Biography

Edwin is the Managing Partner and co-founder of Freelandt Caldwell Reilly and truly embodies what it means to lead by example. He sets his own standards of achievement exceptionally high and encourages those around him to do the same. An entrepreneur at heart, Edwin’s core competency is working with business owners of small and mid-market enterprises in an advisory capacity. With over 35 years of experience to his credit, Edwin is proactive in his identification of client needs and opportunities drawing on his expertise in accounting, assurance, tax and business succession planning. Although Edwin practices across many public accounting disciplines, his competitive edge lies in transaction advisory. He continues to push the envelope in client service, working with decision-makers on merger and acquisition activities, capital structuring and financing, purchase and divestiture deals, due diligence processes, risk management and organizational management advisory.

Edwin is driven by a commitment to excellence, a commitment that is evident in every aspect of his client service, professional development, mentorship initiatives, volunteer contributions and family life.
.

Industry Expertise

• • Mining and Metals
  
• • Business Services
  
• • Construction – Commercial
  

Professional Expertise

• • Professional Services
  
• • Construction
  
• • Owner-Managed Businesses
  
• • Mining and Manufacturing

Education & Certifications

Institute of Chartered Accountants of Ontario (2012)
– Chartered Professional Accountant

Institute of Chartered Accountants of Ontario (1986)
– Chartered Accountant

Sir Wilfred Laurier (1983)
– Business Administration BBA

Western University (1981)
– Economics Degree

As an expert in taxation, Sam Lolas has become an acknowledged tax professional in Northern Ontario.

Biography

Calculated and astute with an accomplished eye for detail, there is no question as to why Sam is the Tax Partner at FCR. As an expert in taxation, Sam has become an acknowledged tax professional in Northern Ontario.

Sam’s ability to analyze any client tax issue and provide a comprehensive list of vulnerabilities, contingencies and mitigation opportunities continues to be an admired asset of the firm.

Extensively involved in the Firm’s practice, change and strategic management, Sam provides balance to every decision making process, lending measured insight along the way.

With over two decades of practiced tax experience, Sam works with many independently owned, owner managed businesses, offering an unprecedented depth and breadth of industry expertise. He works with organizational decision makers to provide a spectrum of personal, commercial, estate, real-estate, and commodity tax services.

Industry Expertise

• • Construction – Commercial
  
• • Business Services
  

Professional Expertise

• • Professional Corporations
  
• • Commercial Industrial
  
• • Commercial Real Estate
  
• • Owner Managed Business
  
• • Mining/Manufacturing and Construction
  
• • Public Service Organizations
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2012)
– Chartered Professional Accountant

Institute of Chartered Accountants of Ontario (1988)
– Chartered Accountant

Laurentian University (1986)
– H. B. Com. Accounting

Cleo has a creative mind when it comes to innovative tax solutions.

Biography

Every challenge faced by an FCR client is an opportunity for him to draft a uniquely engineered solution to facilitate the long-term success of Northern Ontario business owners.

Cleo drafts uniquely engineered solutions to facilitate the long-term success for Northern Ontario business owners. He enjoys the challenge of implementing client-centric solutions to minimize tax liabilities that give clients the best opportunity to grow their businesses naturally. Dedicated to his craft, Cleo keeps up to date on new tax regulations and opportunities. During his downtime, he enjoys spending time with his family and giving back to the community through grassroots golf programs.

Industry Expertise

• • Business Services
  
• • Accounting
  

Professional Expertise

• • Corporate Re-Organization
  
• • Income Taxation
  

Affiliations

• • MNO Sudbury Métis Council: member
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2012)
– Chartered Professional Accountant

Institute of Chartered Accountants of Ontario (2007)
– Chartered Accountant

Society of Management Accountants of Ontario (2003)
– Certified Management Accountant

Laurentian University (2000)
– H. B. Com. Accounting

Kirby shares his time between the Sudbury & Espanola offices lending his management & leadership skills to over 75 accounting professionals.

Biography

Born and raised in Northern Ontario, Kirby understands the importance of communities and business relationships. He is extensively involved in practice management, human resource management and strategic planning of the firm. Furthermore, he offers clients progressive, intuitive and goal oriented solutions making him one of FCR’s experts in accounting plus assurance issues. Kirby continues to contribute to many community grassroots programs.

Industry Expertise

• • Political Organization
  
• • Business Services
  
• • Non-Profit/Charitable
  

Professional Expertise

• • Not-For-Profit Organizations
  
• • First Nation Organizations
  
• • Owner Managed Business
  
• • Municipalities
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2012)
– Chartered Professional Accountant

Institute of Chartered Accountants of Ontario (1985)
– Chartered Accountant

Laurentian University (1983)
– Bachelor of Commerce

Biography

Ian is a Chartered Professional Accountant, Chartered Business Valuator and Partner at FCR with more than 20 years of experience in the accounting profession. Although Ian services many of the firms clients in an accounting and tax capacity, he specializes in valuation and transaction advisory services. Ian’s professionalism, attention to detail and ethical practises provides his clients with all the confidence and assurance to trust him with all their business accounting needs.

When not working with his clients, Ian enjoys being active with his family and celebrating the outdoor landscape of Sudbury and Northern Ontario..

Industry Expertise

• • Business Services
  
• • Accounting
  

Professional Expertise

• • Mergers & Acquisitions
  
• • Corporate Tax
  
• • Financial Analysis
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2012)
Chartered Professional Accountant

Canadian Institute of Chartered Business Valuators (2009)
Chartered Professional Accountant

Institute of Chartered Accountants of Ontario (2003)
Chartered Accountant

Brock University (2002)
H. B. Accounting

Joel has over a decade of public accounting experience providing financial advisory and assurance related services.

Biography

Joel’s expertise includes advising small to medium-sized private enterprises from a variety of industries with financial advisory, corporate taxation and assurance related services. Joel adds value to the decision-making process by helping his clients make timely and informed decisions about how to build value while mitigating risk. An entrepreneur at heart, Joel is passionate concerning client success by helping them overcome challenges, manage growth and build sustainable value. In addition to his accounting and assurance services, Joel is responsible for the firms quality control, application of the Canadian Auditing Standards, accounting frameworks and overseeing the emerging information and technology strategy.

Professional Expertise

• • Assurance
  
• • Accounting
  
• • Finance
  

Affiliations

• • Board member for the Auditing & Assurance Standards Board of Canada (AASB) (2019-2021)
  
• • CISA (2009)
  
• • CPA Canada (Since 2006)
  
• • CPA Ontario (Since 2006)
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2012)
– Chartered Professional Accountant

Information Systems Audit and Control Association (2009)
– Chartered Accountant

Institute of Chartered Accountants of Ontario (2006)
– Certified Information Systems Auditor

Carleton University (2003)
– Honours Bachelor of Commerce Accounting & Operations Management

Rick uses his expertise to advise clients on tax matters in estate planning, income tax audits, SR & ED claims, and tax planning.

Biography

While many speak to the benefits of a player’s coach, Rick demonstrates what it is to be a client’s accountant. With an approachable nature and a desire for continued learning, Rick is an integral piece of the FCR tax team, leaving no stone unturned in his pursuit to deliver the best client service.

With over two decades of experience with the Firm, Rick uses his tax expertise to advise clients on all tax matters in estate and succession planning, income tax audits, SR & ED claims, tax planning and transactional accounting.

Professional Expertise

• • Accounting
  
• • Tax Planning
  
• • Income Tax Audits
  
• • Estate Planning
  
• • Succession Planning
  
• • SR & ED claims
  
• • Transactional Accounting
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2012)
– Chartered Professional Accountant

Institute of Chartered Accountants of Ontario (2010)
– Advanced Tax Issues for the Owner Managed Business

Institute of Chartered Accountants of Ontario (2001-2002)
– In-Depth Tax Course 1, 2 and 3

Certified General Accountants Association of Ontario (1999)
– Certified General Accountant

Cambrian College (1994)
– Honours Business Accounting Diploma

Paul is responsible for managing, co-coordinating and communicating much of the Firm’s tax work.

Biography

Paul has been working with entrepreneurs and business decision makers to deliver unique engineered tax solutions over the past two decades. He works with decision-makers, in a variety of industries, to maximize the potential of their organizations by creating proactive solutions that generate results. His responsibilities also include managing, co-coordinating and communicating the Firm’s tax work and resources while overseeing the administration of the Firm’s personal and corporate tax professionals.

Professional Expertise

• • Corporate Tax
  
• • Commodity Tax Consultation
  
• • Estate Planning
  
• • Business Tax
  
• • Tax Legislation
  
• • Income Tax
  
• • Transaction Accounting
  
• • SR & ED Refund Claims
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2012)
– Chartered Professional Accountant

Institute of Chartered Accountants of Ontario (2007)
– In-depth Tax Accreditation I, II and III

Institute of Chartered Accountants of Ontario (2002)
– In-depth Provincial Sales Tax

Institute of Chartered Accountants of Ontario (2000)
– In Depth Goods and Services Tax

Certified General Accountants of Canada (1990)
– Certified General Accountant

Cambrian College (1987)
– Honours Business Diploma

Corey provides multiple services at FCR, is a Practice Inspector with CPA Ontario and contributes to several community organizations.

Biography

Corey presents clients with relevant, reliable and timely financial information regarding accounting, assurance, personal/corporate taxation, financing and small business advisory. In addition to his client responsibilities, Corey is a Practice Inspector with the Chartered Professional Accountants (CPA) of Ontario and is responsible for monitoring accounting, assurance including quality of control standards of CPA firms throughout Ontario. Beyond accounting, Corey contributes to community organizations such as the Sudbury Playground Hockey League, Sudbury Theatre Centre and Sudbury Rainbow Crime Stoppers.

Professional Expertise

• • Small Business Strategy
  
• • Corporate Tax
  
• • Assurance
  
• • Practice Inspection
  
• • Quality Assurance
  
• • Accounting
  
• • Personal Tax
  
• • Financing
  

Affiliations

• • Sudbury Playground Hockey League
  
• • Sudbury Theatre Centre
  
• • Sudbury Rainbow Crime Stoppers
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2012)
– Chartered Professional Accountant

Public Accountants Council for the Province of Ontario (2004)
– Licensed Public Accountant

Canadian Institute of Chartered Accountants (1998)
– In-Depth Tax Course

Institute of Chartered Accountants of Ontario (1993)
– Chartered Accountant

Laurentian University (1990)
– Honours Bachelor of Commerce

Geoff manages the Firm’s Aboriginal client services, bringing over two decades of expertise in providing audit, assurance & other services.

Biography

Geoff has built his entire career in the accounting and finance industry in the Sudbury area, acquiring a detailed knowledge of the many industries that fuel Northern Ontario economies.

In his capacity as a Principal with Freelandt Caldwell Reilly LLP, Geoff manages the Firm’s Aboriginal client services, bringing over two decades of expertise in providing audit, assurance and other professional services to First Nation communities and organizations.

In addition to these services, Geoffrey also draws on his experience in public practice to offer audit and other professional services to not-for-profit organizations, private sector clients, not-for-profit housing projects, personal and corporate taxation, operating reviews and forensic examinations.

Professional Expertise

• • Forensic Accounting
  
• • Corporate Taxes
  
• • Audit
  
• • Aboriginal Client Services
  
• • Northern Ontario Economies
  
• • First Nations Services
  
• • Personal Taxes
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2012)
– Chartered Professional Accountant

Certified General Accountants Association of Ontario (1996)
– Certified General Accountant

Laurentian University (1985)
– B. Com.

As a Principal at FCR, Cynthia brings her skills in accounting, assurance, and taxation to FCR’s clients.

Biography

This passion permeates every aspect of her professional, extracurricular and family life, inspiring a sense of priority in the relationships that she builds
with FCR’s clients.

Dedicated to delivering the best service, Cynthia continues to sharpen her accounting, assurance and taxation skill sets, providing clients with the best information to make savvy business decisions.

As a 40 Under 40 award recipient with a practiced focus in owner managed business and not-for-profit organizations, Cynthia is a strong believer of giving back. An altruistic professional, she spends her leisure time dedicated to organizations like the Heart and Stroke Foundation, Glad Tidings Church, the Sudbury and District CA Association and the Sudbury Chamber of Commerce.

Professional Expertise

• • General Taxation
  
• • Accounting
  
• • Assurance
  

Affiliations

• • Heart and Stroke Foundation
  
• • Glad Tidings Church
  
• • Sudbury and District CA Association
  

Accomplishments

• 40 Under 40 – Award Recipient

Education & Certifications

Institute of Chartered Accountants of Ontario (2012)
– Chartered Professional Accountant

Laurentian University/Université Laurentienne (2000)
– MBA (Honours) Business

Institute of Chartered Accountants of Ontario (1993)
– Chartered Accountant

Ryerson University (1990)
– BBA Business Administration

Joshua primarily works with FCR’s owner-managed business clients, providing a fresh perspective on the mitigation of client issues.

Biography

Joshua has always been excellent with numbers and problem-solving, making accounting a natural fit for him. Primarily he works with FCR’s owner-managed business clients to provide a fresh perspective in the mitigation of client issues. Joshua turns challenges into opportunities to grow his skill sets and test his expertise. He pushes the envelope and challenges what many consider conventional solutions to execute solutions for your company.

Professional Expertise

• • Audit Compliance
  
• • Audit Risk Assessment
  
• • Assurance
  
• • Accounting
  
• • Owner Managed Business
  
• • Audit Assurance
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2012)
– Chartered Professional Accountant

Institute of Chartered Accountants of Ontario (2010)
– Chartered Accountant

Laurentian University (2007)
– H. B. Com. Accounting

Dawn primarily works with owner-managed organizations in Northern Ontario and is part of our accounting and assurance experts.

Biography

Dawn has over 15 years of industry experience and understands the workings of small business management. She identifies an organization’s intricacies by drawing from her experience to help clients make sound business decisions. Her specialized knowledge in accounting and assurance is like having an acting external Chief Financial Officer. Dawn understands the importance of informed decision-making and identifies the best opportunities through accounting and financial analytics.

Professional Expertise

• • Small Business Management
  
• • Owner Managed Organizations
  
• • Accounting
  
• • Assurance
  
• • Northern Ontario Business
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2012)
– Chartered Professional Accountant

Institute of Chartered Accountants of Ontario (1994)
– Chartered Accountant

Queen’s University (1993)
– B. Com.

Andrea’s tasks are divided among clients (business & not-for-profits) and managing the professional development of FCR’s CPA students.

Biography

Andrea’s primary focus is on owner managed businesses and not-for-profit entities. Her accounting assurance knowledge ensures that client reporting is efficient and compliant. In addition to her day-to-day client engagements, Andrea uses her natural leadership and organizational expertise to manage the professional development of FCR’s CPA students by guiding them through the process, offering mentorship, study curriculums and benchmarks along the way.

Professional Expertise

• • Assurance
  
• • Not-for-Profit Accounting
  
• • Accounting
  
• • Mentorship
  
• • Owner Managed Business

Education & Certifications

Institute of Chartered Accountants of Ontario (2012)
– Chartered Professional Accountant

Institute of Chartered Accountants of Ontario (2008)
– Chartered Accountant

Laurentian University (2005)
– Bachelor of Commerce

Tony authors courses for the Chartered Professional Accountants of Canada and the Institute of Chartered Professional Accountants of Ontario

Biography

Tony has proven to be a utility player. Fueled by his desire to remain sharp on the issues that affect the Firm’s clients, he is constantly abreast on the changes of the accounting environment – accounting, assurance, tax or otherwise.

Armed with the understanding of these changes, he works with entrepreneurs and organizational decision makers, identifying opportunities that keep clients goal centric in tumultuous industries. His pride in providing a focused engagement experience allows him to develop sustainable relationships with decision makers, who benefit from his refined focus on assurance and business advisory services.

Driven to have a career that is technically sound, Tony authors and co-authors several learning and development courses for the Chartered Professional Accountants of Canada as well as the Institute of Chartered Professional Accountants of Ontario. This drive, coupled with his experience in a breadth of client/industry issues, make Tony a well rounded addition to the FCR team.

Professional Expertise

• • Taxation
  
• • Accounting
  
• • Assurance
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2012)
– Chartered Professional Accountant

Institute of Chartered Accountants of Ontario (2018)
– Chartered Accountant

Laurentian University (2006)
– B. Comms

John has over a decade of governmental taxation experience and specializes in indirect tax services.

Biography

John specializes in indirect tax, PST/RST and GST/HST services including business matters related to the provincial and federal sales tax legislation. His extensive experience of the internal operations regarding the Canada Revenue Agency (CRA), notably in the GST/HST audit department, makes John ideal toward directly dealing with the CRA for refunds, rebates, and other GST/HST required filings. John’s a calculated, vigilant and dedicated tax professional providing management teams with detailed, reliable, and suitable financial information while working hard to meet client deadlines.

Professional Expertise

• • Indirect Tax
• • Federal Sale Tax (GST/HST)
  
• • Provincial Sales Tax (PST/RST)
  
• • Taxation
  
• • Accounting
  

Accomplishments

GST/HST Commodity Tax Symposium (Attend Annually)
– Presented by CPA Canada

GST/HST Auditor (2012 – 2015)
– Canada Revenue Agencyt

Provincial Sales Tax Auditor (2007 – 2012)
– Ontario Ministry of Revenue

Education & Certifications

Chartered Professional Accountants Canada (2015)
– In-depth GST/HST Course

Cambrian College (2004)
– Advanced Accounting Diploma

Spencer identifies key tax planning opportunities to minimize both the current plus future tax
liabilities.

Biography

Spenser addresses a client’s taxation issues by investigating the unique nuances of the circumstance. Subsequently, he builds a recommendation that complements the services offered by his accounting and advisory colleagues. Spenser continuously grows his professional knowledge to remain up to date with the changing tax environment including its legislation.

Professional Expertise

• • Accounting
  
• • Corporate Taxation
  
• • Tax Planning
  
• • Personal Taxation
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2014)
– Chartered Professional Accountant
– Chartered Accountant

Nipissing University (2012)
– Bachelor of Business Administration

As a Tax manager with over a decade of experience, Kevin leads multiple tax engagements to deliver quality tax and advisory services.

Biography

The tax implications of every decision are often at the forefront of concern for business owners and their management teams. As a Tax manager with over a decade of experience, Kevin leads and manages multiple tax engagements to deliver quality tax and advisory services to our clients.

Kevin is responsible for preparing , supervising, and reviewing corporate and personal taxation returns along with related filings, commodity tax solutions, assessments, reassessments, and notices of objection. Kevin’s diverse knowledge and experience in tax continues to further strengthen our tax team and firm as a whole.

Dedicated to the pursuit of continued learning, Kevin is a great resource in the firm and is always enthusiastic and eager to help clients solve the problem at hand. With a clear mind and a calm demeanor, Kevin collaborates with his tax practice colleagues to develop a holistic corporate tax planning approach for clients. These services are often complimented with the appropriate personal tax strategy for the business owner and other key
personnel.

Professional Expertise

• • Personal Taxation
  
• • Corporate Taxation
  

Education & Certifications

Cambrian College (2007)
– Business Administration, Advanced Accounting Diploma

Lisa is responsible for charting and managing all of the Firm’s workflow.

Biography

Lisa is a professional who cares about the little things, thoroughly providing consideration to every detail. She uses this skill-set as a Senior Manager with FCR, taking on more of an internal role for the Firm’s teams.

Lisa is responsible for charting and managing all of the Firm’s work-flow, while tracking the progress of file completeness and maintaining all working paper software and templates.

Also lending her skills in a Human Resource capacity, Lisa works with FCR’s new employees, providing orientation and job training. Lisa is also passionate about efficiency, lending any downtime to projects that provide the firm with a competitive advantage through the implementation of new and more efficient software and work processes.

Professional Expertise

• • Accounting
  
• • Human Resources
  
• • Project Workflow
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2012)
– Chartered Professional Accountant

Society of Management Accountants of Ontario (2001)
– Certified management Accountant

Cambrian College (1989)
– Honours Business Accounting Diploma

Joe works with the management team and accounting staff to deliver accurate, timely, and relevant financial information to business owners.

Biography

Joe is passionate about continued learning. He views every day as a unique opportunity to sharpen his accounting acumen and to use that experience to help his clients grow their organizations in an astute, efficient, and sustainable way. Operating in a dynamic marketplace, Joe recognizes the importance of delivering an informed financial perspective to his clients. He uses each of their unique challenges as an occasion to expand his understanding of business in Northern Ontario and abroad.

As a Senior Manager with FCR, Joe works with the management team and accounting staff to deliver accurate, timely, and relevant financial information to business owners and their management teams, lending confidence to their decision-making processes. In addition to the delivery of financial statements, Joe provides professional expertise in a variety of advisory, as well as assurance, and taxation services.

Joe completed his Chartered Business Valuator designation with the Canadian Institute of Chartered Business Valuators in 2017, he aspires to hold the specialized capacity to guide business owners through the valuation process. This is a specialization he intends to lean on as entrepreneurs look to maximize the value of their organizations for sale or succession.

Professional Expertise

• • Succession Planning
  
• • Valuation
  
• • Assurance
  
• • Taxation
  
• • Entrepreneurship
  
• • Accounting
  

Education & Certifications

Canadian Institute of Chartered Business Valuators (2018)
Chartered Business Valuator

Institute of Chartered Accountants of Ontario (2014)
Chartered Professional Accountant
Chartered Accountant

Laurentian University (2011)
B. Comms Sports Administration

Marc works with entrepreneurs and their management team to make decisions that maximize business potential and organizational value.

Biography

Marc has a diverse professional background and applies a technological approach to financial management. He works with entrepreneurs and their management teams to identify the optimal way to structure corporat entities as well as finance organizations, transactions, and asset acquisitions. Marc helps businesses to capitalize on potential market opportunities by leveraging their strengths and identifying areas of improvement.

Professional Expertise

• • Organizational Finance
  
• • Accounting
  
• • Assets Acquisition
  
• • Business Valuation
  
• • Transactions
  
• • Organization Structure
  

Education & Certifications

Canadian Institute of Chartered Business Valuators (2019)
– Chartered Business Valuator

Institute of Chartered Accountants of Ontario (2014)
– Chartered Professional Accountant
– Chartered Accountant

Laurentian University (2012)
– Bachelor of Commerce

Farrell looks forward to the challenge of untangling complexity, transforming financial data into useable information for management teams.

Biography

Farrell embodies what it means to be a benevolent professional. Motivated by helping entrepreneurs succeed, he looks forward to the challenge of untangling complexity, transforming financial data into useable information for management teams.

With a diversity of public accounting experience, Farrell has an established appreciation for how organizations operate strategically. Armed with that perspective, he looks at an organization’s financial data through a value adding lens and efficiently discerns what information is relevant to the decision making process.

Farrell also thrives in the assurance practice of Freelandt Caldwell Reilly. Having significant experience working with not-for-profit, public sector, and First Nation organizations, he looks forward to working with the financial managers to ensure year-end data is accurate and technically sound.

Professional Expertise

• • Assurance
  
• • Audit Compliance
  
• • Accounting
  
• • Owner Managed Business
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2014)
– Chartered Professional Accountant
– Chartered Accountant

Nipissing University (2012)
– Bachelor of Business Administration

Dino leverages his tax expertise to help organizations navigate the tumultuous environment of personal and corporate taxation.

Biography

Dino has always held an affinity for numbers, a quality he draws on daily as a Manager in Freelandt Caldwell Reilly’s tax practice. Passionate in building strong communities, Dino leverages his tax expertise to help organizations navigate the tumultuous environment of personal and corporate taxation. In doing so, he hopes to affect positive change in local markets, as successful organizations continue to provide gainful employment to Sudburians, while re-investing in Northern Ontario.

Investigative by nature, Dino is committed to being a life-long learner, a quality that he pursues both personally and professionally. It is this dedication that propels him to challenge the boundaries of his understanding, developing acumen to know, appreciate, and implement what it takes to become the consummate professional.

As a tax professional, Dino has amassed a diverse portfolio of specialized experience. With extended terms in the investment banking industry and with governmental agencies, he has sharpened the skills required to provide FCR tax clients with the prerequisite insight to succeed.

Professional Expertise

• • Accounting
  
• • Corporate Taxation
  
• • Personal Taxation
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2018)
– In-Depth Tax Course

Institute of Chartered Accountants of Ontario (2014)
– Chartered Professional Accountant

Certified General Accountants Association of Ontario (1998)
– Certified General Accountant

Laurentian University (1997)
– B. Comms

Gracie works with senior management to discuss the financial goals of client management teams and their organizations.

Biography

Gracie is motivated by the daily opportunity to continue to learn something new. She thrives in a complex environment involving various transactions and analysis of financial data. Gracie is passionate about helping her clients understand their options in response to a large facet of business decisions. She strives to assist with any business issues management of an enterprise may face, whether financial or non-financial in nature. Gracie’s work ethic, knowledge and inter personal skill set enable her to work confidently with her clients in making informed, prudent and timely decisions regarding their finances and operations. Her conscientious attitude to always provide clients with the best service is what makes her an essential asset to the firm.

Gracie works with the tax team to manage multiple tax engagements ensuring quality tax and advisory services to our clients. Gracie works with the tax team to identify key tax planning opportunities with an intention to minimize both current and future tax liabilities as she is responsible for the preparation of Canadian tax compliance and restructuring engagements for both our personal and corporate clients.

Gracie is currently enrolled into the in-depth tax accreditation program to satisfy her ambition for continuous learning.

Professional Expertise

• • Tax Accounting
  
• • Accounting
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2019)
– In-depth Tax Program

Institute of Chartered Accountants of Ontario (2015)
– Chartered Professional Accountant
– Chartered Accountant

Laurentian University (2013)
– Honours Bachelor of Commerce, Sports Administration

James is dedicated to helping clients achieve business success by helping them establish practical and sound tax and financial processes.

Biography

James has a diverse blend of educational and practical knowledge to share with entrepreneurs and small business owners. He has earned extensive financial reporting and tax experience through his previous position as a senior accountant with FCR, and couples this with practical experience gained through his previous role as a small business owner. His entrepreneurial spirit, real life experiences and desire to assist budding business owners is what drove him to obtaining his CPA, CA.

James is dedicated to helping clients achieve business success by helping them establish practical and sound tax and financial processes. Focused on services for small to medium sized businesses, as well as clients in the professional services industry, he is committed to delivering tax and financial services that meet each client’s unique objectives. James is also a key member of FCR’s audit team delivering a wide variety of services to the firm’s audit non-profit and First Nation enterprises.

A consummate professional, James is motivated by the success of his clients and colleagues, and is driven to provide information, support, and guidance to help them reach their personal and professional goals.

Professional Expertise

• • Accounting
  
• • Auditing
  
• • Finance
  
• • Entrepreneurship
  
• • Tax
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2016)
– Chartered Professional Accountant

Institute of Chartered Accountants of Ontario (2016)
– Chartered Accountant

Laurentian University (2013)
– H. B. Com.

Connie draws from her experience in bookkeeping to manage the Firm’s bookkeeping staff and to provide business owners with advice.

Biography

For Connie, it’s important to get things done right. As a guiding principal to her day-to-day approach, this determination motivates her to work attentively with clients, ensuring that everything related to their organizations are accounted for properly. In doing so, she aims to provide decision makers with the best information to move forward and manage their companies.

As a Manager with Freelandt Caldwell Reilly LLP, Connie draws from her extensive experience in bookkeeping to manage the Firm’s bookkeeping staff and to provide business owners with practical and implementable advice. A CPA, CGA – Connie works proactively with clients, educating management teams on the details that really matter to their operations..

Connie specializes in working with small and medium sized enterprises and enjoys working with Northern Ontario entrepreneurs. As an individual who values time with family and friends, she holds a high regard for the relationships she is able to build with clients, and strives to be an extension of their teams in the process..

Professional Expertise

• • Northern Ontario Business
  
• • Bookkeeping
  

Affiliations

• • MNO Sudbury Métis Council: member
  

Education & Certifications

Institute of Chartered Accountants of Ontario
– Chartered Professional Accountant

Certified General Accountants Association of Ontario
– Certified General Accountant

Laurentian University/Université Laurentienne
– B. Comms

Georgian College
– Business Administration Diploma Accounting

Natalie specializes in financial statement preparation, corporate and personal taxation and tax planning, bookkeeping, and CRA consulting.

Biography

Joining Freelandt Caldwell Reilly in 2007, Natalie manages a variety of small to medium sized clients. Earning a Bachelor of Commerce Degree locally from Laurentian University, Natalie began her career in Sudbury in 1991.

For over two decades, Natalie has remained passionate about helping her clients understand their options, working to resolve their business issues. She is so comfortable in this role that she now serves as a mentor for the Canadian Youth Business Foundation where she advises young entrepreneurs with their business start-ups.

Natalie provides a wide range of services including financial statement preparation, review engagements, corporate and personal taxation and tax planning, computerized bookkeeping and CRA consulting.

Professional Expertise

• • CRA Consulting
  
• • Tax Planning
  
• • Corporate Taxation
  
• • Financial Statement Preparation
  
• • Review Engagements
  
• • Personal Taxation
  
• • Computerized Bookkeeping
  

Education & Certifications

Laurentian University (1991)
– B. Com.

Jennifer has also gained extensive management experience in assisting with the growth and success of her family run business.

Biography

Joining Freelandt Caldwell Reilly in 2017, Jennifer is a new face that brings a lot of experience. Throughout her career, Jennifer has developed years of traditional assurance, accounting and tax experience with not-forprofit, public, owner managed and First Nation organizations. Not only does she bring years of accounting experience, she also has over ten years of experience in the public education sector. Jennifer has also gained extensive management experience in assisting with the growth and success of her family run business and therefore truly appreciates the difficulties facing todays entrepreneur.

Jennifer is passionate about taking her time and learning from her past experiences as she see’s everyday as a learning experience and an opportunity to better herself and her work. She understands the importance of taking her time as it ultimately benefits her clients by ensuring she gets the job done effectively and efficiently the first time. Jennifer’s kind-hearted nature paired with her ability to put herself in other people’s shoes sets her apart as a professional..

In her time away from the office, she enjoys spending time with her family at her cottage.

Professional Expertise

• • Entrepreneurship
  
• • Traditional Assurance
  
• • Accounting
  
• • Public Education
  
• • Tax
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2012)
– Chartered Professional Accountant

Institute of Chartered Accountants of Ontario (2006)
– Chartered Accountant

Laurentian University/Université Laurentienne (2003)
– Bachelors Commerce