Education and Qualifications


September 2001 Chartered Business Valuator Program,
Projected completion – September 2004

November 1998 Member – Institute of Chartered Accountants of Ontario
Member – Institute of Chartered Accountants of Bermuda
Passed Uniform Final Examination in 1998

April 1996 York University, Schulich School of Business
Honours Bachelor of Business Administration
Specialized in finance and accounting

Work Experience

January 2003 –  Toronto
Current Forensic and Investigative Accountants
Associate

- Preparation of a financial model and report to be used in the litigation of the alleged loss of business income of an internet floor coverings company.

- Preparation of a business valuation report and litigation material for a Canadian beverage company for use in a court case involving a breach of contract and fraud.

- Involved in the preparation of questions and marking guides for the 2003 Certified General Accountants Licensing Examination.


July 2001 – KPMG LLP, Toronto
January 2003 Valuation and Litigation Services
Manager

- Prepared an advanced financial modelling tool and business valuation for a publicly traded mining company, in connection with a proposed acquisition.

- Valuation of Labour Sponsored Funds, managed by VenGrowth Capital Management, in connection with annual reporting requirements.

- Worked with a financial due diligence team that was acting on behalf of a financial investor assessing an acquisition opportunity in the Canadian manufacturing industry.

July 2001 – KPMG LLP, Toronto
January 2003 Valuation and Litigation Services Manager

- Prepared an in-depth financial model and business valuation of specific hotel assets in connection with an initial public offering of a Real Estate Investment Trust.

- Prepared a valuation for a public steel company in connection with corporate restructuring and financial accounting concerns.

- Prepared a financial model and valuation of several Canadian trucking companies in conjunction with a proposed purchase and sale transaction.

- Other valuation engagements include those relating to or performed on behalf of Ontario Teachers Pension Plan, Mitsubishi Canada, Avaya Canada, and a number of private companies.


September 1999 – KPMG LLP, Bermuda
June 2001 Insurance Practice
Senior Staff Accountant

- Audit and statutory reporting of offshore and onshore medical malpractice, hull and machinery, protection and indemnity, and workers compensation captive insurance companies.


September 1996 – KPMG LLP, North York
August 1999 Staff and Senior Staff Accountant

- Audit and statutory reporting of companies operating in the computer hardware / software, e-commerce, broadcasting, publishing and gaming sectors.

- Obtained experience preparing budgets, WIP analysis, billings, supervision of staff, review of audit working papers, and coordination of multiple audits.

Awards and Achievements

- Obtained the highest mark on the Canadian Institute of Chartered Business Valuators - Advanced Business Valuation exam (published in the November 2003 issue of the Business Valuator).

- Richter, Usher and Vineburg, Accounting Award, 1996

- York University Accounting Society, Accounting Award, 1996

Other
- Schulich School of Business - marking management and financial accounting assignments for both graduate and undergraduate courses

- Editor-in-Chief – Professional Perspective, York University’s Accounting Magazine.