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 10 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.

Vivian has more than 25 years of experience providing business valuation, litigation support and expert witness services. She is qualified as an expert and has testified before the Ontario Superior Court of Justice and various arbitration tribunals in business valuations, income determinations and related matters. Vivian has also served as a mediator on many financial matters.

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 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.

Brian is a Principal in with the Davidson & Company’s Valuation and Advisory practice, and is located in Calgary, Alberta. Brian currently works on a variety of engagements including financial reporting work, litigation support and valuations in connection with tax planning or restructuring.

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 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.

Amanda leads ATB’s business consulting practice. She brings more than 18 years of specialized experience in finance leadership, business advisory, strategic and financial planning, corporate finance and executive coaching to the practice. She supports clients with her deep understanding of complex business scenarios, including business valuation, transition planning, value acceleration and leadership coaching.

Amanda is a Chartered Accountant, Chartered Business Valuator, Certified Exit Planning Advisor, Certified Value Builder 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. Prior to ATB, she was VP Finance at a large international private company and held senior advisory roles at EY and Grant Thornton.

Amanda is actively involved in the community serving as President of the Edmonton Chapter of FEI, Chair of the FEI Private Company – Entrepreneur Succession Committee, the Board of Directors of the CBV Institute and the Board of Directors of Alberta Lung. When she’s not working, you can find her training for triathlons, trail running, golfing and flying gilders.

In 2014, Avenue Magazine recognized Amanda as being one of Edmonton’s Top 40 Under 40.

Patrick is a Partner in KPMG’s Deal Advisory Services practice in Canada and a Managing Director of KPMG Corporate Finance Inc. based in their Ottawa office from which he serves primarily Eastern Ontario. He completed a secondment to KPMG’s U.S. Valuation Services practice where he worked exclusively in the high technology and intellectual property area in KPMG’s Chicago and San Francisco offices.

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.