Our firm's success stems from our dynamic and dedicated team of accountants and business advisors. Our talented and fun team is made up of a unique mix of personalities and skills with one common thread - our commitment to helping you achieve your lifelong business and personal financial goals. Meet our team.
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 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.
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.
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.
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 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 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 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.
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.
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.
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 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.
Loretta joined the firm in 2001, bringing many years of accounting and bookkeeping experience with her. Loretta shares her expertise with clients to help them deal with day to day accounting issues so that they can concentrate on running their business.
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.
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.
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 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.