Anish Chopra, FCPA, FCA, FCBV, CFA
Anish is a Managing Director and Portfolio Manager covering global equities and fixed income at Portfolio Management Corporation, a boutique investment management firm that provides professional discretionary portfolio management services to individuals, families, corporations and institutions. Prior to this, Anish led the Innovative Solutions Group at TD Asset Management where he held the position of Managing Director and Lead Portfolio Manager. In this key strategic role, he provided oversight for a team of 30 investment professionals with $100 billion in assets under management which included synthetics, derivatives, quantitative, passive and fundamental mandates. Anish also held numerous other roles at TD Asset Management including leading investment teams and serving as Lead Portfolio Manager of a number of successful TD Mutual Funds including the TD Canadian Value Fund and high net worth and institutional mandates.
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.
Luc Lafontaine, CPA, CA, CF, CBV
Luc is a partner in Deloitte’s Montreal office. He has been providing business and intangible asset valuation services since 1993, acting primarily as a valuation specialist on mergers and acquisition, tax reorganization, litigation (including divorce) and financial statement compliance mandates.
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.
Charlene Rodenhiser, CPA, CA, CBV
Charlene Rodenhiser specializes in business valuations and intangible assets and provides litigation services through loss quantification analysis, expert reports and expert testimony. Charlene serves small to mid sized owner managed businesses providing support related to the purchase and sale of a business, compliance-based valuation and value creation.
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.
CEO – Ex Officio
Mary Jane Andrews, FCPA, FCA, FCBV, CFF
Mary Jane Andrews is the President & CEO of CBV Institute. She is responsible for the conduct of the affairs of CBV Institute in accordance with the Institute’s By-laws, policies and procedures, working with the Board of Directors and volunteers in various committees. She is responsible for the administration, strategic plan, and overseeing the delivery of various programs and services offered by CBV Institute. Included in her duties is the responsibility of communications with Members and the external stakeholders, media, accounting ,legal and investment firms, as well as other organizations in the valuation profession in Canada, the United States and worldwide.
Bill Armitage, CPA, CA, CBV
Bill is a Partner in the Toronto Valuation Services Group within Ernst & Young LLP and has more than twenty two years of professional experience. Bill provides valuations and dispute resolution services for private and public companies for financial reporting, acquisitions, divestitures, fairness opinions, financings, reorganizations, dispute resolution, and option arrangements. Bill has provided expert reports for courts, arbitration and mediation on a variety of matters. During his career Bill has practice in Canada, in the United States and in Sweden within industry, boutique firm and international accounting firms.
Bill presently serves as a director on the Board of CBV Institute. Bill has previously been involved in a number of CBV Institute initiatives and continues to be on various on-going initiatives on behalf of the Institute.
Bill is a graduate of Laurentian University, a Chartered Business Valuator and a Chartered Accountant / Chartered Professional Accountant.
Amanda Vella, CPA, CA, CBV, CEPA, MPAcc
Amanda is Senior Director, Business Advisory and Transition Consultant with ATB Financial. Amanda is focused on providing tailored advice to clients on business valuation, value acceleration, effective exit strategies and long-term financial preparation for a business transaction. She provides mentoring and coaching to help business owners considering a sale through the transaction process.
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.
Richard Davies, CPA, CA, CBV, CFE, CFF
Richard is a Senior Manager at Cohen Hamilton Steger & Co. Inc. where he specializes in the areas of business valuations, the quantification of economic damages, and forensic accounting investigations. He has particular experience in business valuations and forensic accounting investigations for matrimonial and shareholder disputes, as well as complex commercial litigation including breach of contract, fraud investigations, patent infringement, and other intellectual property disputes.
Richard is a Director on the Board of the CBV Institute, and is involved in a number of its committees. He also currently sits on the education committee for the International Institute of Business Valuers, and is the past President of the Halton-Peel District CPA Association.
Richard holds a Bachelor of Accounting degree from the Goodman School of Business at Brock University. He is a Chartered Business Valuator, a Chartered Professional Accountant, a Chartered Accountant, a Certified Fraud Examiner, and is also Certified in Financial Forensics.
Susie Foley, CPA, CA, CBV
Susie is a member of the Valuation & Litigation Support practice, which is part of KPMG’s Deal Advisory Group. She has over 10 years of experience in the areas of business valuations, assurance, and finance.
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
Brian Gibson, CA, CPA, CBV
Brian is a Senior Manager in KPMG’s Deal Advisory practice in Calgary. His current practice includes a variety of engagements, including financial reporting work, litigation support and valuations in connection with tax planning or restructuring.
In his time with KPMG, Brian has developed an emphasis on 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 investments held by private equity firms. In connection with his work, Brian works with a variety 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.
Prior to KPMG, Brian spent almost 10 years in mid-size accounting firms, serving as an audit manager for public and private companies before transitioning to help start a small-business focused valuations practice within an accounting firm. These experiences helped to foster an interest in education and developing new professionals, both through mentorship in the workplace and engagement with students through various education initiatives.
Brian has been involved with the Canadian Institute of Chartered Business Valuators (“CICBV”) for the past three years as an instructor for the Valuation for Financial Reporting elective course offered to CBV students. 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.
Cameron L. McInnis, CA, CPA, CPA (Illinois)
Cameron McInnis is the Chief Accountant of the Ontario Securities Commission and is responsible for providing specialized accounting advisory services to the Commission, its senior management and staff, as well as market participants. Cameron represents the Canadian Securities Administrators on the Audit and Assurance Standards Oversight Council and is a member of the IFRS Discussion Group of the Canadian Accounting Standards Board. He is also a member of the International Organization of Securities Commission’s committee on Accounting, Auditing and Disclosure. He joined the OSC in 2001 and has served as Manager in the Corporate Finance branch of the OSC as well as Associate Chief Accountant at both the OSC and the British Columbia Securities Commission. Cameron holds a Bachelor of Commerce degree from the University of British Columbia, and qualified as a CA in Vancouver and provided audit and advisory services while working at KPMG Bermuda prior to commencing his regulatory career.
Dennis Leung, CPA, CA, CBV, CF
Dennis is a partner and the National Valuation Practice Leader at Grant Thornton, based in Toronto. He has experience performing business valuation and litigation support services for both private and public companies, across a broad range of industries.
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.
Chris Polson, MBA, CPA, CMA, CFA, CBV, CFF
Chris is a valuation and damages expert focusing on corporate/commercial, securities, tax, and restructuring disputes. He draws upon his extensive corporate finance and M&A transaction advisory experience to bring a real world perspective to complex financial issues.
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.
Kevin Hutchinson, CPA, CA, CBV, FRM
Kevin leads the OMERS private investment valuation team with focus on the infrastructure and private equity asset classes. He is responsible for leading all activities supporting the valuation and analysis of the infrastructure and private equity portfolios.
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.
Derek Sanders, CPA, CA, CBV, CFA
Derek is based in Kelowna and is a partner with Spence Valuation Group and SVG Capital Group, having joined the firms in 2011. Derek is a Chartered Accountant, Chartered Business Valuator and a Chartered Financial Analyst charterholder. He obtained his CA designation in 2003, placing 4th in British Columbia, became a CFA charterholder in 2006 and obtained his CBV designation in 2008, receiving the Canadian silver medal.
Derek has been working in the area of business valuations, mergers and acquisitions and litigation support services since 2004. Prior to joining Spence Valuation Group and SVG Capital Group, Derek worked for national firms in valuations, transaction advisory and audit roles in Kelowna, London and Vancouver.
Derek has extensive experience in the valuation of privately-held companies in support of purchase and sales transactions, shareholder disputes, corporate reorganizations and estate freezes. Derek has also prepared business valuations and guideline income calculations for family law purposes, loss quantification analyses and limited critique reports for litigation purposes and through SVG Capital Group has advised numerous business owners through the marketing and sale of their businesses.
Derek currently acts as the Treasurer of the Kelowna Art Gallery, was a member of the organizing committee for the 2013 CICBV Western Regional Conference and is also an active member of the Okanagan CFA Society. In addition, he has lectured and presented on numerous topics related to business valuations, litigation support and mergers and acquisitions including the 2014 Mini MBA for Lawyers in Vancouver and was a past contributor to the Law Society of BC in the development of its financial curriculum for the Professional Legal Training Course. In his spare time, Derek enjoys skiing, curling and is an avid golfer.
Patrick Coady, CPA, CA, CBV
Patrick is a Partner in KPMG’s Deal Advisory Services practice in Canada and a Managing Director of KPMG Corporate Finance Inc. based in our Ottawa office from which he serves primarily Eastern Ontario. He completed a secondment to KPMG’s U.S. Valuation Services practice where he worked exclusively in the high technology and intellectual property area in KPMG’s Chicago and San Francisco offices.
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.