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

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

JOE REILLY, CPA, CA, CBV

partner

 

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 Partner 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

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

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

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

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

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

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

Patrick specializes in transfer pricing, including studies, review, development of deliverables and intercompany services agreements. In addition, Patrick ensures compliance with Canadian tax filings as it relates to foreign income, services, and distributions.

Biography

With an illustrious 34-year tenure at the Canada Revenue Agency (CRA) before joining FCR in 2018, Patrick brings a wealth of experience and knowledge. His career at the CRA has endowed him with an unparalleled understanding of the Canadian and international tax systems. Throughout his career, Patrick has been involved in a wide spectrum of audits, from small to large, collaborating closely with law enforcement, conducting critical interviews, proposing, and adjusting income and taxes payable. His experience and expertise in navigating and resolving complex tax issues make him an invaluable asset to our team and to our clients navigating transfer pricing and international taxation.

Education & Certifications

Laurentian University (1984)
Honours Bachelor of Commerce, Laurentian University

Gracie endeavours to minimize both current and future tax liabilities for both personal and corporate clients, as well as prepare their Canadian tax compliance and restructuring engagements.

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

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 Senior 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

Lauren collaborates with tax and advisory staff to aid client with their tax compliance and restructuring needs.

Biography

Lauren is a member of the tax department and manages a variety of different tax engagements. Lauren prepares and reviews both personal and corporate tax returns and oversees tax compliance engagements. She enjoys helping clients navigate communications with CRA and strives to provide the best possible client service. She also undertakes tax planning and restructuring and endeavours to provide timely and accurate tax advice to clients to ensure that they meet their business goals.
Lauren is passionate about continuing education and is always searching for ways to improve her tax knowledge having recently completed CPA’s rigorous in-depth tax program. She enjoys working with other tax department members to solve problems and strives to become one of the firms go-to people for tax advice.
Outside of work, Lauren enjoys being active in the community serving as Director for Northern Youth Services and Board Treasurer for YES Theatre.

Professional Expertise

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

Education & Certifications

Institute of Chartered Accountants of Ontario (2020)
In-depth Tax Program

Institute of Chartered Accountants of Ontario (2017)
Chartered Professional Accountant
Chartered Accountant

Brock University (2014)
Honours Bachelor of Accounting

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

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 (1992)
– Certified management Accountant

Cambrian College (1989)
– Honours Business Accounting Diploma

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

Ryan works closely with his clients to ensure he understands their operations and is responsive to their needs.

Biography

Ryan received his Honours Bachelor of Commerce degree from Laurentian University before joining FCR in 2015 and became a designated Chartered Professional Accountant in 2018. As a manager, Ryan primarily oversees the assurance and advisory group for a diverse range of clients including small and medium-sized private enterprise clients, not-for-profit organizations, and owner-managed business clients.
Ryan enjoys training and mentoring the firm’s newest staff to help foster their professional development. Beyond his accounting expertise, Ryan also plays a key role in growing the FCR Engage platform which helps clients make more informed and more timely business decisions through a cloud-based accounting solution.
Outside of the office, Ryan enjoys travelling, hiking, cross-country skiing, and spending time with family. He is also a strong believer in giving back to the community. His volunteer activities include serving as Board Treasurer for the Art Gallery of Sudbury and being a facilitator for the CPA Ontario financial literacy program.

Professional Expertise

• • Assurance
  
• • Management Advisory
  
• • Entrepreneurship
  
• • Accounting system advisory and re-design
  
• • Pro-forma projections and forecasting
  
• • Budget drafting and analysis
  

Education & Certifications

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

Laurentian University (2015)
Honours Bachelor of Commerce

Tyler’s tasks are divided among managing the professional development of FCR’s CPA students, training clients (business & not-for-profits) for continuity in their business as well as onboarding and mentoring incoming staff.

Biography

At FCR, Tyler’s expertise is focussed on owner-managed businesses and not-for-profit entities. His accounting and assurance knowledge ensure that his clients are always in compliance with accounting standards in an efficient and effective manner. In addition to assisting clients, Tyler has a passion for training, teaching, assisting, and mentoring new hired staff through their initial training at FCR. His natural proficiency for leadership makes him the perfect associate to manage the professional development of FCR’s CPA students. By assisting and guiding them through the CPA process, he is a valuable resource to colleagues’ career planning.

Professional Expertise

• • Assurance
  
• • Not-for-Profit Accounting
  
• • Accounting
  
• • Owner Managed Business
  
• • Training/Teaching
  
• • Mentorship
  

Education & Certifications

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

Wilfrid Laurier University (2015)
Bachelor of Business Administration, Honours with Accounting Option

Kelsey primarily works with FCR’s owner-managed business clients.

Biography

Kelsey is a member of the assurance and advisory team. She provides a wide range of assurance services to primarily owner-managed business clients, ensuring that they comply with all standards. She also provides support with advisory services including cash flow projections, grants, and accounting support.
In addition to servicing clients, Kelsey is part of the mentorship team where she is responsible for mentoring newly hired staff members.

Professional Expertise

• • Accounting
  
• • Assurance
  
• • Owner-managed business
  
• • Mentorship
  
• • Projections

Education & Certifications

Institute of Chartered Accountants of Ontario (2020)
Chartered Professional Accountant
Chartered Accountant

Laurentian University (2017
Honours Bachelor of Commerce

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

Biography

Karley’s responsibilities include preparing assurance engagements and tax returns for both for-profit and not-for-profit clients. Her experience with personal tax enables her to see the effects of strategic business decisions. Karley also mentors students by supporting them with their day-to-day tasks and by reviewing their work. Karley prides herself as a detailed-oriented individual. She is very thorough with her work and understands the importance of providing accurate information to decision makers.

Professional Expertise

• • Accounting
  
• • Assurance
  
• • Taxation
  
• • Mentorship
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2019)
Chartered Professional Accountant
Chartered Accountant

Laurentian University (2016)
Honours Bachelor of Commerce (Cum Laude)

Sherry is responsible for leading the Human Resources function at FCR as well as providing Human Capital Management consulting to our clients through FCR Paradigm

Biography

Sherry is a trusted advisor and solution-based leader who seamlessly pivots with changing priorities. She has helped organisations optimise their Human Capital across various industries and sectors, both domestically and abroad.  She is a collaborative partner with a bias for action, who challenges leaders, and translates business plans into organisation-wide HR strategies.  She is adept at designing signature processes that create resilient team cultures, strengthens engagement, and ensures operational success.  As a trusted partner who excels at designing customized and relevant solutions, she sets leaders and teams up for success through all stages of the Employee Lifecycle.

Professional Expertise

• • Organisational Enhancements & Culture
  
• • Total Rewards & Wellness
  
• • Workplace Planning Strategy & Execution
  
• • Coaching & Development
  
• • Compliance
  

Education & Certifications

Centenary University, USA (2008)
Masters, Business Administration

Sheridan College (2001)
Human Resources Management, Post-Graduate Certificate

York University (2000)
Honours BA, International Business

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

Jeff brings the expertise he gained from working in various industries and corporations to enhance FCR’s depth of services.

Biography

Joining Freelandt Caldwell Reilly in 2019, Jeff brings a diverse experience in careers spanning from financial analyst at a large national corporation to controller at various medium sized corporations in differing industries. Transitioning from an aircraft technician to a financial analyst while working on his accounting designation, Jeff developed reporting and tracking of operations that delivered valuable metrics to the operations management team. This was brought into his role as a controller for a firm in the architecture/engineering sector, reducing the time to bill from weeks to hours and improving collections and efficiencies. Currently Jeff is working with owner managed businesses, assisting them with the business flow processes to help them be compliant and to help them have solid data to generate accurate and timely reports.
Jeff is glad to be back in Sudbury and lives on the outskirts enjoying the outdoors, aviation and he is in the initial stages of a hobby farm.

Professional Expertise

• • Project Workflow
  
• • Entrepreneurship
  
• • Owner Managed Business
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2019)
Chartered Professional Accountant

Certified General Accountants of Manitoba (2009)

Laurentian University (1996)
Honours Bachelor of Commerce

Mansi successfully builds and maintain relationships with clients to help them achieve their goals by providing them with the best accounting and assurance advice.

Biography

Mansi collaborates with several clients in the private as well as not-for-profit sectors, ensuring that her clients are in compliance with accounting standards. She provides them with timely support so that they can confidently work through their matters and achieve success in their business. Mansi is a strong mentor and provides leadership within the FCR team to advance development among her colleagues.

Professional Expertise

• • Assurance
  
• • Audit Compliance and Management Advisory
  
• • Owner Managed Business
  
• • Accounting
  
• • Mentorship
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2017)
Chartered Professional Accountant
Chartered Accountant

Laurentian University (2013)
Honours Bachelor of Commerce

Cambrian College (2011)
Business Administration – Accounting Program

Lisa utilizes her industry experience to bring practical solutions to help clients reach their goals.

Biography

Before joining FCR in 2018, Lisa worked as a cost accountant for Domtar, gaining valuable industry experience. At FCR, Lisa’s expertise focuses on owner-managed businesses and not-for-profit entities. She is passionate about accounting and providing her clients with an efficient and effective way of ensuring compliance with accounting standards and reaching their goals. Outside of the office, Lisa enjoys spending time with family and friends.

Professional Expertise

• • Assurance
  
• • Accounting
  
• • Not-for-Profit accounting
  
• • Owner managed businesses
  
• • Personal Taxation
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2020)
Chartered Professional Accountant

Laurentian University (2013)
Honours Bachelor of Commerce

Jeff has acquired more than two decades of experience collaborating with corporations and other businesses and not-for -profit organizations.

Biography

Primarily working from our Espanola office, Jeff helps a variety of small and medium sized businesses, professional corporations and not-for-profit organizations with their assurance and bookkeeping needs.
His experience includes preparing files, financial statements, and tax returns. Jeff also provides bookkeeping assistance and assists clients with payroll and HST requirements. His proficiency supports clients by providing solutions that they can count on. He maintains positive client relationships while serving as a resource for both FCR and their clients.

Jeff earned his Business Administration, Accounting Diploma from Cambrian College, in 2000.

Professional Expertise

• • Assurance
  
• • Accounting
  
• • Bookkeeping
  
• • Owner managed businesses
  

Education & Certifications

Cambrian College (2000)
Business Administration, Accounting Diploma

Francesco works with the team at FCR to provide financial information to business owners so they can make informed decisions.

Biography

Francesco works with the Firm’s staff and management team to deliver a variety of assurance, advisory and taxation service engagements to small and medium-sized private companies, owner-managed clients, and not-for-profit entities. Francesco enjoys the opportunity to assist clients with their needs by gaining an understanding of their business and becoming an extension of their team.  Francesco is also part of the mentorship team where he provides guidance, support, and mentorship to new staff members.  
Outside of the office Francesco enjoys spending time with family and friends and enjoying the outdoors.

Professional Expertise

• • Accounting
  
• • Assurance
  
• • Entrepreneurship
  
• • Mentorship
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2021)
Chartered Professional Accountant

Laurentian University (2018)
Honours Bachelor of Commerce

Nancy is an experienced professional who understands the importance of tailoring integrity-based financial solutions to best address the unique needs and circumstances of each of her clients.

Biography

Nancy is a seasoned professional having worked at major corporations in the banking and investment industries prior to joining Freelandt, Caldwell, Reilly as an accountant in 2018.  As a key member of the FCR Engage team, Nancy specializes in small business owners’ bookkeeping and accounting needs. To both private and non-profit portfolios, she brings an affinity for working with numbers, coupled with a customer-service oriented approach that ensures clients’ expectations are not just met, but exceeded.  And, as exemplified by her recent completion of the rigorous CPA program, Nancy is passionate about continuing education and expanding her knowledge base to ensure that clients receive only the highest standard of service.
In addition to her work at FCR, Nancy has volunteered on several boards and was recently a two-term, elected trustee with a local school board.  In her spare time, she enjoys spending time with her family at their cottage on Manitoulin Island.

Professional Expertise

• • Assurance
  
• • Accounting
  
• • Bookkeeping
  
• • Owner managed businesses
  
• • Entrepreneurship
  

Education & Certifications

Laurentian University (1994)
Honours Bachelor of Commerce

Austin works primarily with small to mid-size profit-oriented clients in both advisory and assurance services, including business valuation.

Biography

Austin works with owner-managed clients on an ongoing basis to deliver a variety of advisory, assurance, taxation, and valuation engagements. He also services not-for-profit and First Nation clients. He believes that clients deserve value-added service far beyond annual compliance work and strives to provide this through a finance and business operations advisory capacity. Austin prides himself on being the first point of contact whenever a client needs any type of business advice. He endeavors to instill his enthusiasm and passion for advisory work into the students and staff that he mentors as insurance to providing the highest quality service to every client.

Professional Expertise

• • Assurance
  
• • Accounting
  
• • Taxation
  
• • Valuation
  
• • Entrepreneurship
  

Education & Certifications

Institute of Chartered Accountants of Ontario (2022)
Chartered Professional Accountant

Laurentian University (2019)
Bachelor’s degree in Business Administration, specialization in Accounting (Cum Laude)

Crystal is a proficient professional dedicated to simplifying the complexities of tax management for personal and business clients. Serving as the primary contact with the Canada Revenue Agency (CRA), Crystal adeptly assists clients in navigating the intricacies of tax compliance. Beyond client interactions, Crystal specializes in the meticulous preparation of complex personal and estate income tax returns. A natural mentor, Crystal takes pride in training and guiding junior personal income tax preparers and new T1 tax administration staff, contributing to the growth and expertise of the team. With a focus on both client satisfaction and professional development, Crystal brings a holistic approach to the world of tax advisory.

Professional Expertise

• Client communications while assisting them with CRA
• Personal / Estate Tax
• Mentorship Personal Income Tax Staff (T1 season)

Other
• Board of Directors for NCMHA (Nickel Centre Minor Hockey Association)

Education
• Chartered Professional Accountants of Canada (2023)
• In-Depth Tax Program (3 yrs)

Cambrian College (2005)
• Business Administration – Accounting (3 yrs)

Curtis specialises in the design and implementation of internal processes for clients by leveraging technology, particularly automation and data analytics.

Curtis brings a unique insight to managing diverse responsibilities in the field of accounting, assurance, and the financial landscape of owner managed clients. His commitment extends to providing ongoing advisory support, collaborating closely with business owners and management teams by conducting monthly financial reviews to offer strategic insights and ensure the seamless functioning of their accounting departments.

His focus lies in overseeing year-end assurance engagements and meticulously preparing corporate tax returns for a wide array of clients. A significant aspect of his role involves leading team audits, ensuring that the highest standards of accuracy and compliance are maintained throughout the process.

Beyond traditional accounting duties, Curtis excels in building and nurturing client relationships across various sectors, including for-profit entities, not-for-profit organizations, and First Nation clients.

Professional expertise:
• Audit & assurance
• Accounting
• First-Nation reporting
• Accounting system analysis and design
• Data analysis & visualization

Education/certificates/designation:
• Bachelor of Business Administration (cum laude), Laurentian University, 2020
• Institute of Chartered Professional Accountants of Ontario (2022)

Emily is a dedicated professional with a focus on owner-managed businesses and not-for-profit entities. With a wealth of expertise, Emily excels in managing client expectations, ensuring a seamless and client-centric experience. Emily is committed to fostering growth within the team, actively engaging in mentoring, and training junior accountants. With a passion for both precision in financial matters and the development of talent, Emily stands as a reliable and proficient figure in the world of accounting and client management.
Professional Expertise
• Assurance
• Accounting
• Mentorship
• Not-for-profit accounting

Education
Institute of Chartered Accountants of Ontario (2023)
• Chartered Professional Accountant

Laurentian University
• Bachelor’s Degree in Business Administration, specialization in Accounting

Isaac specializes in audits for profit, not-for-profit, and First Nation organizations, and consults on their to day-to-day operations. Adept at producing high-quality financial statements and crafting value-added proposals, Isaac brings a strategic touch to financial solutions.
Beyond the numbers, Isaac is passionate about mentorship, guiding junior accountants to success. In the fast-paced realm of financial management, Isaac stands out as a leader who balances technical excellence with a commitment to nurturing talent and delivering exceptional results.

Professional Expertise
• Assurance
• Accounting
• Mentorship
• First Nation Organizations
• Corporate Taxation

Education
Institute of Chartered Accountants of Ontario (2022)
• Chartered Professional Accountant

Laurentian University (2019)
• Bachelor’s Degree in Business Administration, specialization in Accounting

Taylor is a dedicated professional in the field of accounting and assurance, specializing in Non-Profit Organizations (NPOs), the public sector, and owner-managed businesses. Taylor navigates the complexities of financial landscapes, ensuring that organizations receive tailored and meticulous attention to their accounting needs. Adept at corporate and charity tax preparation, Taylor ensures that clients receive comprehensive and accurate tax solutions, maximizing their financial efficiency and compliance.
Taylor actively contributes to the professional growth of colleagues as a mentor, sharing insights and best practices to help them excel in their roles.

Professional expertise
• Assurance
• Accounting
• Not for profit accounting
• Mentorship

Education
• Laurentian University – Honours Bachelor of Commerce, Sports Administration (2020)
• Chartered Professional Accountant – CPA Ontario (2023)

Patrick is a versatile professional with a comprehensive skill set in auditing and taxation. Specializing in audits for both owner-managed for-profit entities and non-profit organizations, Patrick also brings expertise to First Nation audits and the preparation of corporate tax returns. Known for his hands-on approach, Patrick handles file work, such as reviews, ensuring precision in financial reporting. Patrick takes great joy in supporting younger staff, providing valuable guidance and mentorship to junior accountants. With a passion for both technical excellence and fostering professional growth, Patrick is a dedicated contributor to the audit and financial services team.

Professional Expertise
• Audit & assurance
• Accounting
• First Nation organizations
• Not for profit organizations

Education
Institute of Chartered Accountants of Ontario (2023)
• Chartered Professional Accountant

Laurentian University (2019)
• Honours Bachelor of Commerce 2019