Institute Leadership

Chris is a valuation and damages expert focusing on corporate/commercial, securities, tax, and restructuring disputes. He draws upon his extensive corporate finance and M&A transaction advisory experience to bring a real world perspective to complex financial issues.

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 is a member of the Valuation & Litigation Support practice, which is part of KPMG’s Deal Advisory Group. She has over 15 years of experience in the areas of business valuations, assurance, and finance.

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 specializes in the quantification of damages, business valuations and forensic accounting. His practice has been focused exclusively in this area since 2001. In 2013, Prem was named the “Top Chartered Business Valuator under 40” by the Canadian Institute of Chartered Business Valuators (“CICBV”) and in 2014 and 2016, he was awarded the Communicator Award by the CICBV. Prem is located in Toronto, Ontario, but his practice has encompassed various jurisdictions across Canada, the US, Europe, South America and the Caribbean.

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.

Mike is currently the Chief Financial Officer at Petwin Bancorp Inc., where he oversees a range of investments in the private equity and real estate sectors across Canada and the United States.

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 is a partner at EY, specializing in valuation, litigation, and financial modeling. For nearly 25 years, he has dedicated a major part of his time to advising clients on mergers and acquisitions, due diligence, business valuation, financial analysis, and quantification of financial damages. In January 2010, he was transferred to PwC’s New York offices for nearly three years, where he led several projects for American and international clientele in the field of large-scale international valuation and transactions. He regularly works with legal professionals and advises companies on valuation and strategy during transactions. Patrice has been involved in, or has overseen the production of, over sixty valuation reports and financial damages quantification reports each year for the last 25 years. He has also carried out numerous mandates and prepared reports on damage quantification or share valuation in litigation or shareholder disputes. In addition to a Bachelor of Commerce with specializations in accounting and finance, Patrice holds the Chartered Professional Accountant (CPA), Chartered Financial Analyst (CFA), Chartered Business Valuator (CBV) designations as well as the American certification of Accredited Senior Appraiser (ASA).

James Dyack is a Calgary-based Partner with MNP’s Valuations and Litigation Support practice in Alberta. With 24 years of professional services experience in business valuations and management consulting James’ focus is on valuations and advisory services related to litigation support, tax, transactions, and financial reporting. He has qualified as an expert witness in the Court of King’s Bench, has testified in Federal and Provincial disputes and numerous ADR matters, has provided expert evidence to the BC Utilities Commission, and has represented clients in disputes with the Canada Revenue Agency. James spent 16 years with one of the Big-4 firms in roles from senior consultant through partner across Canada in Toronto, Halifax and Calgary. Between 2013 and 2016, James owned and operated an oilfield services and a boutique advisory firm – advising on transactions, valuations and litigation matters. James is also a professional engineer (Ontario) and was a nuclear design engineer with Atomic Energy of Canada and Babcock & Wilcox before pursuing his MBA.

Trevor is a Partner at SB Partners LLP and President of SB Partners Valuations Ltd. Based in Burlington; he supports clients across Southern Ontario. Trevor is a Chartered Professional Accountant (CPA), Chartered Business Valuator (CBV), and is certified in Financial Forensics.

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 leads the OMERS private investment valuation team with focus on the infrastructure and private equity asset classes. He is responsible for leading all activities supporting the valuation and analysis of the infrastructure and private equity portfolios.

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 is a member of the Advisory Services practice at Grant Thornton LLP and is based in Halifax, Nova Scotia. Specializing in valuation for financial reporting, business valuations, litigation support and loss quantification, her depth of expertise comes from over 16 years of servicing clients. She also helps clients understand the value of their business, including their intangible assets, meet their financial reporting requirements and other valuation needs.   Her client base includes small-and medium- sized entities and large public companies across a wide range of industries.  

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 is a partner and the National Valuation Practice Leader at Grant Thornton, based in Toronto. He has experience performing business valuation and litigation support services for both private and public companies, across a broad range of industries.

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 is the Controller at McGill University where she is committed to providing progressive and prudent management of the university’s financial resources. Lara is also dedicated to leveraging her accounting, finance, valuations, and transactions experience in working with organizations that are realizing big visions. In her previous role as a Vice President in the Valuations group at PwC in Montreal, Lara advised business, both public and private, on business and intangible asset valuations, primarily for transactions and financial reporting purposes. Lara also provided loss quantification services for litigation purposes, primarily in the context of shareholder disputes. Lara has broad cross-sector experience, with a concentrated depth in the real estate, higher education, media, and technology industries. Lara is also a frequent public speaker and an instructor of business valuation courses.

Mackenzie is the Managing Partner of Kalos LLP and co-founded the firm to fulfill her vision of adding value to the mid-market. She has advised on 350+ deals for $65 billion+ in transaction value. She has executed deals and valuations throughout North America, Europe and Asia in the energy, healthcare, industrial, retail and technology sectors. In 2021, she was recognized as one of the Top 100 Finance Professionals in the world by The Top 100 magazine based out of New York City.

Prior to founding Kalos, she was a Global Investment Banker at Scotiabank and a lead Financial Due Diligence Manager at Ernst & Young LLP (“EY”). Mackenzie is also a former competitive hockey player, having represented Canada in international competition as the starting goaltender.

Michael Sileika is MNP’s National Lead Partner for Valuation and Litigation Support Services. With over 25 years of experience, he specializes in valuations for mergers and acquisitions, litigation support, economic loss quantification, fairness opinions, and financial reporting. Michael established MNP’s Valuations practice in BC in 2010, growing it into a 14-member team, and became the national lead in 2019, driving expansion across Canada. He holds a BA in Economics from the University of Western Ontario and earned his CPA and CBV designations in 1999 and 2002, respectively. He has also served on several nonprofit boards and committees, including the CICBV Congress organizing committee.

Ivy is a Managing Director in the Damages & Valuation practice at Secretariat Advisors (Canada) Ltd., bringing over 15 years of professional experience in business valuation, damages quantification, financial advisory, forensic investigations, and commercial litigation support. Ivy has led the preparation of damages quantification analyses and expert reports for complex litigation and arbitration matters, including high-profile cases involving multi-billion-dollar claims.

Ivy has participated in mediations, arbitrations, and settlement discussions, and has provided expert testimony in court. Known for her analytical rigor, professionalism, and collaborative approach, Ivy is a trusted advisor to clients and a valued leader within Secretariat.

Amanda is the Chief Financial Officer at Vytal Filtration Technologies, a rapidly growing private equity-backed consolidator of filtration companies across North America.

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.