Our members possess unique talents, expertise and experience, giving our clients access to a knowledge base of considerable breadth and depth. They share with our support personnel a commitment to developing practical solutions for the business challenges of today and tomorrow.

Who can best meet your needs? We'll help you decide. The following is a list of our business advisors and their specific areas of concentration. To contact them directly by e-mail, click on their name.

 

Jacob (Jack) Altman, CA Audit, accounting and financial reporting including international accounting standards Business planning and financing Taxation - corporate and personal Turnaround management Mergers and acquisition Ordre des comptables agréés: Québec McGill University - Public Accountancy McGill University - B. Comm

 

Moses Bendayan, CFA Over a decade of M&A experience Specialized on mid-market deals with a strong Quebec based business focus Joint Venture/Partnership expertise Strong negotiation skills Guest M&A speaker for banks Equity financing between $1M to $20M Debt financing and government grants Chartered Financial Analyst - CFA - since 2000 CFA institute member in good standing CBV Candidate Licenses: CSC, CPH, DFC, DSC HEC Graduate - Honors, double major accounting/finance

Morton Benjamin, CA Commercial, industrial and health care sectors Strategic planning Resolution of shareholder disputes Structuring of cross-border transactions Purchase and sale of businesses Succession and estate planning Wealth Planning Ordre des comptables agréés: Québec 1970 Institute of Chartered Accountants of Ontario 1971 Sir George Williams University (Concordia)

Sydney H. Berger, CA Income tax planning and compliance - corporate and personal Wills and estate planning Financial and retirement planning Ordre des comptables agréés du Québec: 1976 Sir George Williams University (Concordia) - B. Comm 1974 Member of Canadian Tax Foundation

Samuel (Sonny) Bernard, CA, TEP Income tax planning and compliance - corporate and personal Wills and estate planning Estate administration Financial and retirement planning Real Estate - accounting & tax Planning GST & QST Ordre des comptables agréés du Québec: 1968 Institute of Chartered Accountants of Ontario: 1976 Society of Trust and Estate Practitioners - UK (STEP): 1999 Founding Executive Member of STEP Montreal Branch Member of Canadian Tax Foundation

Mark D. Bindman, CA Auditing Business planning and consultation Personal and corporate tax planning Accounting and audit standards Ordre des comptables agréés du Québec: 1979 Institute of Chartered Accountants of Ontario: 1983 Concordia University - B. Comm: 1977

Mario Borrelli, B.Comm, TEP Small business accounting and consulting Income tax planning and compliance - corporate and personal Personal financial planning Estate administration Member of Society of Trust and Estate Practitioners (STEP): 1999 McGill University - Public Accountancy: 1982 McGill University - B. Comm: 1979

Lynn H. Efros, CA Not for profit and health care Auditing and financial reporting Accounting and auditing standards Business planning and consulting Tax planning - personal and corporate Ordre des comptables agréés du Québec Institute of Chartered Accountants of Ontario McGill University - Diploma in Public Accountancy Concordia University - Bachelor of Commerce

Ronald E. Gallay, FCA Taxation Mergers and acquisitions Estate planning Ordre des comptables agréés du Québec: 1957 Fellow of the Ordre des comptables agrée du Québec: 1988 Institute of Chartered Accountants of Ontario: 1967 McGill University - B. Comm: 1954

Gwenn H. Garonce, CA Auditing, accounting and financial reporting Business planning and consulting Tax planning - corporate and personal Professional development and staff training Ordre des comptables agréés du Québec: 1996 Concordia University - Diploma in Public Accountancy: 1995 Concordia University - Bachelor of Commerce: 1993

Suzanne Grant, CA Accounting, auditing and financial reporting Business planning and consultation Personal and corporate tax planning Professional development and staff training Ordre des comptables agréés du Québec: 1993 Mcgill University - Public Accountancy: 1992 Concordia University - B.A: 1989

Harold S. Greenspon, CA Auditing Business consultation Personal financial planning Estate planning Financial and retirement planning Ordre des comptables agréés du Québec: 1960 Institute of Chartered Accountants of Ontario: 1976 McGill University - B. Comm 1958 - Graduated with distinction Recipient of the Lieutenant Governor Silver Medal for Second Highest Standing in Québec

Clifford Herer, CA Accounting and auditing Management consulting Taxation Primary and secondary financing Ordre des comptables agréés du Québec: 1987 McGill University - Public Accountancy: 1986 Concordia University - B. Comm: 1983

Martin M. Isaif, MBA, CA Business valuations Business planning and consulting Audit, accounting and financial reporting Ordre des comptables agréés du Québec: 1977 Sir George Williams University (Concordia) - B. Comm: 1970 Syracuse University - MBA: 1972

Irving Kaplan, CA Corporate and personal tax planning Mergers and acquisitions Family business consulting Ordre des comptables agréés du Québec: 1961 Sir George Williams University (Concordia) - B. Comm 1961

Abraham (Abbey) I. Kreisman, CA Forensic and investigative auditing Estate planning Mergers and acquisitions Business start-ups and financing Ordre des comptables agréés du Québec: 1964 Sir George Williams University (Concordia) - B. Comm: 1961 Certified Fraud Examiner: 1994

Brian Kreisman, CA, CFE, CA·IFA Fraud investigation Litigation support Bank due diligence auditing Business planning and consulting Concordia University - B. Comm: 1991 McGill University Honors List Graduate Diploma in Public Accountancy Ordre des comptables agréés du Québec: 1994 Association of Certified Fraud Examiners: 1996 Canadian Institute of Chartered Accountants Alliance for Excellence in Investigative and Forensic Accounting: 2001

David Lesser, CA Business planning and consulting Auditing Tax planning - personal and corporate Ordre des comptables agréés du Québec: 1983 Concordia University - B. Comm: 1981

Nick Lombardo, CA Accounting, auditing, and financial reporting Personal and corporate tax planning and preparation Business planning and consulting Institute of Chartered Accountants of Ontario Carleton University – Bachelor of Commerce

Michael B. McCrann, CA Accounting and auditing Taxation Corporate restructuring Mergers and acquisitions Finance Recruiting Management consulting Ordre des comptables agréés du Québec: 1987 McGill University - Public Accountancy: 1987 Concordia University - B. Comm: 1985

 

Alison Miller, CA Auditing, accounting and financial reporting Tax planning - corporate and personal Business planning and consulting Professional development and staff training Ordre des comptables agréés du Québec: 1999 Concordia University - B. Comm.: 1994

Mathieu Ouellette, CA, L.L.M. Tax Corporate and business tax consulting Reorganizations Structuring of cross-border transactions Non-resident & dual resident personal income tax Ordre des comptables agréés du Québec: 2004 HEC Montreal - Master of Taxation: 2004 HEC Montreal - D.E.S.S Public Accounting: 2001 HEC Montreal - B.A.A.: 2000

 

Louis Ruta, CA Managing Partner Government grants, tax credits, loans, and other financial assistance Business planning and financing Business turnaround Accounting and auditing Ordre des comptables agréés du Québec: 1984 McGill University - B. Comm: 1982

Derek Silverman, CA Estate administration Business consultation Personal financial planning Business planning and consulting Tax planning - personal and corporate Ordre des comptables agréés du Québec: 1986 McGill University - B. Comm: 1984