Person Type: Spotlight Member

As a Partner at Baker Tilly WM LLP, Simi provides audit services to publicly listed entities and has extensive expertise in various specialty services including business valuations, business acquisitions, valuations for financial reporting, and litigation support. She actively contributes to the profession as a member of CBV Institute’s Emerging Leaders in Valuation Organizing Committee. How…

Jennifer Lynch is a highly qualified expert witness in forensic and investigative accounting. As a Chartered Professional Accountant (CPA), Certified Management Accountant (CMA), Certified Fraud Examiner (CFE), Certified Forensic Investigator (CFI), and Chartered Business Valuator (CBV), she offers a broad range of services to her clients. With extensive experience providing expert testimony in numerous trials,…

Jeffrey Wong, Vice President at RBC Capital Markets, brings a wealth of expertise in business valuations and financial transactions to his role. Jeffrey’s unique skill set enables him to wear the hat of a valuator when evaluating investment opportunities. This involves a holistic approach, considering not only financial aspects but also operational segments to ensure…

Katelyn Rogers started her CBV journey in 2018 shortly after transitioning to the Grant Thornton LLP transactions team. Prior to this, she spent several years in the firm’s assurance group working in the audit practice space, where she obtained her CPA designation. Although her experience in audit provided valuable insights into financial reporting, she found…

Kshitij Patel serves as Vice President at 73 Strings where she is valued as a valuation expert. She spearheads efforts in tech valuation innovation and plays a pivotal role in the company’s strategic growth initiatives. With a career spanning over a decade as a valuation professional, Kshitij has cultivated her expertise in complex valuation methodologies,…

Alex is a Director, Inspections at the Canadian Public Accountability Board (CPAB), Canada’s independent, public company audit regulator. He has more than 15 years of experience in various roles in assurance, valuations and financial reporting. His current role is focused on conducting CPAB inspections and supporting CPAB’s inspection teams on forward-looking estimates.Before joining CPAB, Alex…

Igor Kostioutchenko is a seasoned professional with an impressive array of credentials, including CPA, CIA, CFE, and CBV. As a partner at Kostioutchenko and Patel CPAs Professional Corporation, a boutique public accounting firm in Toronto, Igor leverages his extensive experience to provide a comprehensive suite of services to clients, ranging from historical financial reporting to…

Anna Zwolinska is a seasoned Chartered Business Valuator (CBV) and transfer pricing specialist with extensive experience in international taxation. With a strong foundation in economics, knowledge of transfer pricing and valuation, as well as understanding of complex cross-border financial and business structures, Anna excels in providing insightful solutions to challenging valuation and tax cases. Currently,…

With a distinguished career spanning over three decades, Gord McFarlane has been at the forefront of mergers and acquisitions (M&A), business valuations, and transaction advisory services, playing a pivotal role in shaping mid-market transactions across diverse industries. Passionate about strategic growth and organizational development, Gord has built a reputation for fostering strong, trusting relationships in…

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 and over $60 billion in transaction value. She has executed deals throughout North America, Europe and Asia in the energy, healthcare, industrial, retail and technology sectors. In…