Young Professionals in Valuation

The Young Professionals in Valuation Program is a formal program designed to bring together the next generation of valuation professionals from across Canada, to encourage member engagement, to provide networking opportunities, to assist in professional development, and to foster a sense of community through networking.
Driven by dedicated volunteers and led by the Organizing Committee, the Program is run by the profession, for the profession. The Program is for Members and Students, age 40 and under, though all are welcome to attend events.

The Program will host a series of events annually across the country, which include networking with other valuation peers as well as other like-minded professionals. 

 


Upcoming Events:

Southwestern Ontario Social

Are you a CBV or Registered Student in Southwestern Ontario? If so, come out and enjoy some food and drinks at our social event in London! This will be a valuable opportunity to meet other CBV professionals, providing you the opportunity to grow your professional network and create valuable connections. 

Where: Palasad South, 141 Pine Valley Blvd, London ON

When: Thursday, September 19th, 5:30-8:30 pm

Registration is limited to 40 so register now to secure your spot!

Past Events:

Vancouver Summer Social

On August 14th, the Young Professionals in Valuation Organizing Committee hosted an event at Rogue Kitchen & Wetbar in Vancouver. Thanks to everyone who turned out and took part in an evening of networking!

5 à 7: Valuing the Montreal Sunset!

The Young Professionals in Valuation Organizing Committee hosted a networking event on the private terrace of Hotel Nelligan on July 25. Attendees spent the evening listening to a brief talk from two experienced CBVs, expanding their professional network, and enjoying complimentary food and beverages as the sun set on the horizon. Thank you to everyone who attended!

Thursday Tapas in Toronto

On May 16th, the Young Professionals in Valuation Organizing Committee proudly hosted an incredibly successful first event for the Young Professionals in Valuation program! Thanks to all those who came out for some networking and tacos. 

 

 


Meet the 2019 Organizing Committee

 

Michael Daniels, CPA, CA, CBV

Grant Thornton, Toronto, ON

Mike’s practice includes business valuations, purchase price allocations, and audit support.

Michael.Daniels@ca.gt.com or (416) 777-6098

 

JT Dhoot, AACI, CBV

Omnis Valuations & Advisory Ltd., Calgary, AB

JT specializes in the valuation of commercial real estate and privately-held business interests.

jt@omnisvaluations.com or (403) 703-4888

 

Louise Poole, CPA, CA, CBV, CFF

Davis Martindale, London, ON

Louise specializes in business valuations for matrimonial and litigation support, tax and estate planning, mergers and acquisitions, financial reporting and economic loss quantifications.

lpoole@davismartindale.com or (416) 840-8050 ext. 1242

 

Mike Reinhardt, CPA, CA, CBV

KPMG LLP, Toronto, ON

Mike is part of KPMG’s Forensic and Dispute Advisory practice, where he practices mainly in the areas of disputes and litigation support.

msreinhardt@kpmg.ca or (416) 777-8869

 

Lucas Terpkosh, CPA, CA, CBV, CFF

Blair Mackay Mynett Valuations Inc., Vancouver, BC

Lucas specializes in valuation and litigation support services of both large public companies as well as shareholdings in closely held private companies. His valuation analyses have been used in the context of M&A, shareholder disputes, matrimonial disputes, financial reporting, and corporate reorganizations.

lucas@bmmvaluations.com or (604) 697-5286

 

Ian Wooden, CBV, MRICS

IJW & Co., Montreal, QC

Ian is the Managing Director and CEO of IJW & Co., and advises Canadian and global corporations with business services including cross border M&A, valuation, management buyouts, and corporate finance. ‎Ian is also the co-founder and was a board member of the M&A Club.

iwooden@ijw.ca or (514) 991-3273

Volunteers

There are many ways to be involved in the Program. We are always looking for local volunteers. If you have a great idea for an event in your city, please contact us, or any member of the Organizing Committee.

We will also periodically send out surveys to gather your thoughts and ideas!

Contact Us & Feedback

If you have any questions or comments or wish to volunteer, feel free to reach out!

Catalina Miranda, CPA, CA, CBV

Director, Professional Practice

catalina.miranda@cbvinstitute.com  – (416) 613-0300

Kevin Floether

Communications Coordinator

kevin.floether@cbvinstitute.com – (416) 613-9557