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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


  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


  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


  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


  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


 
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