We're small. And the distinct advantage of the smaller firm is that we get close to our clients. That way, we provide  responsive, targeted advice that is specific to your situation.  Our team has the experience to provide you with practical solutions to even the most complex problems.

David W. Davies, FCA, CBV

A  Chartered Accountant and Chartered Business Valuator, David has been working in the field of tax planning for over three decades.

He was a partner of one of Canada’s largest chartered accounting firms, where he became Senior Tax Partner and Chairman of the firm’s National Tax Committee.

He also managed the Toronto tax practice of 10 partners and staff and served as Tax Partner for several small offices in remote communities.

David is a former Governor of the Canadian Tax Foundation, President of the Estate Planning Council Toronto and a Director of the Canadian Institute of Chartered Business Valuators.  He served as Chairman of the General Legislation Committee of the Institute of Chartered Accountants of Ontario and as a member of the Institute’s Tax Committee.  He was also a member of the Tax Policy Committee of the Canadian Chamber of Commerce.

Wayne C. Matheson CA

A Chartered Accountant, Wayne has been working in the field of commodity taxation for more than three decades.

He was a partner and National Director Commodity Taxes of a big four accounting firm.  From 1967 to 1980 he was with Revenue Canada – Customs and Excise where he became Director of Tax Interpretations and after serving as Chief of Audit Ottawa and Regional Director, Prairies.

He is a former Chairman of the Tax Policy Committee of the Canadian Chamber of Commerce.  He also served as Chairman CICA Professional Development Committee and co-chaired and lectured in the in-depth GST Commodity Tax Course.