BUSINESS ADVISORS

 
 
  • Jack Altman

    Jacob (Jack) Altman, CA

    • Audit, accounting and financial reporting including   international accounting standards
    • Business planning and financing
    • Taxation – corporate and personal
    • Turnaround management
    • Mergers and acquisition

    Ordre des comptables agréés: Québec
    McGill University – Public Accountancy
    McGill University – B. Comm

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  • dblumer-thumb

    Daniel I Blumer, CA

    • Small Business Accounting and Consulting
    • Assurance Services
    • Income Tax Planning and Compliance
    • Taxation – Corporate and Personal
    • Financial Reporting
    • Securing Financing

    Bachelor of Commerce Degree – Concordia University
    Order of Chartered Accountants of Quebec: 2004

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  • Sydney Berger

    Sydney H. Berger, CA

    • Income tax planning and compliance – corporate and   personal
    • Wills and estate planning
    • Financial and retirement planning

    Ordre des comptables agréés du Québec: 1976
    Sir George Williams University (Concordia) – B. Comm 1974
    Member of Canadian Tax Foundation

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  • Mark Bindman

    Mark D. Bindman, CA

    • Auditing
    • Business planning and consultation
    • Personal and corporate tax planning
    • Accounting and audit standards

    Ordre des comptables agréés du Québec: 1979
    Institute of Chartered Accountants of Ontario: 1983
    Concordia University – B. Comm: 1977

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  • Mario Borrelli

    Mario Borrelli, B.Comm, TEP

    • Small business accounting and consulting
    • Income tax planning and compliance – corporate and   personal
    • Personal financial planning
    • Estate administration

    Member of Society of Trust and Estate Practitioners (STEP): 1999
    McGill University – Public Accountancy: 1982
    McGill University – B. Comm: 1979

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  • leonard

    Leonard Cogan, CA

    • Taxation – Corporate and Personal
    • Income Tax Planning and Compliance
    • Succession and Estate Planning/Wills
    • Business Valuations
    • Family Business Consulting
    • Strategic Planning
    • Financial Reporting
    • Securing Financing
    • Real Estate Accounting and Tax Planning
    • Small Business Accounting and Consulting

    Bachelor of Commerce Degree – University of Ottawa
    Ordre des comtables agrees du Quebec: 1966
    Institute of Chartered Accountants of Ontario: 1971
    Former Managing Partner of Ottawa-based Cogan &Associates (founded in 1980)
    Partner at BGK’s Ottawa office: since 2009

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  • Lynn Efros

    Lynn H. Efros, CA

    • Not for profit and health care
    • Auditing and financial reporting
    • Accounting and auditing standards
    • Business planning and consulting
    • Tax planning – personal and corporate

    Ordre des comptables agréés du Québec
    Institute of Chartered Accountants of Ontario
    McGill University – Diploma in Public Accountancy
    Concordia University – Bachelor of Commerce

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  • Gwenn Garonce

    Gwenn H. Garonce, CA

    • Auditing, accounting and financial reporting
    • Business planning and consulting
    • Tax planning – corporate and personal
    • Professional development and staff training

    Ordre des comptables agréés du Québec: 1996
    Concordia University – Diploma in Public Accountancy: 1995
    Concordia University – Bachelor of Commerce: 1993

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  • Clifford Herer

    Clifford Herer, CA

    • Accounting and auditing
    • Management consulting
    • Taxation
    • Primary and secondary financing

    Ordre des comptables agréés du Québec: 1987
    McGill University – Public Accountancy: 1986
    Concordia University – B. Comm: 1983

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  • Marty Isaif

    Martin M. Isaif, MBA, CA

    • Business valuations
    • Business planning and consulting
    • Audit, accounting and financial reporting

    Ordre des comptables agréés du Québec: 1977
    Sir George Williams University (Concordia) – B. Comm: 1970
    Syracuse University – MBA: 1972

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  • Brian Kreisman

    Brian Kreisman, CA, CFE, CA·IFA

    • Fraud investigation
    • Litigation support
    • Bank due diligence auditing
    • Business planning and consulting

    Concordia University – B. Comm: 1991
    McGill University Honors List Graduate Diploma in Public Accountancy
    Ordre des comptables agréés du Québec: 1994
    Association of Certified Fraud Examiners: 1996
    Canadian Institute of Chartered Accountants Alliance for Excellence in Investigative and Forensic Accounting: 2001

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  • David Lesser

    David Lesser, CA

    • Business planning and consulting
    • Auditing
    • Tax planning – personal and corporate

    Ordre des comptables agréés du Québec: 1983
    Concordia University – B. Comm: 1981

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  • lombrado

    Nick Lombardo, CA

    • Accounting, auditing, and financial reporting
    • Personal and corporate tax planning and preparation
    • Business planning and consulting

    Institute of Chartered Accountants of Ontario
    Carleton University – Bachelor of Commerce

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  • mcceann

    Michael B. McCrann, CA

    • Accounting and auditing
    • Taxation
    • Corporate restructuring
    • Mergers and acquisitions
    • Finance
    • Recruiting
    • Management consulting

    Ordre des comptables agréés du Québec: 1987
    McGill University – Public Accountancy: 1987
    Concordia University – B. Comm: 1985

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  • Allison Miller

    Alison Miller, CA

    • Auditing, accounting and financial reporting
    • Tax planning – corporate and personal
    • Business planning and consulting
    • Professional development and staff training

    Ordre des comptables agréés du Québec: 1999
    Concordia University – B. Comm.: 1994

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  • Mathieu Ouellette

    Mathieu Ouellette, CA, L.L.M. Tax

    • Corporate and business tax consulting
    • Reorganizations
    • Structuring of cross-border transactions
    • Non-resident &dual resident personal income tax

    Ordre des comptables agréés du Québec: 2004
    HEC Montreal – Master of Taxation: 2004
    HEC Montreal – D.E.S.S Public Accounting: 2001
    HEC Montreal – B.A.A.: 2000

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  • Louis Ruta

    Louis Ruta, CA

    • Managing Partner
    • Government grants, tax credits, loans, and other financial   assistance
    • Business planning and financing
    • Business turnaround
    • Accounting and auditing

    Ordre des comptables agréés du Québec: 1984
    McGill University – B. Comm: 1982

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  • Derek Silverman

    Derek Silverman, CA

    • Estate administration
    • Business consultation
    • Personal financial planning
    • Business planning and consulting
    • Tax planning – personal and corporate

    Ordre des comptables agréés du Québec: 1986
    McGill University – B. Comm: 1984

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  • mtessier-thumb

    Michel Tessier, CMA

    • Financial Reporting
    • Small Business Accounting and Consulting
    • Management Consulting
    • Due diligence
    • Income Tax Planning and Compliance
    • Strategic Planning
    • Securing Financing
    • Real Estate Accounting and Tax Planning

    CMA Designation – McGill University
    Member of l’Ordre des Comptables en Management Accrédités du Québec (1980)
    Over 25 years of private industry experience and 10 years in public practice

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Partners

What sets our partners – and ultimately our firm – apart is the amount of effort and care our partners provide to each of our clients. Many of our partners have grown along with our firm and frequently consult each other to help clients successfully navigate a broad range of business issues. Recognized as leaders in their fields, our partners are active in industry-specific organizations and keep abreast of developments and trends that may have an impact on their clients’ industries.