OUR TEAM

Our Management Team
Partners
Paul Charbonneau

Direct Line: 519-962-5192
Main Line: 519-977-6410 Ext: 122
Email: pcharbonneau@rothmosey.com
Biography: Full Bio

Paul joined Roth Mosey & Partners as a staff accountant in 2008 during his studies at the University of Windsor. Paul obtained his Chartered Accountant (CA) designation in 2012 and became a manager in the firm in 2014. In 2018, Paul became a partner in the accounting and advisory side of the firm.

Paul is primarily involved in a wide-range of compilation, review and audit engagements as well as personal and corporate income tax services, while providing advisory services and assisting in the strategic planning for owner-managed business and professionals. Paul’s volunteer activities have included serving as a treasurer and board member for the LaSalle Stompers Soccer Club.

 

Industries: Manufacturing | Real estate holdings | Tool and Mould | Retail and consumer | Technology, Media and Telecommunications | Construction | Financial services | Service & Consulting Corporation

Services: Accounting and Assurance | Corporate taxation | Personal taxation | Government funding and tax Incentive programs | Divesture services | International expansion

Linda Cook

Direct Line: 519-962-5113

Main Line: 519-977-6410 Ext: 147

Email: lcook@rothmosey.com
Biography: Full Bio

Linda is currently a Tax Partner in our firm, and has been with Roth Mosey since 2006. Linda graduated from Wilfrid Laurier University having completed her Bachelor of Business Administration with honours in 2008, and obtained her Chartered Professional Accountant (CPA) designation in 2010. She presents annually at the Windsor Estate Planning Council.
Linda provides guidance in the areas of personal and corporate tax planning, preparation of corporate, personal, and trust tax returns, estate and succession planning, purchase and sale transactions, corporate restructuring, and compliance with indirect taxes such as HST. Linda specializes in providing advice for owner-managed businesses, and tax planning for Canadian / U.S. cross border business activities.
She has completed numerous tax courses sponsored by CPA Canada, including the In-Depth Tax Courses, the In-Depth Tax Issues for Owner-Managed Business course and the In-Depth HST/GST Tax Course.

Services:  Acquisition Services | Corporate Taxation | Divesture Services | International Expansions | Personal Taxation | Sales Tax Services | Succession and Estate Planning | Trusts and estates

Patrick Curtis

Direct Line: 519-968-3314
Main Line: 519-977-6410 Ext: 142
Email: pcurtis@rothmosey.com
Biography: Full Bio

Patrick is a tax partner in the firm joining it in 2001, after spending nine years with another local accounting firm. Patrick has completed the CICA In-Depth Tax Course and annually attends the Canadian Tax Foundation’s Ontario Tax Conference. He has experience dealing with a wide variety of small business and professional clients as well as the cross border tax implications of individuals and corporations engaged in activities in the U.S.
Patrick’s current volunteer activities include serving various positions on the executive of the Knights of Columbus and serving as chairperson of Finance Committee at Sacred Heart LaSalle Parish. Patrick’s previous volunteer activities have included serving as Treasurer of the LaSalle Strawberry Festival and coaching Little League baseball.

Services: Corporate taxation | Personal taxation | Trusts and estates | International expansions | Acquisition services | Divesture services  | Succession and estate planning

Jennifer Di Caro

Direct Line: 519-962-5108
Main Line: 519-977-6410 Ext: 125
Email: jdicaro@rothmosey.com
Biography: Full Bio

Jennifer is an Accounting and Assurance Partner of the firm. Jennifer obtained her Chartered Professional Accountant (CPA) designation in 2000. She graduated from the University of Windsor having completed her Bachelor of Commerce in 1997. Jennifer has been involved with many community initiatives over the years and continues to chair the firm’s Charity Golf Tournament.
Jennifer provides accounting & advisory services primarily for owner-managed businesses, not-for-profit businesses, professional corporations and holding companies providing a wide range of business advisory and compliance services to clients of our firm. 
As the HR Partner of the firm, she oversees all aspects of human resources while providing guidance and mentorship to the management team and staff. She actively participates in local and international conferences to seek out and confirm best practices to keep the firm proactive in the ever changing business landscape.

Industries: Construction | Not-for-Profit | Professional Corporations | Real Estate Holdings | Retail & Consumer | Service & Consulting Corporations | Tool & Mould | Manufacturing

Services:  Accounting and Assurance | Corporate taxation | Personal taxation  |  Acquisition services | Divesture services | Succession and estate planning

Rodney Gagnon

Direct Line: 519-962-5141
Main Line: 519-977-6410 Ext: 119
Email: rgagnon@rothmosey.com
Biography: Full Bio

Rodney has been working with the firm since 1999 and has been a Partner since 2008. Rodney obtained his Chartered Professional Accountant (CPA) designation in 2002. He graduated from the University of Windsor having completed his Bachelor of Commerce in 1999.
Rodney is involved primarily with owner-managed business providing a wide range of advisory, compliance and assurance services to clients of the firm. He also oversees the quality control standards for the firm ensuring financial statements and assurance work meet CPA Canada requirements. Rodney has extensive experience in assisting clients with cash flow projections and SR&ED claims. Rodney’s combined experience allows him to provide insight into business processes, practices and sound financial business advice and strategies for clients.
Rodney has previously volunteered his time as a Big Brother with Big Brothers Big Sisters of Windsor-Essex and has previously assisted CPA Ontario by completing inspections of other CPA firms throughout Ontario.

Industries:  Manufacturing | Tool and mould | Agriculture | Retail and consumer | Transportation and logistics | Real estate holdings | Financial services

Services:  Accounting and Assurance | Corporate taxation | Personal taxation |  Government funding and tax Incentive programs |  Acquisition services | Divesture services | Succession and estate planning

Ryan Luvisotto

Direct Line:519-962-5943
Main Line: 519-977-6410 Ext: 152
Email: rluvisotto@rothmosey.com
Biography: Full Bio

Ryan joined the Firm as a tax partner in 2011. He previously worked at the national accounting firm PricewaterhouseCoopers LLP for more than 12 years. He has extensive experience in personal, corporate and trust tax planning and compliance. Ryan specializes in owner-manager tax issues and cross border tax planning, including corporate restructuring, purchase and sale transactions, succession, estate and post mortem planning and he acts as a trusted business advisor to many entrepreneurs in the local community and throughout Canada, the U.S. Mid-West and U.S. Rocky Mountain region.
He has completed numerous tax courses sponsored by the Canadian Institute of Chartered Accountants including the In-Depth Income Tax Program. He has presented at the Canadian Tax Foundation’s Ontario Tax Conference and at meetings of the Detroit Estate Planning Council and the Windsor Estate Planning Council. He has written articles that have been published in national releases for PricewaterhouseCoopers LLP, as well as in local business magazines.

Services:  Corporate taxation | Personal taxation | Sales tax services | International expansions | Acquisition services | Divesture services | Succession and estate planning

Anthony Mascaro

Direct Line: 519-962-5156
Main Line: 519-977-6410 Ext: 143
Email: amascaro@rothmosey.com
Biography: Full Bio

Anthony is currently the Managing Partner of the firm. He has been working with the firm since 2003. Anthony obtained his Chartered Professional Accountant (CPA) designation in 2002. He graduated from the University of Windsor having completed his Bachelor of Commerce in 1998. He currently sits as a Board member for the Windsor Port Authority and as a member of the Audit Committee for the Greater Essex County School Board.
Anthony provides accounting & advisory services primarily for owner-managed businesses, not-for-profit businesses, professional corporations and holding companies providing a wide range of business advisory and compliance services to clients of our firm.
As Managing Partner of the firm, he leads the strategic vision of the firm by providing guidance and mentorship to the management team and staff. He actively participates in local and international conferences to seek out and confirm best practices to keep the firm proactive in the ever changing business landscape in both Canada and internationally.

Industries:  Manufacturing | Real Estate Holdings | Tool and mould | Retail and consumer | Technology, media and telecommunications | Transportation and logistics | Professional corporations | Financial services | Service & Consulting Corporations

Services:  Accounting and Assurance | Corporate taxation | Personal taxation | Acquisition services | Divesture services | Succession and estate planning

Mario Parete

Direct Line: 519-962-5182
Main Line: 519-977-6410 Ext: 144
Email: mparete@rothmosey.com
Biography: Full Bio

Mario is an accounting advisory partner in the Firm, joining in 2015. Mario provides hands-on business advisory services to a wide range of owner-managed enterprises and professionals. Those services include year-end financial statement preparation, corporate, personal and estate income tax completion, tax planning and SR&ED claims. Other experience includes financial projection assistance, corporate re-organization, estate planning and purchase and sale of businesses.
Mario has many years of service with international accounting firms and has also worked in industry as a controller. In 1992 Mario left his role as a Senior Manager to form his own firm, Popp and Parete. Mario has balanced his professional responsibilities with that of community involvement.

Industries:  Manufacturing | Tool and mould | Construction | Not-for-profit  | Retail and consumer | Technology, media and telecommunications | Professional corporations | Real estate holdings | Financial services

Services:  Accounting and Assurance | Corporate taxation | Personal taxation |  Government funding and tax Incentive programs |   Acquisition services | Divesture services | Succession and estate planning

Beth Yeh

Direct Line: 519-962-5955
Main Line: 519-977-6410 Ext: 123
Email: byeh@rothmosey.com
Biography: Full Bio

Beth joined Roth Mosey &Partners in 1991 after three years with the firm now known as KPMG. She has extensive experience with assisting a wide range of clients in Windsor and the surrounding area with all of their accounting, tax and business development needs.
She is well known for the results that she has achieved in assisting our clients in the agriculture sector obtain assistance through government programs including AgriStability, Rural Economic Development (“RED”), Industrial Research Assistance Program (“IRAP”) and Scientific Research and Experimental Development (SR&ED”). Beth also has a proven track record related to the preparation of business plans and cash flow projections prepared in order to assist clients in making investment decisions and in obtaining bank financing.
Beth has significant experience in providing comprehensive service to owner managed businesses with operations around the world and the related need for an adviser with the vision to anticipate and properly address challenges before they become problems. Beth has coordinated global services for clients with operations in the U.S., Mexico, China and throughout Europe.
 
An advocate for women in business, she has guided Women Enterprise Skill Training (WEST) by sharing information about local industry needs and encouraged WEST to move into accounting programs as a way to allow newcomer women to demonstrate skills in Canadian workplace settings. She mentors WEST participants through speaking engagements and encourages them into community involvement and education, and coaches them through ongoing professional challenges. In 2015, WEST recognized her work with the Journey Towards Success, Community Partner Award.

Industries:  Manufacturing | Tool & mold | Agriculture | Real estate holdings

Services:  Accounting and Assurance | Corporate taxation | Personal taxation | Government funding and tax incentive programs | Acquisition services | Divesture services | Succession and Estate planning


Michael Marchand

Direct Line: 519-968-3348
Main Line: 519-977-6410 Ext: 118
Email: mmarchand@rothmosey.com

Michael is a Tax Partner in the Firm, after joining in 2001. He has over 30 years experience in personal and corporate tax planning and compliance. He has significant experience in corporate restructuring including designing tax effective strategies to meet the needs of the owner-manager’s estate planning goals. Michael works with a broad range of clients including those with Canadian and U.S. income tax requirements.
Michael has served his profession as an adjunct instructor in taxation for the University of Windsor and has lectured in taxation for the Institute of Chartered Accountants School of Accountancy and the Canadian Institute of Chartered Accountants Income Tax Practice Course.
Michael’s volunteer community service includes serving for over 15 years as a board and finance committee member with Hotel Dieu Grace Hospital in Windsor, serving on its Executive committee as well as chairing the Audit and Finance committee.
Michael received his Master of Business Administration from the University of Windsor in 1978 and his CA designation in 1981. He has also completed numerous in-depth income tax programs sponsored by the Canadian Institute of Chartered Accountants including the In-Depth Income Tax Program.

Services:  Corporate taxation | Personal taxation | Trusts and estates | Sales tax services | International expansions | Acquisition services | Divesture services | Succession and estate planning

Senior Managers
Mekayla Assef

Direct Line: 519-962-5188
Main Line: 519-977-6410 Ext: 141
Email: mbabula@rothmosey.com
Biography: Full Bio

Mekayla is currently a senior manager in our Accounting & Advisory group. She has been working at the firm since 2009. Mekayla obtained her Chartered Professional Accountant (CPA) designation in 2010. She graduated from Brock University having completed her Bachelor of Accounting in 2008.
Mekayla provides accounting & advisory services primarily for owner-managed businesses, not-for-profit businesses, professional corporations and holding companies providing a wide range of business advisory and compliance services to clients of our firm. 

Industries:  Construction | Financial Services | Leasing Corporations | Manufacturing | Not-for-Profit | Professional Corporations | Real Estate Holdings | Retail and Consumer | Service and Consulting Corporations

Services:  Accounting & Assurance | Corporate Taxation | Personal Taxation

George John

Direct Line: 519-969-5591
Main Line: 519-977-6410 Ext: 121
Email: gjohn@rothmosey.com
Biography: Full Bio

George is currently a senior manager in our Accounting & Advisory group. He has been working with the firm since 2017. George obtained his Chartered Professional Accountant (CPA) designation in 1990. He graduated from the University of Windsor having completed his Bachelor of Commerce in 1986.
George started his career with national accounting firms providing audit, accounting and tax services to a variety of public sector and private industry clients. In 1992 George became a sole practitioner, which afforded him the opportunity to work closely in a business advisory capacity with small owner managed organizations. Most recently, George was Vice-President Finance for a medium sized transportation and warehousing operation for several years, mainly servicing the automotive industry.

Industries:  Manufacturing | Tool and mould | Construction | Retail and consumer | Transportation and logistics | Professional corporations | Real estate holdings | Service & Consulting Corporations

Services:  Accounting and Assurance | Corporate taxation | Personal taxation | Divesture services | Succession and estate planning

David Melnik

Direct Line: 519-962-3051
Main Line: 519-977-6410 Ext: 139
Email: dmelnik@rothmosey.com
Biography: Full Bio

David is currently a senior manager in our Accounting & Advisory Group. He has been working with the firm since 2012. David obtained his Chartered Professional Accountant (CPA) designation in 2014. He graduated from the University of Windsor having completed his Bachelor of Commerce in 2008.
David is primarily responsible for providing accounting & advisory services to a growing list of entrepreneurs and independent businesses throughout Windsor and Essex County.

Industries:  Accounting & Assurance | Corporate Taxation | Personal Taxation | Acquisition Services | Succession and Estate Planning


Services:  Financial Services | Manufacturing | Real Estate Holdings | Tool and Mold | Agriculture | Retail and Consumer | Construction

Matt Sobocan

Direct Line: 519-962-5197
Main Line: 519-977-6410 Ext: 115
Email: msobocan@rothmosey.com
Biography: Full Bio

Matt is currently a manager in our Accounting & Advisory group. He has been working at the firm since 2013. Matt obtained his Chartered Professional Accountant (CPA) designation in 2016. He graduated from University of Windsor having completed his Bachelors of Business Administration with honours in 2013. He currently belongs to the Windsor CPA Ontario Association

Industries:  Manufacturing | Transportation & Logistics | Agriculture | Tool & Mold

Services:  Accounting & Assurance | Corporate Taxation | Personal Taxation

Sophy Theam

Main Line: 519-977-6410 Ext: 115
Email: stheam@rothmosey.com
Biography: Full Bio

Sophy is currently a manager in our Accounting & Advisory group. She has been working at the firm since 2015. Sophy graduated from the University of Windsor having completed her Bachelor of Business Administration with honours in 2004.
Sophy is primarily responsible for preparing compilation, review and audit engagements, as well as completing personal and corporate income tax returns to a growing list of entrepreneurs and independent businesses throughout Windsor and Essex County.

Alan Valihora

Direct Line: 519-962-5925
Main Line: 519-977-6410 Ext: 137
Email: avalihora@rothmosey.com
Biography: Full Bio

Alan is currently a senior manager in our Tax group. He has been working with the firm since 2011. Alan obtained his Chartered Professional Accountant (CPA) designation in 2015. He graduated from Wilfrid Laurier University having completed his Bachelor of Business Administration with honours in 2012 and completed CPA Canada’s In-Depth Tax Course in 2017. He currently teaches the In-Depth Tax course through CPA Canada and is the treasurer of St. Leonard’s House of Windsor.
Alan provides guidance in the areas of personal and corporate tax planning, preparation of corporate, personal, and trust tax returns, estate and succession planning, purchase and sale transactions, corporate restructuring, and assisting with the cross border tax implications of individuals and corporations with Canadian and U.S. filing requirements.
He also has years of experience as a marker/facilitator with CPA Canada, assisting prospective CPAs in their preparation of the Common Final Examination (CFE).

Industries:  Acquisition Services | Corporate Taxation | Divesture Services | International Expansions | Personal Taxation | Sales Tax Services | Succession and Estate Planning | Trusts and Estates

Services:  Agriculture | Professional Corporations | Real Estate Holdings

Managers
Lori Way

Direct Line: 519-962-5185
Main Line: 519-977-6410 Ext: 150
Email: lori@rothmosey.com
Biography: Full Bio

Lori Way is currently the Business and Finance manager for the firm. She has been working with the firm since 2003. Lori graduated from St. Clair College and has extensive office and customer service experience in both the banking and public accounting industries.
Lori is involved in various business and administrative matters for the firm. She works closely with the administrative team and the managing partner to ensure the firm continues to operate as efficiently and effectively as possible.