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DR. CHRISTINE SAWCHUK
EdD, MEd, CPA, CA, CBV
Ex Officio
CBV Institute
President & CEO
Toronto, ON
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EdD, MEd, CPA, CA, CBV
CHRIS POLSON
MBA, CFF, CPA, CMA, CFA, CBV
Chair / At-Large
PwC Canada
Partner, Advisory & Disputes
Toronto, ON
MBA, CFF, CPA, CMA, CFA, CBV
Chris has testified in both US and Canadian courts as well as numerous arbitration and mediation proceedings. He has held a number leadership and advisory roles within the capital markets industry, including as an advisor to the Ontario Securities Commission and the President and Chairman of the CFA Society Toronto.
In addition to an Honours Bachelor of Commerce (with Distinction) and a Masters of Business Administration, Chris holds the Chartered Professional Accountant (CPA), Chartered Management Accountant (CMA), Chartered Financial Analyst (CFA), and Chartered Business Valuator (CBV) designations, as well as the Certificate in Financial Forensics (CFF) credential.
SUSIE FOLEY
CPA, CA, CBV
Vice-Chair / British Columbia Region
KPMG
Partner
Vancouver, BC
CPA, CA, CBV
Susie is a CPA, CA, CBV with over 10 years of professional experience. She joined Ernst & Young LLP in Assurance as a co-op student in 2004 and transitioned to EY’s Valuations group in 2009. In late 2013 Susie moved into industry at Bell Canada, where she worked in a Senior Manager Financial Planning & Analysis role, working directly with Senior Wholesale & Finance Executives. After three years in industry, Susie returned to Valuations as a Senior Manager with KPMG LLP in Vancouver.
Susie has been involved in numerous valuation engagements of private and public companies in Canada and Internationally, undertaken in connection with mergers and acquisitions, litigation, securities regulatory matters, corporate re-organizations and financial reporting, spanning across a wide range of industries, including mining, technology, power, private equity/pension funds, and manufacturing. Susie provides high quality work product efficiently, and her friendly and outgoing demeanor has been instrumental in her building and maintaining long-term relationships.
Education, Licenses & Certifications • Honours Bachelor of Mathematics (with Distinction), the University of Waterloo • Master of Accounting, University of Waterloo • Member of the Canadian Institute of Chartered Accountants • Member of the Canadian Institute of Chartered Business Valuators
PREM LOBO
CFE, CFF, AM, ABV, CEIV, CPA, CPA (U.S.), CA, CBV
Secretary / Treasurer / At-Large
Cohen Hamilton Steger & Co. Inc.
Principal
Toronto, ON
CFE, CFF, AM, ABV, CEIV, CPA, CPA (U.S.), CA, CBV
Prem is a frequent public speaker and writer, and has published articles and papers in numerous legal and accounting periodicals including the Journal of Business Valuation, CA Magazine, Business Valuation Digest and the Advocates’ Journal. Prem has taught accounting courses at the undergraduate and graduate levels at York University’s Schulich School of Business and the University of Ontario.
Prem currently sits on and previously sat on the Board of Directors of various organizations.
VIVIAN ALTERMAN
MBA, CPA, CA, CBV
Toronto Region
ap Valuations Limited
Owner
Toronto, ON
MBA, CPA, CA, CBV
Vivian is the author of various articles and seminars for the legal and valuation communities, including co-author of The Financial Principles of Family Law (Carswell Legal Publications 2001).
Vivian is a Chartered Professional Accountant, Chartered Business Valuator (achieved highest mark in Canada), past member of the ADR Institute of Ontario, Inc., past member and president of the Collaborative Family Law Association and has completed the CICA in-depth tax course.
MIKE DEVONSHIRE
CPA, CA, CBV
At-Large
Petwin Bancorp Inc.
Chief Financial Officer
Calgary, AB
CPA, CA, CBV
In his previous role as the office leader of the Financial Advisory Services group at BDO Canada in Calgary, Mike worked with business owners and management teams on complex valuation and corporate planning matters. Mike worked with clients to not only understand the current value of their business but also how value can be enhanced over time. Mike’s career has focused on working with privately held businesses in a variety of industries, including infrastructure, construction, real estate, oil and gas services, renewable energy, and professional services. In addition to working with business owners, Mike and his team also provided financial reporting support, litigation support, transaction support, forensic, and loss quantification services.
A lifelong Calgarian and third-generation accountant, Mike strongly believes in giving back to both his profession and community. Mike currently serves on the Board of Governors for the Lindsay Park Sports Society and was previously a founding director of BodyWhys Youth Canada, a charity focused on eating disorders in youth.
PATRICE DUMAIS
CPA, CFA, ASA, CBV
Quebec Region
EY
Partner
Montreal, QC
CPA, CFA, ASA, CBV
JAMES DYACK
CPA, CMA, P.Eng., MBA, CBV
At-Large
MNP
Partner, Valuation and Litigation Support Practice
Calgary, AB
CPA, CMA, P.Eng., MBA, CBV
BRIAN GIBSON
CPA, CA, CBV
Western Region
Davidson & Company
Valuation and Advisory Principal
Calgary, AB
CPA, CA, CBV
Brian has over 10 years of Valuation and Advisory experience and was the practice leader for private company valuations in the Calgary office of a national accounting firm, working with owners of private business and their professional advisors. In this role he has been involved with a wide cross-section of clients, from owner-managed business seeking to understand the value drivers of their business, to public companies completing transactions in excess of $20.0 billion USD in transaction value.
Brian has an extensive background in valuation for financial reporting, including fair value issues related to purchase price allocations, fair value of intangible assets, valuation of financial instruments and derivatives, goodwill impairment and valuation of investments held by private equity firms.
Brian’s prior experience also includes 10 years in mid-size accounting firms, serving as an audit manager for public and private companies before transitioning to assist a valuations practice focused on small businesses.
Brian has been involved with the CBV Institute as an instructor for the Valuation for Financial Reporting elective course offered to CBV students, as well as serving as a chair of the Professional Practice and Standards Committee. In addition, Brian has been a CBV Institute Congress organizer, a speaker on VFR topics at the CBV Institute VFR symposium and National Congress, and participated in the creation of a valuation course in conjunction with the Chartered Professional Accountants of Canada.
TREVOR HOOD
CPA, CA, CFF, CBV
Ontario (excluding GTA)
SB Partners LLP
Partner
Burlington, ON
CPA, CA, CFF, CBV
Trevor’s career has focused on the area of family law, and his expert testimony has been well tested in court. He works closely with the Halton, Peel and Hamilton Law Associations running workshops for lawyers to reinforce the importance of Business Valuations in family law matters.
In addition to the area of family law, together with his team of six, Trevor specializes in mergers and acquisitions, and income tax and succession planning related valuations with a focus on private enterprise.
On top of his caseload, Trevor has been an active participant across various committees within the CICBV prior to joining the Board. He is a current member of the Board of the Flamborough Girls Hockey Association and is active with the campaign cabinet of the United Way of Hamilton and Halton.
KEVIN HUTCHINSON
CPA, CA, FRM, CBV
At-Large
OMERS
Senior Vice President, Investment Finance – Valuations
Toronto, ON
CPA, CA, FRM, CBV
Prior to joining OMERS, Kevin was a Partner within the Valuation Services Advisory Practice at KPMG LLP in Toronto. In this role, he provided valuation services to both private and public companies as well as pension plans for various purposes, including financial reporting, fairness opinions, M&A transactions, and corporate tax planning.
Kevin has over 10 years of experience in performing private asset valuations across a broad spectrum of industries, asset classes and financial products. He is passionate about the valuation profession and has previously served on several advisory councils and working groups of the CBV Institute.
Kevin has a Bachelor of Commerce Degree (Honours) from Queen’s University. In addition, he is a Chartered Accountant (CPA, CA), Chartered Business Valuator (CBV), and holds the Financial Risk Manager (FRM) professional designation.
CORINNE LARKIN
CPA, CA, CBV
Atlantic Region
Grant Thornton
Principal
Halifax, NS
CPA, CA, CBV
Corinne graduated with a Bachelor of Commerce from Saint Mary’s University in Halifax in 2003. She obtained her Chartered Accountant (CA) designation in 2008 and her Chartered Business Valuator (CBV) designation in 2015. Prior to joining Grant Thornton, Corinne worked at a large public accounting firm on their valuation team, and at a local firm in their assurance group.
Prior to becoming a board member, Corinne served on several community boards and supported the CBV Institute through committee involvement.
DENNIS LEUNG
CPA, CA, CF, CBV
At-Large
Grant Thornton LLP
Partner, National Valuation Practice Leader
Toronto, ON
CPA, CA, CF, CBV
Dennis has prepared valuations for the purpose of determining fair value in shareholder disputes, income tax planning, financial reporting, shareholder transactions and assessing the transaction fairness by way of the preparation of a fairness opinion. As it relates to litigation support, Dennis has prepared reports for the purposes of quantifying business losses, and has experience providing expert evidence at court, arbitration and mediation.
Dennis holds a Bachelor of Commerce from the University of Toronto. He is a Chartered Business Valuator (CBV), Chartered Professional Accountant, and a holder of the Corporate Finance Qualification.
His current and prior involvement with the CBV Institute includes the Chair of the Marketing Committee and Advisory Council, a member of the Communication Committee, National Congress Planning Sub-Committee, and a course leader.
Dennis has been a speaker at several conferences and seminars on the topic of business valuation.
LARA PEREIRA
CPA, CA, CBV
At-Large
McGill University
Controller
Montreal, QC
CPA, CA, CBV
AMANDA VELLA
MPAcc, CPA, CA, CBV
At-Large
Vytal Filtration Technologies
Chief Financial Officer
Edmonton, AB
MPAcc, CPA, CA, CBV
Amanda has over 20 years of specialized experience in finance leadership, business advisory, strategic and financial planning, corporate finance and executive coaching. Her previous roles have included Head of Business Consulting for ATB Financial, Vice President of Finance at SCM Insurance Services and senior advisory roles at EY and Grant Thornton. Amanda is a Chartered Professional Accountant, Chartered Accountant, Chartered Business Valuator and a Certified Executive Coach. She has a Master of Professional Accounting from the University of Saskatchewan and a Bachelor of Business Administration from Acadia University.
Amanda is actively involved in the community serving on the Board of Directors of Financial Executives International Canada (FEI Canada) and the Board of Directors of the CBV Institute. She also volunteers as the student coordinator and a flight instructor for the Edmonton Soaring Cl.
PATRICK COADY
FCPA, FCA, FCBV
Past Chair
KPMG
Partner
Toronto, ON
FCPA, FCA, FCBV
Patrick directs a dedicated team of professionals dealing with a full range of complex commercial transaction and valuation issues in the context of mergers and acquisitions, divestitures, financing transactions, re-organization, joint ventures and disputes. He has been qualified as an expert witness in the Ontario Court (General Division) and has varied experience in business valuations, litigation support services and mergers & acquisitions.
Patrick is a Chartered Business Valuator and the Canadian representative on KPMG’s Global Valuation Committee, and Co-Chair of the firm’s Global Data Analytics & Technology Committee that addresses integrated services with other aspects of Deal Advisory related to valuations across our global practice. He works cross-sector and has extensive global valuation and financial modeling experience having acted for major public corporations in assignments based in Canada, United States, Brazil, Germany, Israel, Italy, Norway, Portugal, Taiwan and United Kingdom. Sector strengths include software, telecommunications, real estate, automotive, cannabis and service businesses.
Patrick has worked with a number of large public entities in addressing their business opportunities, including intellectual property migration strategies and IP asset management.