’s largest accounting firms in their private tax service lines. Boris specializes in tax planning services to help individual and corporate clients effectively manage and limit their tax liability, with an emphasis on corporate reorganizations and estate planning.

 

 

Brad Klein

Brad graduated from the University of Guelph with an Honours Bachelor of Commerce degree and obtained his CGA designation in 2003. He joined the firm in 2009. Brad is involved in assurance engagements, year-end financial statement preparation and tax returns for corporate and not-for-profit clients across numerous industries.​

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Brandon Foy

Brandon graduated from the University of Guelph in 2016 with a Bachelor of Science degree. He is also a Fanshawe College alumni after graduating from the Business-Accounting program in the spring of 2021. He joined the firm full time in the fall of the same year. Brandon provides a variety of client services, which include assurance engagements and preparing year-end financial statements, in addition to preparing tax returns for personal and corporate clients.

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Catherine Hartung

Catherine graduated with distinction from Wilfrid Laurier University with an Honours Bachelor of Business Administration Degree. She joined the firm in 2008, the same year she obtained her CA designation. Catherine helps her clients understand the ever changing accounting and assurance standards affecting them and how they will impact their organization. She is involved in auditing and accounting engagements, and also mentors CPA students as they prepare for their professional exams.

 

 

Cathy Kaufman

Cathy brought many years of accounting experience with her when she joined the firm in 2006. Cathy is involved in preparing year-end financial statements, tax returns, bookkeeping and reporting the changes in client’s investment portfolios so our tax experts can assist them with tax planning.

 

 

Cindy Valnion

Cindy joined the firm in 2005 and brings with her many years of accounting experience. She is involved with accounting engagements, personal tax returns and is knowledgeable in Quickbooks. Cindy is an expert in her field when it comes to helping clients straighten out accounting and business management issues. She also leads our personal tax department with Tracy Blair during personal tax return season.

 

 

David Stacey

David joined the firm in 1994. He is a Certified Consultant for Simply Accounting. David provides “controllership”, auditing and accounting services and helps his clients by pointing out opportunities to be proactive in business.

 

 

Elly Peters

Elly joined the firm in 2023. She is currently pursuing her Bachelor of Commerce in Accounting at the University of Guelph and is expected to graduate in April 2026. After graduating, she plans to pursue her CPA designation. As part of the team, Elly assists with assurance engagements, preparing year-end financial statements, and preparing tax returns for personal and corporate clients. Elly is also a varsity field hockey athlete at the University of Guelph and brings the same dedication and teamwork to her role at the firm.

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Helly Shah

Helly brings over 6 years of experience in public accounting. Armed with a Bachelor's degree in Business Accounting from Yorkville University, Helly combines academic knowledge with practical expertise in financial analysis, reporting, and budgeting across various industries. She is actively involved in assurance engagements, audit work, year-end financial statement preparation, and taxation services for clients across numerous industries.

 

 

Jaden Nurse

Jaden joined the firm in 2018 as a co-op student and commenced full-time employment at the firm in 2021. She graduated with distinction from Western University with a Bachelor of Management and Organizational Studies degree and a Graduate Diploma in Accounting.  Jaden obtained her CPA designation in 2022. She is involved in preparing year-end financial statements as well as corporate and personal tax returns for a wide array of clients.

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Jenna Garner

Jenna graduated from The University of Guelph in 2018 with an Honours Bachelor of Commerce degree and a Graduate Diploma in Accounting. She joined the firm in 2015 as a co-op student, was hired on full time in 2018 and received her CPA designation in 2020. Jenna is involved in a wide array of client services, which include assurance engagements, preparing year-end financial statements, and preparing tax returns for personal and corporate clients.

 

 

Jordan Smith

Jordan graduated from the University of Guelph-Humber with a Bachelor of Business Administration and diploma in Business Administration in 2019.  Jordan joined the firm in 2024 and is involved with bookkeeping using various software, payroll functions and preparing personal tax returns. Jordan is working towards completion of a Payroll and Bookkeeping diploma at Conestoga College and her Payroll Compliance Professional (PCP) and Certified Professional Bookkeeper (CPB) designations.

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Joseph Martins

Joseph joined the firm in 2013 bringing with him over 15 years of experience as an accountant. He obtained his CGA designation in 2002. Joseph focuses on issues relating to the taxation of private corporations and their shareholders. Joseph is interested in assisting clients with corporate reorganizations, succession planning, estate planning and anything in-between.

 

Some highlights of Joseph’s background include the completion of the In-Depth Tax Course Parts I, II and III and completion of the Dale Carnegie Course. Joseph also has a diploma from Conestoga College in Business – Accounting and a diploma in Electronics Engineering.

 

 

Kathryn Panda

Kathryn graduated from the University of Waterloo’s Bachelor of Mathematics program. She joined the firm in 2001 and obtained her CA designation in 2004. Kathryn is involved in reviewing financial statements and files to ensure they comply with professional standards. She also assists the firm in applying new accounting and assurance standards and policies.

 

 

Kuldeep Sharma

Kuldeep is a seasoned accounting and finance professional with a strong academic and professional foundation spanning both India and Canada. He holds a bachelor’s degree in commerce and a master’s degree in English Literature from a prestigious university in India. Kuldeep is a qualified Chartered Accountant (India) and has further attained the CPA and LPA designations in Canada.

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With extensive experience in accounting, taxation, and financial advisory services, Kuldeep brings a comprehensive understanding of both domestic and international financial regulations. His cross-disciplinary education and global credentials enable him to deliver strategic financial solutions with precision, integrity, and insight. Kuldeep is committed to upholding the highest standards of professional excellence and supporting clients with their evolving financial needs.

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Pam Feldkamp

Pam joined the firm in 2022 bringing with her 9 years of experience in public accounting at a national firm. Pam graduated from Wilfrid Laurier University with a Bachelor of Arts, Honours Economics and Accounting degree and obtained her CPA designation in 2017. Pam is involved in assurance engagements, year-end financial statement preparation and taxation services for clients across numerous industries.

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Stephanie Thomas

Stephanie graduated from the University of Western Ontario with a Bachelors of Health Science degree. She joined the firm in 2018 and received her CPA designation in 2021. Stephanie is involved in preparing year-end financial statements and corporate and personal tax returns.

 

 

Theresa MacDonald

Theresa joined the firm in 2024 with nearly 15 years of experience in the field. She earned her Bachelor of Applied Business Administration in Accounting in 2011 and obtained her CPA, CGA designation in 2015. Theresa specializes in assurance and compilation financial statement preparation, as well as personal and corporate tax services. She is proficient in full cycle bookkeeping, with extensive hands-on experience using Sage50 and QuickBooks Desktop.

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Tracy Blair

Tracy graduated from the University of Waterloo with a Bachelor of Mathematics (Honours Co-op), and has been with the firm since 2001. Tracy is principally involved with financial statement and corporate tax return preparation for investment holding companies of high net worth individuals. She also leads our personal tax department with Cindy Valnion during personal tax return season.

 

 

Tricia Stratton

Tricia graduated from McMaster University with a Bachelor of Commerce degree and obtained her CA designation shortly thereafter.  She joined the firm in 2018 bringing with her 20 years of experience in both industry and public accounting. Tricia works with corporate and non-profit clients across a variety of industries.  She is involved in assurance engagements, preparing year-end financial statements, and preparing tax returns for personal and corporate clients.

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Yan Gai

Yan graduated from Curtin University in Australia with a Master of Accounting degree. She joined the firm in 2023. Yan is involved in year-end financial statement preparation, assurance engagements and preparing tax returns for corporate and personal clients.