Recognizing our New Fellows

The FCPA designation recognizes exemplary leaders for their outstanding impact in the world of business and in their communities. Fellows embody the core values of the profession while also driving innovation and progress in business, and beyond.

With pride, CPA Ontario congratulates its 57 new FCPAs on their extraordinary achievements and philanthropic contributions.

Fellows 2021

For over 20 years, Larry has shared his knowledge in damages qualification, business valuations and forensic accounting. His expertise is enhanced by an MBA and Chartered Business Valuator, Certified Financial Forensics and Certified Fraud Examiner designations. Larry’s expert opinions are retained by top law firms and presented in Canadian courts and international arbitrations. In his current roles as Partner and Leader, National Disputes at Deloitte Canada, Larry has rapidly grown the practice, earning recognition from peers and the market. He has taught financial accounting, financial statement analysis and business valuation courses at the Schulich School of Business and the University of Toronto. As a member of the Board of Governors and Treasurer of Vita Community Living Services and Mens Sana Families for Mental Health, Larry has improved the financial position of both organizations. He is also an advocate and supporter of the autism community in the GTA.
Mohammad was a trailblazer when he became a Partner at BDO Canada in 1984, as he was one of the few direct partners of South East Asian descent in Ontario at the time. He further elevated his profile by becoming Managing Partner of the Markham office within the next five years. After his retirement in 2009, Mohammad remained influential at BDO until 2018 as a consultant and advisor, providing mentorship by guiding leaders on the path to partnership. He was also an active member of the Institute of Chartered Accountants of Ontario, sitting on several committees throughout the 1980s and 1990s. Mohammad often encouraged others to give back to the community and most recently served as a member of the board of directors at the Markham Stouffville Hospital Foundation between 2005 and 2011. His extensive community contributions earned him a Lifetime Achievement Award from Canada Pakistan Business Council in 2016.
With decades of leadership and expertise in the areas of audit, quality and risk management at KPMG, Heather was recently appointed the firm’s Canadian Managing Partner, Quality and Risk Management. In this role, Heather oversees the firm’s activities in support of achieving the highest standards of quality, ethics and integrity. Throughout her career as an audit partner, she has shared her experiences to inspire others through recruiting, training, mentoring and coaching. Heather is also KPMG’s Social Impact Leader, driving the firm’s programs aimed at making a positive societal impact in the areas of governance, prosperity, people and planet. Heather’s commitment to community organizations is exemplified by roles with Scouts Canada, Sleeping Children Around the World and Canada’s Ballet Jörgen, an organization she helped stabilize during the pandemic.
Throughout her 40-year career, Deb has earned a reputation as a seasoned executive in family-controlled public and private companies spanning a breadth of industries. Since earning her ICD.D in 2014, Deb has served on corporate boards and committees, notably for Great-West Lifeco Inc., Infrastructure Ontario, Canadian REIT and The Globe and Mail. Deb has always valued the importance of helping others in their career development, especially while as a board member of Financial Executives International, Toronto Chapter, where she was a founding member of its Career Services Committee. Deb has shared her private company and family office expertise at roundtables including the CFERF/KMPG Private Company Reporting Forum and the World Economic Forum. Her extensive volunteer work with Soulpepper Theatre Company along with her philanthropic investments in the arts, healthcare innovation, and the education and advancement of disadvantaged women and youth exemplify her leadership and determination to give back.
Gordon has helped shape the Canadian accounting landscape. Demonstrating his pride in the profession, Gordon was an early pioneer of the role that CPAs and businesses play in climate change and sustainability and is strongly committed to positioning CPAs for success in the digital economy. As Vice-President, Research, Guidance and Support at CPA Canada, Gordon leads the strategic visioning, business planning and operational delivery of research and knowledge development, member guidance and thought leadership. Gordon serves on the boards of the Sobey School of Business Centre of Excellence in Accounting and Reporting for Cooperatives and the Professional Accounting Centre at the University of Toronto Mississauga. His extensive volunteer contributions have included the University of Toronto Alumni Association, United Way of Greater Toronto and Project Canoe, a local charity that provides therapeutic and educational outdoor programming to Ontario youth.
In the three years since Joanne became the Chief Administrative Officer of the Ontario Motor Vehicle Industry Council, she has helped modernize its performance measurement systems and increase its regulatory efficiency. Previously, Joanne held numerous senior finance roles at both national and provincial not-for-profit organizations. Since 2002, Joanne has given back to the profession in volunteer roles with CGA Ontario and CPA Ontario, including as an exam invigilator, exam accessor and board member of several committees. Within the last year, she was elected as Treasurer and Chair of the Audit Committee and Chair of the Finance Committee of Belmont House, a long-term care and retirement facility for which she has volunteered since 2018. Joanne volunteers annually at the DECA University Case Competition and previously volunteered for Big Brothers Big Sisters of Toronto, Skills for Change, Canada Post’s letter-writing program and the Word on the Street National Book Festival.
Eric is currently a Senior Tax Partner with Pettinelli Mastroluisi LLP and an industry professor of Canadian taxation at McMaster University, where he has taught for over 31 years. He helped design the McMaster Graduate Diploma in Professional Accountancy, for which he is also an instructor, and was a member of the committee that created the documentation of the school’s accounting, finance, tax and policy curriculum for accreditation by the Institute of Chartered Accountants of Ontario. In 2002 and early 2003, Eric played a key role in the creation of the Director’s College, a collaboration between the Conference Board of Canada/DeGroote School of Business, and the oversight and finance module of its curriculum. Eric has been a board member and Treasurer of the Hamilton Festival Theatre Company and the Lung Health Foundation.
John embarked on his accounting career in 1987, gaining early experience as a Controller for an Ontario horse breeder. Since moving to EllisDon in 1990, he has been promoted three times, from Senior Financial Analyst to Treasurer, then to Vice-President, Finance, and ultimately to Executive Vice-President and Chief Financial Officer in 2003—a role that has seen him guide EllisDon into a diversified organization with interests in businesses from myriad sectors. A firm believer in the power of the designation, John devotes much of his time to CPA training, recruitment and mentorship, having initiated the CPA Training Centre at EllisDon in 2017. Over the years, he has personally grown the company’s CPA count from two to 28. John currently volunteers for three separate organizations: Wellspring, where he chairs the Governance Committee, United Way Mississauga and Unity for Autism.
Darlene has advanced excellence in public sector accounting and financial management by drawing upon her many years of public and private sector experience.  In her current role as Chief Finances, Results and Delivery Officer at Crown-Indigenous Relations and Northern Affairs Canada, she is responsible for ensuring effective management of financial resources, procurement, material management and information technology services, as well as grants and contribution programs for Indigenous communities. A true champion of inclusion, Darlene has worked tirelessly to advance several public sector diversity and anti-racism initiatives. She actively mentors and sponsors BIPOC (Black, Indigenous, People of Colour) employees both within and outside the financial management community. Passionate about fitness and mental health, Darlene has volunteered significant personal time as a strength and conditioning coach for young women in the Ottawa area, including offering free virtual sessions to young athletes during the pandemic.
A Partner at MNP for over a decade, Murad joined the organization when the company was entering the Ontario market. He supported the development and growth of MNP’s public company practice in its Toronto office, leading to its growth into one of the largest practices in the firm. Murad joined the board of the Ontario Chamber of Commerce in 2016 as its first CPA. His specialized skills and experience were immediately recognized and led to his appointment as Treasurer soon thereafter. Murad has held several roles on various committees, including Board Chair in 2020-2021, and currently serves as Past Chair and Chair of the Nominating and Governance Committee. Murad was the Founder and Board Chair of the Finance and Accounting Professionals Alliance between 2014 and 2019, which established a professional network for finance and accounting professionals in the Ismaili Muslim community.
Known for courageously championing inclusion to effect real change, Tammy has built trusting relationships with clients and colleagues throughout her career. Since becoming Audit Partner in 2005, she has held many leadership roles at KPMG including her current position as Deputy Chair of the board of directors and National Industry Leader, Industrial Markets. As a passionate Indigenous professional who always leads by example, Tammy advocates for the establishment of a Truth and Reconciliation Plan to develop a strong foundation of sustainable relations with Indigenous communities. She is also a Director and Past Chair of the Women's College Hospital Board of Directors, where she started and continues to lead an Anti-Black Racism Task Force. Additionally, Tammy is a director on the board of the World Ovarian Cancer Coalition and the Aspen Valley Wildlife Sanctuary, and Past Chair and Emeritus Director of Ovarian Cancer Canada's Board of Directors. 
As National Managing Partner, Priority Clients, Adam oversees Deloitte’s efforts to build trusted and enduring relationships with Canada’s leading companies. Working with the firm’s Chief Client Officer and Industry Managing Partners on setting strategy, he has led the succession and development program for their top 200 Lead Client Service Partners and developed a multi-year plan to significantly enhance their diversity. Adam is a member of Deloitte Global’s Client Council, which is responsible for establishing the strategy for their client programs globally. As an active audit partner, Adam has regularly volunteered his expertise on audit quality indicators. Early in his career, Adam was President of the Niagara District CA Association. As Treasurer and Chair of the Canadian Stage Company’s Audit Committee, Adam has worked to stabilize the financial situation created by the pandemic and position the theatre for a strong future when operations commence.
A practising CPA for over 15 years, Paul’s entrepreneurial spirit has defined his career. The owner of a sole proprietor practice since 2004, Paul provides senior management accounting services to the private sector. His work has helped organizations achieve ongoing success, improve competitiveness and bolster their financial position. Paul actively promotes the profession as President of the Toronto East CPA Association and Founder of TheGAAP.net, which provides accounting information, trends and updates for CPAs. He also founded the CPA Toronto Accounting Group, now over 850 members strong, which helps CPAs build greater successes in their professions through networking, learning and strategic alliances. Paul is President of the Toastmaster Speakers Club, having been the first member in the club’s history to earn the Presentation Mastery certificate, and also serves on the Executive of the Knights of Columbus Council 16989.
Anthony’s 35-year career spans the globe and includes presentations at over 40 international accounting conferences around the world, research papers in eminent academic journals and expert refereeing for public sector agencies. His academic career began in Hong Kong and subsequently brought him to Canada in the mid-1990s. As a professor at Ryerson University for over two decades, Anthony has been recognized for his commitment to excellence in teaching with the CESAR Instructor of the Year Teaching Award in 2001 and the GREET Teaching Award in 2002. Over the years , he has contributed his professional knowledge to the community through multicultural media outlets and as an advisor and board director with various charities, including Ambassadors for Christ in Canada. In 2011, Anthony was awarded the Ontario Volunteer Service Award from the Ministry of Citizenship and Immigration, Ontario.
With over 25 years at KPMG, Nancy has come a long way since she started her career as a Staff Accountant. She has held her current role of Advisory Business Unit Leader, Regions East, since 2017, where she was the only woman on the Geographic Leadership Team at the time. Nancy’s portfolio oversees the profitable growth and expansion of the Deal Advisory and Risk Consulting practices of the region that covers over 15 offices across Atlantic Canada and much of Ontario. Nancy also leads Internal Control services, supporting tech companies across the country in their successful journey towards an IPO. Nancy is a board member of the Canadian Audit and Accountability Foundation as well as a member of its Governance Committee. In her role on the latter, Nancy has made an impact by working with the committee to seek members with diverse experiences and perspectives, including international candidates.

June 19, 1932 - September 13, 2021

Peter built his firm, Clarkson Rouble LLP, over four decades. As Founder and Partner, his entrepreneurial spirit took the business from a sole proprietorship to a team of six partners and 24 staff. The full-service firm continues to operate today, supporting individuals, businesses and non-profit organizations. Between 1987 and 2008, Peter was an active member of the Institute of Chartered Accountants of Ontario, sitting on several committees and chairing the Discipline Committee from 1995 to 2003. In 2020, he earned the Mel Osbourne Award from the Kiwanis Music Festival of Greater Toronto for his years of dedication, having served as Treasurer and board member between 1980 and 2021. In 2021, Peter also received the Outstanding Volunteer Service Award from the House of Commons and the Province of Ontario Award for over 35 years of volunteering.

As the Chief Financial Officer at MDA Ltd, Vito was recently part of the team that successfully took the robotics, satellite systems and geo-intelligence pioneer public in April 2021. In addition, Vito has spent the better part of the last decade as a board member and Chair of the Audit Committee at EPCOR Utilities Inc., where he continues to contribute to growth and share his extensive experience as a CPA in various areas including governance, financial oversight, accounting, audit and strategic direction. His knowledge across myriad sectors, stemming from previous roles as CFO of WestJet Airlines, Shaw Communications and Element Fleet Management, has made him a natural fit as a mentor to future leaders and a seasoned guest lecturer at several universities.
With a 32-year career at KPMG and in industry, Robert currently holds the roles of Tax Partner, Board Chair and Chief Inclusion, Diversity and Equity Officer at KPMG in Canada. He champions inclusion and diversity by leading KPMG’s commitments to initiatives including the Catalyst Accord, Black North Initiative and Tent Partnership for Refugees. Robert is the Executive Sponsor of KMPG’s Black Professionals Network, making him a sought-after mentor and role model. Robert is also engaged in his community. He is a board member of the Prosperity Project and the Opimian Society, and he is a long-serving member of the Advisory Board of the Canadian Association of Urban Financial Professionals. Robert has established a bursary and created a bequest at the University of Toronto for underrepresented groups to ensure his legacy of financial assistance to promising students continues long after he is gone.
Tim is the Chief Financial Officer of the Ontario Teachers’ Pension Plan (OTPP), where he applies his extensive experience leading OTPP’s global finance organization. Prior to joining OTPP, he held numerous executive positions at Manulife, including Group Controller and Global Chief Accounting Officer. Tim is a supporter of the arts as Chair of the Art of Time Ensemble’s Finance Committee, where he helped steward the financial goals of the organization, and as a board member and Treasurer of Business/Arts, where he provides trusted oversight of finances and risk management. He is also an ally in advancing equality in the Canadian finance industry and in 2019 was recognized for his commitment with the Champion of Change Award from Women in Capital Markets. In 2013, Tim received the Award of Distinction from the Institute of Chartered Accountants of Ontario in recognition of his early contribution to the profession and community.
In the ten years since Jason became a Partner at KPMG, the books of business and team members have doubled in size. Working exclusively on owner-managed clients within the Notice to Reader/Review Practice, Jason also volunteered as the firm’s on-campus recruiter at McMaster University, is a member of project AVA and co-facilitator of the Annual Eastern Canada Notice to Reader/Review Conference. Jason embraces his love for mentoring and teaching, mentoring other managers and staff in cross-functional areas and assisting with human resource matters and development of staff. Jason has brought his passion for helping others to volunteer roles at charitable organizations in his local community of Hamilton, notably Ancaster Christian Reformed Church, World Renew and Wellingstone Christian Homes. 
A Partner since 1994, Al was with Deloitte for nearly 40 years until recently retiring. Serving in various capacities, he led an effort to improve the firm’s Audit Committee communications, developed a new framework for corporate reporting in Canada, and was integral to the development and growth of the Deloitte brand. Al has acted as an advisor to CPA Canada’s Value Creation Working Group and University of Toronto Mississauga’s Professional Accounting Centre. He regularly speaks on value creation and corporate reporting at academic and professional conferences and has also worked with the Accounting Standards Board on their development of guidance and non-GAAP measures. Al currently volunteers his time at Scarborough Health Network Foundation and Huron University College, where he is a member of the Executive Board and Chair of the Finance and Audit Committee.
In a career that spans over 30 years, Mary has held multiple global executive roles that have had a transformative impact. She currently serves as an independent corporate director to Ontario Power Generation and Canadian Western Bank and is a trusted executive advisor to CEOs and boards. Most recently, she served as Vice-Chair and Managing Partner of Deloitte Canada and was a member of Deloitte’s Leadership Team. Mary served on the Global Executive Team of Lloyds Banking Group as the Group Audit Director based in London, England. Prior to that, she spent over two decades with KPMG Canada in progressive senior roles, including Partner and National Industry Leader, Financial Services. Mary volunteers her time and expertise as a member of the Dean’s Council at the Ted Rogers School of Management at Ryerson University and sits on the board of the Princess Margaret Cancer Foundation.
In Teri’s role as Vice-President, Forestry Services and LDC Integration at Hydro One, she has made an immediate impact on the organization. Within the first three months, she led a strategic pivot in a key work program for Forestry Services, resulting in significant improvements in customer services and reliability of electricity in the province. In 2021, she was awarded the Forestry Chapter Chair of the Women in Trades and Technology Committee by Hydro One for her leadership and expertise. Teri supports the profession as a key subject matter expert for several CPA Canada committees and sub-committees and has been a Lead CPA Session Leader trainer for CPA Ontario since 2016. Within her community, Teri has volunteered for various fundraising committees, where her efforts have helped over 200 boys and girls since 2012.
As a Partner with Deloitte Canada, Dlane has consistently challenged conventional wisdom, providing a fresh approach to building client relationships, growing the practice, and managing projects and teams. She has also been an advocate for women working at the firm, having played a personal role in furthering the careers of several peers. Her commitment to fostering female leadership extends to her work in the Kitchener-Waterloo region, where she promoted engagement for Deloitte’s Women of Influence Breakfast and Lunch Speakers’ Series throughout the 1990s and 2000s. For more than two decades, Dlane has devoted her time and energy to a variety of causes in her community, including the Terry Fox Run, the Canadian Cancer Society, Kitchener-Waterloo Oktoberfest and the Waterloo Region Conservative Business Association, where she is Treasurer and a board member.
Over his 36 years at KMPG, Patrick worked his way up from a staff accountant to multiple leadership roles, including his last role as Office Managing Partner, which took him back to his hometown of Windsor. Shortly after his retirement in 2008, Patrick joined the board of directors of the United Way, Centraide Windsor-Essex County in 2009 and was elected to Chair in 2010. During this time, he guided the organization through a three-year transformation of its funding model to better serve the community and received the Leading the Way award for this accomplishment in 2012. This past year, Patrick was appointed to serve a three-year term as a public representative of the Audit Committee of the Greater Essex County District School Board.
For over 25 years, Peter’s career has placed him in various leadership roles at PwC Canada and PwC Global, where he has driven numerous innovation agendas in emerging technology and digital assurance. Today, Peter’s roles as PwC Global Assurance Leader for Transformation Platform and National Digital Risk Solutions practice leader in Canada help differentiate PwC in reimagining value-driven assurance services. Peter invests in the future of the profession by dedicating his time at CPA Canada in committees and initiatives focused on technologies that are revolutionizing accounting and finance. As an Advisory Committee member for the Graduate Program in Professional Accounting at York University, Peter helps shape the curriculum of the future to meet the evolving demands of the profession. Peter contributes to the community as an active member of the board at Mackenzie Health and several of its committees.
Currently Managing Partner, Partner and Alumni Experience at Deloitte Canada, Terry has held multiple leadership roles at both Deloitte Canada and Deloitte Global. In his previous role as Managing Partner, Ethics, he oversaw all ethics programs across Deloitte in Canada and Chile, covering ethics-related awareness, education and prevention initiatives including Deloitte Canada’s whistleblower program. His exceptional contributions were recognized in 2021 with Deloitte’s Global Leadership Award. Terry has brought his reputation for integrity and leadership to bear as a board member of the Ethics Centre and as Canada’s representative on the Institute of Internal Auditors’  Global Advisory Committee, on which he actively supported and advocated for the internal audit profession as the voice of internal audit in Canada. Terry has also been recognized in his community with volunteer awards from Oakville Minor Hockey Association and United Way of Peel.
Lori has been with St. Joseph’s Health Care London for over 14 years and currently serves as Vice-President, Clinical Support and Chief Financial Officer. Early in her career at St. Joseph’s, Lori was recognized with the Aspiring Leader Award in 2009 and was also named one of London’s Top 20 under 40 in 2013. Her reputation as a leader, innovator and driver of financial transformations has positioned the hospital as a frontrunner in financial stewardship and accountability. She is also a member and co-chair  of various committees and panels at the Ontario Hospital Association and Ministry of Health and Ontario Health. Within the community, Lori is currently a member of the Audit Committee at Western University, the Audit Committee for the City of London, and the Finance Lay Advisory Committee and Investment Lay Advisory Committee with the Congregation of the Sisters of St. Joseph in Canada.
Karen is the sixteenth person in history to serve as Auditor General of Canada, and only the second woman to hold the post. Appointed in June 2020, Karen is tasked with scrutinizing government spending, including pandemic response measures—work that will define Canada for years to come. Since assuming her role, she has influenced a major shift in both overarching strategic direction and the supporting talent management approach. Her prior roles in the Office included Assistant Auditor General, Principal of Annual Audit and Special Examination Practice, and Director of Annual and Performance Audit Practices. Karen has supported standard setting in Canada, most recently as a member of the Public Sector Accounting Discussion Group (PSADG). Throughout her career, she has regularly mentored and recruited CPAs for several of her employers and served numerous board roles for the Greater Ottawa Kingfish Swim Club.
Cheryl was one of the first female partners at BDO Canada in 1991—and one of the youngest. As Chair of BDO’s Finance Committee, she provided management oversight through the challenges of the COVID-19 pandemic. From 2002 to 2005, Cheryl gave back to the profession by serving as a board member on the Professional Conduct Committee of the Institute of Chartered Accountants of Ontario. She continues to have a strong influence in her community and has benefited multiple organizations. As Treasurer of the Cambridge Memorial Hospital Foundation, her unwavering support helped complete a $10.5 million capital campaign to open a new wing at the hospital. Cheryl’s work as a board member and then as President helped guide Kitchener’s Sunbeam Centre through 14 years of growth and change. As President of the Kitchener-Westmount Rotary Club, Cheryl received the Paul Harris Fellow Award, the highest honour, for her contributions.
As Associate Partner at EY Canada, Sivan is a leader in the firm’s financial services audit practice group and dedicates his time to promoting diversity and inclusion initiatives. His journey to becoming a CPA was characterized by grit and determination. He requalified his credentials as a CPA in Ontario when he transferred to EY Canada in 2001 and overcame adversity as a student when civil war broke out in Sri Lanka, which disrupted his studies. Sivan champions a culture of belonging at EY, where he was a member of the GTA Diversity Committee and served as EY Relationship Manager for Ascend Canada, promoting mentorship and opportunities for people to build together. He is Co-Founder of the Centre for Leadership and Innovation, where he is also an advisory board member. Sivan remains active in the Tamil community as the President of the Canadian Tamil Congress.
For over 25 years, Donna has raised the profile of Queen's University and the CPA designation. As Vice-Principal, Finance and Administration since 2016, she has driven changes in financial management and service delivery that have bolstered the university’s financial position and enhanced administrative services throughout her large portfolio. In addition, her collaborative leadership as a champion of sustainability has positively impacted the university, its employees and students. Donna has held influential governance roles with various Queen’s-affiliated and subsidiary entities as well as several Council of Ontario Universities committees, and she is currently Vice-Chair of the Council of Senior Administrative Officers. Donna has brought her extensive governance experience to volunteer roles with the City of Kingston and on the boards of the Canadian Association of University Business Officers and Kingston General Hospital, where she was Chair of the Audit, Finance and Governance committees.
Russ was the CFO of Shopify from 2011 to 2018 during a transformational period for the tech company. Throughout his tenure, he made significant impacts including the addition of new revenue streams, scaling the company from 50 to over 3000 employees and leading one of Canada’s most successful dual listed IPOs. Russ is currently leveraging his 40-plus years of experience to assist both public and private technology companies. In his community, Russ sits on the board of the Ottawa Hospital Foundation and is a key contributor on the Executive Committee. In addition, he established the Jones Family Foundation with his wife, focusing its efforts on kidney research. Russ remains an active member of CPA Ontario through his current role on the CEO Advisory Board and past roles on Council and the Audit and Compensation committees.
With a career spanning over 30 years, Rhonda is the Chief Operating Officer at RSM Canada, overseeing the execution of the firm’s national strategy and firm operations. In her additional role as Ontario Office Market Leader, she is responsible for local market growth plans and talent experience. A leader for culture, diversity and inclusion at RSM, Rhonda fosters a philosophy that encourages everyone to feel comfortable being themselves. She sits on the board of directors at Junior Achievement in Central Ontario and was Past Chair of its Board of Governors. Rhonda plays an instrumental role in its annual fundraising event and encourages her colleagues to participate in the JA Company Program as she builds support for JA across the country. Rhonda is also a strong supporter of Brock University, both personally and professionally, and was admitted as an honorary member to the Brock Chapter of Beta Gama Sigma in 2017.
Ken is a Financial Planner with Empringham Bridger Private Wealth Partners of RBC Dominion Securities, delivering comprehensive integrated wealth management and financial solutions. Prior to this, he worked as a Tax Partner  at Grant Thornton, Taylor Leibow, and Millard, Rouse & Rosebrugh. For over 30 years, Ken has actively volunteered in his community. He is the current Treasurer of Habitat for Humanity Hamilton and a board member of the Hamilton Golf & Country Club Foundation. He also serves on the finance committees of the Catholic Children’s Aid Society of Hamilton and St. Catherine of Siena Parish. He was previously Board Chair of the Catholic Children’s Aid Society of Hamilton and the Hamilton Halton Junior Golf Tour, and Vice-President and Treasurer of the Estate Planners’ Council of Hamilton. Ken also served on the Program Committee for the Ontario Tax Conference and on three committees of the Hamilton Chamber of Commerce.
For over a decade, Kayla has proven to be an inspiring leader and educator in professional and volunteer capacities. Currently the owner and sole proprietor of Practical Accounting Solutions and Services, Kayla is also a professor at both Cambrian College and Laurentian University. Since 2005, Kayla has pursued her passion for teaching and mentorship in a variety of volunteer roles with CPA Ontario, Sudbury CPA Ontario Association and Canada Revenue Agency, assisting with information sessions, financial literacy events and income tax preparation clinics. At the onset of the COVID-19 pandemic in March 2020, Kayla was a regional leader and coordinator for CPA Ontario’s Accounting for Bravery initiative, which helped frontline workers complete their tax returns. She also volunteers for St. Peter’s United Church Syrian Refugee Sponsorship Committee, Canadian Federation of University Women Sudbury and United Way.
Sharon’s illustrious career has been marked by many accomplishments and accolades. In 2020, she was recognized by Insurance Business Canada with the Lifetime Achievement in the Insurance Industry Award for her distinguished service in the industry. While serving as CEO of Swiss Re Canada, in 2013 Sharon was named as one of the Top 100 Most Powerful Women in Canada in the Corporate Executives category by the Women’s Executive Network. Sharon was also the recipient of the 2015 Women of Influence Award from Insurance Business Canada as President of Aviva Canada, where she led digital-first initiatives to modernize the customer experience and create a better business model. She currently serves as a board member for SiriusPoint, Lombard International Group, EIS Group Ltd and Green Shield Canada.
Kashif is an industry leader and a change management specialist, having helped several companies through growth and challenging transformation. He has held many titles including board member, Chief Financial Officer, Director and Officer. At NexTech AR Solution, he grew revenue, headcount and market capitalization by over 750 per cent and listed the company on the NEO Exchange. At Leonardo, Kashif led the organization through its restructuring and successful sale to Constellation Software and played an instrumental role in the IPO of Real Matters on the Toronto Stock Exchange. Kashif has advised on mergers and acquisitions valued at over $150 million and raised over $350 million  in financing. For 15 years, Kashif has mentored young professionals. During the pandemic he supported furloughed workers by tailoring their resumes and highlighting transferable skills. He was a founding member of the Yonge Street Run, which raised over $10,000 for Mount Sinai’s NICU.
Craig is Head of Investment Banking, Mergers and Acquisitions at Raymond James Ltd. and a member of the Operating Committee. Prior to this, he ran the M&A group at National Bank Financial Inc./First Marathon Securities Inc. for 17 years, where he executed large, complex transactions for clients across a variety of industries. As a member of the Canadian Institute of Chartered Accountants from 2007 to 2010, Craig was instrumental in defining the qualifications and requirements for the CA and CF designations. Over several decades, he has applied his extensive knowledge of governance and corporate finance to volunteer roles with the Canadian Institute of Chartered Business Valuators, the Canadian Securities Administrators and the Ontario Securities Commission. Craig has also volunteered for numerous sports-related and non-profit organizations including Scouts Canada and The Shoebox Project.
Since obtaining his CPA designation, Jimmy has worked for an impressive array of employers, notably Dell Canada, Hydro Ottawa, the Ottawa Police Service and the Canadian Red Cross. As the current Executive Vice-President, Chief Financial Officer and Chief Operating Officer of the Canadian Medical Association, Jimmy has overseen several key strategies and initiatives, including the sale of a subsidiary to Scotiabank that was one of the largest wealth management M&A deals in Canadian history. His work on the transaction earned him recognition in The Globe and Mail’s Report on Business in 2020. In addition to mentoring and volunteering with CPA Ontario and CPA Canada, Jimmy is currently a finance and audit committee member with three separate organizations: The Learning Partnership, Diabetes Canada and the National Dental Examining Board of Canada.
Gord has held the position of Chief Financial Officer at Cineplex Inc. for the past 18 years, overseeing finance, purchasing, investor relations, risk management and corporate development. Renowned for his insights and caring contributions to the professional community, Gord has spoken at several CPA Canada and University of Toronto events, and has mentored students in the university’s Alumni Mentorship Program. With the help of Cineplex employees, Gord established an Annual Careers Day at the company to offer insights into the CPA career path for aspiring accountants. He has volunteered for Financial Executives International, the Canadian Financial Executives Research Foundation and the Baycrest Centre for Geriatric Care, where he is a member of the Finance and Audit Committee. In 2016, Gord was named Canada’s CFO of the Year by Financial Executives International.
As Vice-Chair at Deloitte, Mark is currently responsible for managing key client relationships and tax marketplace programs in Ottawa, and nationally for Deloitte’s Canadian tax practice. He has also held several other leadership roles in over 15 years at Deloitte including Managing Partner of the Ottawa office, where he led a team of over 700 people and championed Deloitte Impact Day, which saw office members volunteer to give back to the local community. In 2020, Mark volunteered as the Deloitte Leader for CPA Ontario’s Accounting for Bravery initiative, assembling a team that processed over 1000 personal tax returns for first responders. Mark also serves as a board member on the community cabinet of the OSEG Foundation, leveraging his network within the business community to expand the organization’s fundraising efforts to help underprivileged children participate in organized sports.
Carl is a CPA who teaches and celebrates the importance of emotional intelligence. Last year, he became Founder and CEO of Virtue Compass Inc., a company devoted to helping business leaders and companies optimize their energy through physical, emotional and mental health. Prior to this, Carl enjoyed a 28-year career as a manager and partner at PwC, where he positively impacted the firm’s people, clients and culture, bringing his unique blend of business experience, leadership and knowledge of human behaviour to the team. Outside of work, Carl regularly speaks at events hosted by CPA Canada, the Global Risk Institute, Goodman Sustainability Group and Enable Education, among others. Committed to serving his local community of Peel in volunteer roles with the United Way and Mississauga Summit, Carl and his family were celebrated in June 2021 for their work on the YMCA’s City Builder campaign.
Lana’s 28-year career with PwC includes 18 different roles, ranging from Executive Sponsor to Tax Leader to Lead Relationship Partner for a variety of high-profile clients. She currently holds four separate roles with the firm: National Managing Partner, Business Units; Future Forward Leader Program Executive Sponsor and Co-Creator; I-Lead Executive Sponsor and Facilitator; and Women in Leadership Executive Sponsor. Lana frequently shared her tax expertise as a volunteer panelist, committee member and co-writer with the Canadian Tax Foundation, as well as on CPA Canada’s Tax Policy Committee. A long-time supporter of increasing gender diversity in the accounting profession, Lana co-organized, hosted and moderated the Electricity Distributors Association’s Women in Power event in 2013 and created the Women in Finance Scholarship at the University of Waterloo in 2020. In recognition for being the first female tax leader in Canada, Lana earned the Women’s Executive Network Top 100 Award in 2017.
As a Senior Assurance Partner at PwC for over 20 years, Chris specializes in the Asset and Wealth Management (AWM) industry. During his tenure as PwC’s AWM leader, Chris was instrumental in driving transformation and the adoption of innovative approaches to investment fund audit techniques through leveraging technology and data. Chris is also sought after for his technical expertise at conferences, covering trending topics on transformation, ETFs, ESG and IFRS reporting. As a participant in CPA Canada’s Investment Funds Advisory Group, Chris is actively involved in bringing industry perspectives on significant accounting and reporting matters. He volunteers with several industry associations, including the Portfolio Management Association of Canada and the Investment Funds Institute of Canada. As a passionate board member and previous Board Chair of the Young People’s Theatre, Chris also chaired the Artistic Director Search Committee for one of Canada’s most unique artistic director roles.
Teresa has dedicated her career to public sector organizations, ensuring financial excellence. She spent 21 years at Niagara College and as Vice-President, led a diverse portfolio which included finance, facilities, human resources, ancillary, information technology, institutional research and planning, risk management, and sustainability, along with the college’s largest capital redevelopment. She also established the Nourishing Minds Fund, providing breakfasts and food vouchers to students in need, and received the Wall of Fame Award from Student Council. As Director Corporate Services and Treasurer of the Town of Pelham, Teresa has made an impact by contributing to its stability and transparency, leading the town through capital planning and debt management to improve its financial indicators and create accountability. She has dedicated countless hours to non-profit organizations including YMCA Niagara and Leadership Niagara, and is currently the President of Women’s Place of South Niagara and Treasurer of the Niagara Health Foundation.
Steven has been President and CEO of HomeEquity Bank since 2001, having previously held the positions of President and Chief Financial Officer after joining the company in 1997. Steven ushered the company through several key moments in its lifecycle to create long-term stability, which included going public in 2002, becoming a schedule 1 Canadian bank in 2008 and going private in 2012. Steven is active in his community as a board member and Audit Committee member of the YMCA of Greater Toronto, where he lends his expertise as a CPA. Early in the pandemic, Steven led the partnership between HomeEquity Bank and YMCA of Greater Toronto to launch a new online program, The Bright Spot, to create an online community where older adults can connect and offer support. He is also active in the profession as a member of CPA Canada’s Data Governance Committee.
Kevin has been with PwC since 1989, becoming a Tax Partner in 2000 after earning several promotions. He currently has a leadership role in PwC’s national private tax practice. Over the years, Kevin has led a growing practice providing tax consulting and compliance services to clients in London and across Southwestern Ontario. Throughout the 1990s, he was actively involved in the Western Ontario Chartered Accountants Association as a tax clinic volunteer for seniors and low-income Londoners, as a board member and ultimately as President, uniting CAs in the region to connect, network and learn. During 15 years of volunteering with Jesse’s Journey Foundation for Gene and Cell Therapy, Kevin served as Board Treasurer and member of the Executive and Investment committees. He worked closely with the executive team and board to help shape the foundation’s strategic plan and implement policies around reporting to donors, funding research, receipting donations and fundraising.
Jim is the Key Partner Liaison for Kreston Worldwide Affiliated Office, where he provides complex tax services to high-net-worth Canadians and Americans. Working for the City of Markham Audit Committee in the early 1980s as a volunteer, Jim advised the mayor and members of council on financial, budget, assessment and tax rate issues to protect city interests during a period of high residential and commercial growth. Jim has been giving back to the Markham region as a student mentor and volunteer for the last 40 years, most recently as a member of Older Adults in Action and as President of the Rotary Club of Markham Sunrise. In 2014, he received the Elaine Vollett Award from the Centre for Dreams, a facility in Markham dedicated to providing educational programs and social skills training to adults with developmental disabilities.
As Director, Finance and Administration, Travis oversees the financial and administrative affairs of First Nations Market Housing Fund to ensure it operates effectively and within fiscal and legal requirements. Travis is also a Mohawk from the Mohawk territory of Akwesasne and previously worked as the Director of Central Resource Services for the Mohawk Council of Akwesasne. He has also worked with First Nations communities across Canada in various positions, including Senior Manager of MNP’s Aboriginal Consulting Services and Director of Capacity Development at First Nations Financial Management Board. Away from the office, Travis regularly represents the interests and perspectives of the First Nations community on various boards and committees with organizations such as AFOA Canada, the Public Sector Accounting Board and the Federal Bridge Corporation. On a personal level, Travis enjoyed volunteering with the Goulborn Basketball Association, Akwesasne Winter Carnival and Cornwall Rotary Club.
Manjit’s career has spanned over 30 years in multiple leadership roles and across various sectors. She currently sits on the boards of Vermillion Energy Inc. and Export Development Canada (EDC). Her cross-sector experience is highly valued at EDC, where she provides input to the organization’s strategy including ESG goals, particularly in the areas of diversity and inclusion and global trade financing. Manjit also sits as a committee member of General Electric Canada Pension Trust, where she was Past Chair between 2011 and 2019. At the time, she was the first woman appointed to become Chair in the 125-year history of the organization. Manjit volunteers her time as a leader at Civic Action and was a past board member of YMCA Greater Toronto and Ontario Chamber of Commerce. In 2019, Manjit was recognized as one of Canada’s Top 100 Most Powerful Women by Women's Executive Network.
Lori-Ann recently retired from PwC after 35 years at the firm, during which she held numerous leadership roles, most recently as the National Leader, Compliance, Ethics and Governance. Upon her retirement, Lori-Ann became a sought-after corporate director and joined several boards in Canada and the U.S. Her expertise in finance, compliance, ethics, risk and governance makes her a valued addition. A diversity and inclusion champion, she sits on the board of directors and chairs the Audit Committee of the Black Opportunity Fund, providing governance oversight and financial and risk management. She is also a member of the Women Get on Board Inc. Mentorship Program Advisory Council, which connects, promotes and empowers the next generation of female corporate directors. Lori-Ann serves as a member of the Dean’s Council at the Ted Rogers School of Management at Ryerson University and Chair of the Accounting Program Advisory Committee at George Brown College.
At iA Financial Corporation, Richard is the Chief Operating Officer, Investments, and currently leads the implementation of a new strategic vision for an investment department in which ESG is a key priority. Richard is also the Co-Chair and Co-Founder of the Industry Standards Reporting Research Council, which works to create international standards for the reporting of alternative performance measures, a gap that is not covered by audited GAAP financial information. Within the local community, Richard is a board member and Treasurer of Second Harvest Food Rescue, where his operational and financial expertise comes at a pivotal time as the organization expands beyond the Greater Toronto Area to become a national food rescue organization.
After becoming CFO of PwC in 2018, Alaina embraced her new role, transforming the finance function and implementing robotic process automation. As part of PwC’s Canadian Leadership Team, she oversees all strategic and operational aspects, while continuing to serve the firm’s clients. During her 25-year tenure, Alaina has blazed several trails—she was the first female Chief of Staff for PwC’s executive team in 2001 and the first female leader of its largest business unit. Alaina has frequently inspired up-and-coming female CPAs with her own experiences in leadership as a panelist for McMaster University’s Women’s Professional Network and PwC’s Women in Leadership Forum. She has volunteered for causes close to her heart, such as SickKids Foundation, and is currently the Treasurer and Chair of the Finance and Audit Committee of the Toronto Region Board of Trade.
Throughout his career, Paul has played a critical role supporting organizations during times of crisis. As the current Vice-President of Finance at DriverCheck Inc., Paul has helped the company weather the initial impacts of the pandemic and pivot to help customers protect their workforces through COVID-19 screenings and testing. At Ontario Die International Inc. between 2007 and 2017, he worked with owners, management, employees and customers during the financial crisis to adjust its operations, treat stakeholders fairly and with respect, and position the company for future growth. Paul has given back to the profession as a member of the UFE Board of Evaluators and CFE Board of Examiners for both CA Canada and CPA Canada respectively, chairing the latter for two years.  He was also a member of the Unifications Committees in 2012 and 2013  to establish the exam framework and evaluation approach for the new Common Final Examination.
Upon his retirement from Williams & Partners in 2001, Bill offered professional services part time until 2012. A sole practitioner for almost fifty years, Bill helped develop the University of Toronto’s Diploma in Investigative and Forensic Accounting, providing invaluable support and industry expertise. Bill often shares his forensic accounting knowledge as a lecturer, speaker and adjudicator, and mentored future business leaders as a volunteer judge with DECA Inc.’s high school competitions. He was a panel member for the Investigative and Forensic Accounting (IFA) certification board, playing a key part in selecting IFA candidates. A keen advocate of the essential role served by volunteer and charitable organizations in their communities, Bill volunteered at Burlington Rotary’s annual Ribfest, Brantford’s Thank-a-Vet luncheons and the Salvation Army’s Christmas Campaign. He has also acted as Treasurer and Director for Halton Crime Stoppers, Burlington Seniors Centre and Bayview Golf & Country Club.
Over the span of two decades, James influenced the growth of companies on the cutting edge of cybersecurity, cannabis, the Internet of Things and smartphone development. He is currently the CFO of Mitel, a business communications company, and a board member for cannabis producer Indiva, for which he also chairs the Audit Committee. For three years, James shared his knowledge about SOX 404, internal controls and internal controls compliance as a speaker in the Ottawa area, and in 2016 he served as a judge in the University of Ottawa Business Case Competition. That same year, he was named as the university’s Donor of the Year, having made a financial contribution to help prepare students for entry into the business world. James also volunteers on the boards of Westmount Golf and Country Club and Grand Canadian Events.
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