Founded in 1982, we have offices in Toronto and Milton. For over 35 years we have been providing advice to business owners, high net worth individuals and public companies. We are committed to achieving the highest level of client satisfaction and believe that our team-based approach maximizes the value of the services we provide to our clients.
In today’s competitive marketplace, relationships play a major role in choosing your business advisors. You must feel confident in their technical abilities, but even more importantly, you should enjoy working with them and be comfortable enough to trust them with sensitive information. Our business model revolves around long-term relationships because we believe that a long-term relationship provides the foundation for superior advice.
To get started, please contact Jennifer Sutherland for a free consultation at firstname.lastname@example.org or call the number below to discuss your needs.
Partners and Principals
We leverage all of our partners’ knowledge and support their decision-making abilities with our dedicated team.
This approach enriches the quality of our technical work while ensuring multiple sources within our office are able to quickly and thoughtfully respond to you.
"I love working here because of the diversity of the work that I do. Over the years, I have had the privilege of taking a number of companies public and have also served as a director and senior officer for many of them. On the private company side, I specialize in strategies which integrate our clients’ business and personal goals, and serve as a high-level consultant who deals with our clients’ financial and operational issues. I also specialize in cross-border structures and planning."
After spending nearly a decade as an entrepreneur, Paul joined the firm in 1999 and currently serves as the firm’s Managing Partner. A graduate of the University of Toronto, Paul placed third in Canada on the Uniform Final Examinations and currently holds Chartered Professional Accountant (Canada) and Certified Public Accountant (United States) designations.
"I love working here because every day there’s a different challenge to overcome, a different question to be answered. I specialize in public company operations, including quarterly financial statements, management discussion and analysis, and IFRS. I also work with owner-operated businesses, including medical, dental, veterinarian, and legal professionals, as well as providing assurance services to many of our clients."
A graduate of the University of Western Ontario, Mike joined the firm in 2004 and became a partner in 2012. He holds both the Chartered Professional Accountant (Canada) and Certified Public Accountant (United States) designations.
"I love working here because of the people; our staff is great and it’s a fun but demanding place to work. I specialize in United States taxation, cross-border tax planning and business structures. Solving complicated tax-related problems is always thrilling. I also work with professionals from various industries, and a wide variety of business owners and individuals. Each client is unique, which keeps me engaged every day."
Lori joined Forbes Andersen LLP in 2005 after graduating from the University of Western Ontario. A world traveler, Lori brings her inquisitive nature to work every day. She holds the Chartered Professional Accountant (Canada) and the Certified Public Accountant (United States) designations.
"I love working here because we can help our clients manage and grow their businesses and estates over the long term. I specialize in every aspect of the media industry from maximizing tax credits to overseeing and training production accountants or correcting their work, to creating/managing the financing, applications, certificates and tax credits process. I also serve as a high-level consultant who deals with clients’ financial and operational issues. My team continuously helps clients throughout the year, allowing them to create exciting and innovative content instead of worrying about the back office."
A graduate of Ryerson University, Glen joined the firm in 1999 for a seven year stint, and again in 2018 when he became a partner. He holds a Chartered Professional Accountant (Canada) designation, after his Certified Management Accounting designation merged with the other accounting designations in 2014.