FCPA, FCA, FCBV, CFA
Portfolio Management Corporation
Managing Director & Portfolio Manager
Anish holds both a Bachelor of Arts and a Masters of Accounting (Gold Medalist) from the University of Waterloo. He is a Chartered Professional Accountant (FCPA, FCA) as well as a CFA charterholder. He also holds the Chartered Alternative Investment Analyst designation, is a Chartered Business Valuator (Canadian Gold Medalist) and holds FCBV honours as a Fellow of CBV Institute.
Anish is actively involved in the community including as a member of the Investment Committee of the Lawson Foundation and a past member of the Ontario Judicial Council. Anish also served as Chair of CFA Society Toronto and was a member of the Canadian Accounting Standards Board
CPA, CA, CF, CBV
He has worked as an asset and business valuation specialist for large and medium-sized companies in various sectors of the economy, including the technology, media and telecommunications and health sectors.
On many occasions, he has been asked to serve as guest speaker on various topics related to business and intangible asset valuation. Luc is also a business and intangible asset valuation instructor for CPA Quebec.
Luc obtained a bachelor’s degree in business administration from Université du Québec en Outaouais (Hull) in 1990, received his CPA, CA designation in 1992, and has held the Chartered Business Valuator designation since 1995.
CPA, CA, CBV
ChartingValue Advisory Services Inc.
Charlene graduated with a Bachelor of Commerce from Saint Mary’s University in Halifax in 1996. She obtained her CA designation in 1999 and her CBV designation in 2003. She is a member of the Institute of Chartered Accountants of Nova Scotia and the Canadian Institute of Business Valuators.
Charlene has served on various committees of the CBV Institute including: Accreditation, Professional Development (as Chair), Professional Practice Standards (as Chair) and Marketing. Charlene is past Treasurer of the Hammonds Plains Consolidated School’s Parent Teacher Association.
CPA, CA, CBV, CEPA, MPAcc
Senior Director, Business Advisory and Transition Consultant
Amanda has over 15 years of experience in finance leadership, business advisory, strategic and financial planning, corporate finance and business valuations. Prior to joining ATB, Amanda was Vice President Finance of a large, acquisitive, international insurance service company and held transaction advisory roles at Grant Thornton and Ernst & Young LLP.
Amanda is a Chartered Accountant, Chartered Business Valuator and a Certified Exit Planning Advisor.
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 the Lung Association of Alberta and NWT and the Edmonton Chapter of FEI (Financial Executives International). She has previously served on the Boards of YWCA Canada and YWCA Edmonton. For over ten years, she was actively involved as an officer in the Royal Canadian Air Force where her focus was teaching flying in the Air Cadet program. Amanda has created content and lectured on the topics of accounting and business valuations for the CA School of Business and at Grant MacEwan University.
In 2014, Avenue Magazine recognized Amanda as being one of Edmonton’s Top 40 Under 40.
CPA, CA, CBV
Davidson & Co
Valuation and Advisory Principal
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.
CPA, CA, CBV, ASA, CFF
Partner, Leader for Valuations, Quebec
Since 2000, Catherine has specialized in business and securities valuation and financial litigation support, performing numerous valuations of businesses, business ownership interests, securities and intangible assets. She has provided services in the context of business combinations; private placements; corporate and financial reorganizations; fair value measurement of assets and liabilities for purchase price allocation and annual impairment testing for financial reporting purposes; and for various other purposes such as income tax, financing, shareholder disputes and quantification of economic damages.
Catherine has performed valuations for public and private companies in a wide range of industry sectors as well as for governmental entities and has been recognized by the courts as an expert in business valuation. She has authored numerous technical articles and given presentations at various conferences on business valuation and financial topics.
She served on the Board of Directors of the CBV Institute from 2014 to 2017 and was Chair of its Marketing and Communications Advisory Council for two years. For four years, Catherine was a member of the Editorial Review Board of Business Valuation Review, a quarterly journal of the Business Valuation Committee of the American Society of Appraisers (ASA). Catherine has served on the Eastern Canadian Chapter of the ASA as well as the Montréal Workshops committee of the CBV Institute.
CAMERON L. MCINNIS
CA, CPA, CPA (Illinois)
Ontario Securities Commission
MBA, CPA, CMA, CFA, CBV, CFF
Partner, Advisory & Disputes
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.
CPA, CA, CBV, CF
Grant Thornton LLP
Partner, National Valuation Practice Leader
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.
CPA, CA, CBV, FRM
Vice President, Investment Finance – Valuations
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.
FCPA, FCA, FCBV
KPMG Corporate Finance
Partner, Managing Director
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.
CPA, CA, CFF, CF, CBV
Renata’s career has encompassed working with professional service firms, including KPMG (Bermuda office) and Raymond Chabot Grant Thornton (Montréal office) as well as asset management companies, including the Caisse de dépôt et placement du Québec (based in Warsaw and Paris) and Russell Investment Group (based in Paris).
Renata has lectured at McGill University, in Financial Accounting in the Graduate Diploma in Public Accountancy program and in Business Valuation in the Professional Development Certificate in Business Valuation. She has presented at numerous conferences in Europe and North America with respect to valuations, forensic accounting and private equity.
Renata has been a member of the Investment Committee of several private equity funds and an Advisory Board member of a pension fund manager. She has been a member of the Valuation Committees of Investissement Québec and PSP Investments, and is currently a member of several Valuation Committees of the BDC.
Renata holds a Bachelor of Commerce from Concordia University and a Graduate Diploma in Public Accountancy from McGill University. She is a Chartered Professional Accountant and Chartered Business Valuator, and a holder of the Corporate Finance and Certified in Financial Forensics qualifications.
Renata’s involvement with the CBV Institute includes participation in the organizing committees of two Annual Conferences.
CPA, CA, CBV, CFE, CFF
Rick holds a Bachelor of Accounting degree from the Goodman School of Business at Brock University. He is a Chartered Business Valuator (CBV), a Chartered Professional Accountant (CPA), a Chartered Accountant (CA), a Certified Fraud Examiner (CFE), and is also Certified in Financial Forensics (CFF).
CPA, CA, CBV
British Columbia Region
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
DR. CHRISTINE SAWCHUK
CPA, CA, CBV, MEd, EdD
President & CEO