Our Team
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Partners

Alan is a Tax Partner leading the Tax Services team. He specializes in corporate tax planning, estate and succession planning, purchase and sale transactions, corporate restructuring, and preparation of corporate, personal, and trust tax returns. He also provides Canadian tax guidance for non-Canadian controlled corporations that carry on business activities in Canada.
Alan has completed the In-Depth Tax Program sponsored by CPA Canada and the Diploma in Trust and Estates with STEP Canada.
Industries: Agriculture | Professional Corporations | Real Estate Holdings
Services: Acquisition Services | Corporate Tax Compliance | Corporate Tax Planning | Corporate Taxation | Divesture Services | International Expansions | Personal Tax Compliance | Personal Tax Planning | Personal Taxation | Sales Tax Services | Succession & Estate Planning | Tax | Trusts & Estates Tax Compliance | Trusts & Estates Tax Planning | Trusts and Estates

Anthony is the firm's Managing Partner and leads the strategic vision of the firm, offering guidance and mentorship to the management team and staff. Anthony actively participates in local and international conferences to identify and advance best practices, ensuring the firm remains proactive in the ever-changing business landscape both in Canada and internationally.
He provides a broad range of business advisory and compliance services to clients, primarily focusing on owner-managed businesses, professional corporations, and holding companies.
Industries: Construction | Financial Services | Manufacturing | Not-for-Profit | Professional Corporations | Real Estate Holdings | Service & Consulting Corporations | Tool and Mold
Services: Accounting & Assurance | Acquisition Services | Corporate Tax Compliance | Corporate Tax Planning | Corporate Taxation | Divesture Services | Litigation Support | Personal Taxation | Succession & Estate Planning | Trusts and Estates

Clint is a Tax Partner with the Tax Services team, and leading the Transaction Advisory Services Team. He focuses on clients across various industries, specializing in purchase and sale transactions, corporate restructuring, and owner-managed tax issues. Clint also offers expert guidance on complex compliance matters for individuals, corporations, and trusts.
Clint has completed numerous tax courses sponsored by CPA Canada, including In-Depth Tax Program, In-Depth Issues for Owner-Managed Business, In-Depth Corporate Reorganizations, and the In-Depth GST/HST Part I.
Services: Acquisition Services | Corporate Tax Compliance | Corporate Tax Planning | Corporate Taxation | Divesture Services | Government Funding & Tax Incentive | Personal Tax Compliance | Personal Tax Planning | Personal Taxation | Sales Tax Services | Tax | Trusts & Estates Tax Compliance | Trusts & Estates Tax Planning | Trusts and Estates

Ivan is a Partner with the Audit and Assurance team, where he provides advisory, compliance, and assurance services for owner-managed businesses and professionals. He is primarily involved in a variety of compilation, review, and audit engagements, as well as personal and corporate income tax services.
Industries: Construction | Manufacturing | Not-for-Profit | Professional Corporations | Real Estate Holdings
Services: Accounting & Assurance | Corporate Taxation | Personal Taxation

Jennifer is a Partner with the Client Advisory Services, Accounting team. She specializes in providing advisory and compliance services to businesses across diverse industries. Jennifer is dedicated to coaching and mentoring team members, helping them become the next leaders of the firm.
With extensive experience in offering financial guidance, particularly for owner-managed businesses, professional corporations, and holding companies, Jennifer leverages her combined expertise to deliver valuable insights into business processes, practices, and sound financial strategies for clients.
Industries: Construction | Leasing Corporations | Not-for-Profit | Professional Corporations | Real Estate Holdings | Retail and Consumer | Service & Consulting Corporations | Tool and Mold
Services: Accounting & Assurance | Acquisition Services | Corporate Tax Compliance | Divesture Services | Personal Taxation | Succession & Estate Planning

Linda is a Tax Partner leading the Client Advisory Services, Cross Border team. She specializes in helping non-Canadian controlled corporations navigate and plan their business activities in Canada, as well as assisting Canadian corporations with their international expansions. Linda provides guidance in corporate income tax planning, purchase and sale transactions, entity ownership structuring, sales tax, payroll tax, withholding tax, and the application of income tax treaties for businesses with cross border operations or ownership. She oversees the preparation of related Canadian tax filings for these companies and their employees.
Linda has completed numerous tax courses sponsored by CPA Canada, including In-Depth Tax Program, In-Depth Issues for Owner-Managed Business, In-Depth International Tax, and the In-Depth GST/HST Program.
Services: Acquisition Services | Corporate Tax Compliance | Corporate Tax Planning | Corporate Taxation | Divesture Services | International Expansions | Personal Tax Compliance | Personal Tax Planning | Personal Taxation | Sales Tax Services | Succession & Estate Planning | Tax | Trusts & Estates Tax Compliance | Trusts & Estates Tax Planning | Trusts and Estates

Mekayla is a Partner leading the Client Advisory Services, Accounting team. Mekayla provides business advisory and compliance services, assisting with strategic planning for owner-managed businesses, professional corporations, and holding companies across diverse industries. She oversees a variety of compilation and review engagements, as well as providing personal and corporate income tax services.
Industries: Construction | Financial Services | Leasing Corporations | Manufacturing | Not-for-Profit | Professional Corporations | Real Estate Holdings | Retail and Consumer | Service & Consulting Corporations
Services: Accounting & Assurance | Corporate Taxation

Paul is a Partner leading the Audit and Assurance team. He provides a wide range of advisory, compliance, and assurance services to clients, focusing on owner-managed businesses. With extensive experience in assisting clients with cash flow projections and SR&ED claims, Paul leverages his combined expertise to offer valuable insights into business processes, practices, and sound financial strategies for clients.
Industries: Construction | Financial Services | Manufacturing | Not-for-Profit | Retail and Consumer | Service & Consulting Corporations | Technology, Media and Telecommunications | Tool and Mold
Services: Accounting & Assurance | Audits | Corporate Tax Compliance | Corporate Taxation | Divesture Services | Government Funding & Tax Incentive | International Expansions | Notice to Readers | Personal Tax Compliance | Personal Taxation | Review Engagements | Succession & Estate Planning

Rodney is a Partner with the Audit and Assurance team. He provides a wide range of advisory, compliance, and assurance services to clients, focusing on owner-managed businesses. With extensive experience in assisting clients with cash flow projections and SR&ED claims, Rodney leverages his combined expertise to offer valuable insights into business processes, practices, and sound financial strategies for clients.
Rodney also oversees the firm's quality control standards, ensuring that financial statements and assurance work meets CPA Canada requirements.
Industries: Financial Services | Manufacturing | Real Estate Holdings | Retail and Consumer | Service & Consulting Corporations | Tool and Mold | Transportation and Logistics
Services: Accounting & Assurance | Acquisition Services | Audits | Corporate Tax Compliance | Corporate Tax Planning | Corporate Taxation | Divesture Services | Government Funding & Tax Incentive | Notice to Readers | Personal Tax Planning | Personal Taxation | Review Engagements | Strategic Planning & Advisory Services | Succession & Estate Planning

Ryan is a Tax Partner with the Tax Services team and has extensive experience in personal, corporate, and trust tax planning and compliance. He specializes in owner-managed tax issues and cross-border tax planning, including corporate restructuring, purchase and sale transactions, succession, estate, and postmortem planning. Ryan is a trusted business advisor to many entrepreneurs in the local community and throughout Canada and the United States.
Ryan has completed numerous tax courses sponsored by CPA Canada, including In-Depth Tax Program, In-Depth Issues for Owner-Managed Business, In-Depth Corporate Reorganizations, and In-Depth International Tax.
Services: Acquisition Services | Corporate Tax Compliance | Corporate Tax Planning | Corporate Taxation | Divesture Services | International Expansions | Personal Tax Compliance | Personal Tax Planning | Personal Taxation | Sales Tax Services | Succession & Estate Planning | Tax | Trusts & Estates Tax Compliance | Trusts & Estates Tax Planning | Trusts and Estates
Management Team

Abiola is a Manager working with both the Client Advisory Services, Cross Border and Audit and Assurance teams. She provides compilation and review engagements for owner-managed businesses across various industries, assists with corporate, personal, and sales tax returns, and advises U.S. cross-border businesses regarding their Canadian tax matters.
Industries: Manufacturing | Professional Corporations | Tool and Mold
Services: Accounting & Assurance | Corporate Taxation

Amanda is a Manager with the Audit & Assurance team. She focuses on providing compilation, review, and audit engagements for owner-managed businesses and corporations across various industries. Amanda assists with providing advisory services, as well as corporate and personal tax compliance services.
Industries: Manufacturing | Not-for-Profit | Tool and Mold
Services: Accounting & Assurance | Corporate Taxation | Personal Taxation

Bryce is a Manager with the Audit and Assurance team. He is primarily involved in providing compilation, review, and audit engagements for owner-managed businesses and corporations across various industries. Bryce assists with providing advisory services, as well as corporate and personal tax compliance services.
Industries: Manufacturing | Professional Corporations | Tool and Mold
Services: Accounting & Assurance | Corporate Taxation | Personal Taxation

Calvin is a Senior Manager with the Client Advisory Services, Cross Border team. He focuses on helping non-Canadian controlled corporations understand and plan their business activities in Canada, as well as assisting Canadian corporations with their international expansions.
Calvin provides guidance in corporate and personal taxation, compliance with indirect taxes such as GST/HST, and specializes in advising U.S. and other cross-border businesses regarding their Canadian activities.
Calvin has completed numerous tax courses sponsored by CPA Canada, including In-Depth GST/HST Program, and In-Depth International Tax.
Services: Acquisition Services | Corporate Taxation | Divesture Services | International Expansions | Personal Taxation | Sales Tax Services | Succession & Estate Planning | Trusts and Estates

Christina is a Senior Manager with the Audit and Assurance team. She is primarily involved in compilation, review, and audit engagements in various industries, as well as providing personal and corporate income tax services. Christina has extensive experience in preparing audit engagements for Not-for-Profit Organizations. She also provides advisory services and assists with strategic planning for owner-managed businesses and professionals.
Industries: Manufacturing | Not-for-Profit | Professional Corporations | Tool and Mold
Services: Accounting & Assurance | Corporate Taxation | Personal Taxation

Elizabeth is a highly experienced Human Resources professional and trusted advisor for the firm, she has extensive experience with performance management, recruitment, compensation, benefits management, policies, procedures, and training and development.
Prior to joining Roth Mosey, she held progressive leadership roles in various industries, including health care, professional services, and manufacturing. Elizabeth's passion is helping people and companies excel, focusing on measurable results that lead to increased value, improved employee morale and engagement, and overall organizational performance while minimizing risk.

Geena is a Manager with the Client Advisory Services, Accounting team, primarily involved in compilation engagements across various industries. She assists with providing advisory services, as well as corporate and personal tax compliance services for owner-managed businesses and professionals.
Industries: Professional Corporations | Retail and Consumer | Service & Consulting Corporations
Services: Accounting & Assurance | Corporate Taxation | Personal Taxation

Justin is a Manager with the Client Advisory Services, Accounting team, primarily involved in compilation engagements across various industries. Justin assists with providing advisory services, as well as corporate and personal tax compliance services for owner-managed businesses and professional corporations.
Industries: Manufacturing | Professional Corporations | Retail and Consumer | Service & Consulting Corporations
Services: Accounting & Assurance | Corporate Taxation | Personal Taxation

Katelyn is a Tax Manager with the Tax Services team, specializing in owner-managed tax issues such as corporate restructuring, purchase and sale transactions, and estate and succession planning. She also provides guidance on tax compliance matters for individuals, corporations, and trusts.
Katelyn is currently completing the In-Depth Tax Program sponsored by CPA Canada.
Services: Acquisition Services | Corporate Tax Compliance | Corporate Tax Planning | Corporate Taxation | Divesture Services | Personal Tax Compliance | Personal Tax Planning | Personal Taxation | Succession & Estate Planning | Tax | Trusts & Estates Tax Compliance | Trusts & Estates Tax Planning | Trusts and Estates

Kendra is a Manager with the Audit & Assurance team. She focuses on providing compilation and review engagements for owner-managed businesses and corporations across various industries, and internal audits in the financial services industry. Kendra assists with providing advisory services, as well as corporate and personal tax compliance services.

Lauren is a Senior Manager with the Client Advisory Services, Cross Border team. She focuses on helping non-Canadian controlled corporations understand and plan their business activities in Canada, including related to corporate and personal taxation, compliance with indirect taxes such as GST/HST, payroll taxes, withholding taxes, and application of income tax treaties.
Services: Corporate Tax Compliance | Corporate Taxation | International Expansions | Personal Tax Compliance | Personal Taxation | Sales Tax Services

Linda is a Manager with the Client Advisory Services, Accounting team, primarily involved in compilation engagements across various industries. Linda assists with providing advisory services, as well as corporate and personal tax compliance services for owner-managed businesses and professionals.
Industries: Agriculture | Manufacturing | Professional Corporations | Retail and Consumer | Service & Consulting Corporations
Services: Accounting & Assurance | Corporate Taxation | Personal Taxation

Matt is a Senior Manager with the Audit and Assurance team. He is primarily involved in compilation, review, and audit engagements for owner-managed businesses and corporations, and providing personal and corporate income tax services. Matt also provides advisory services and assists with strategic planning for owner-managed businesses and professionals.
Industries: Agriculture | Manufacturing | Tool and Mold | Transportation and Logistics
Services: Accounting & Assurance | Corporate Taxation | Personal Taxation

Sophy is a Senior Manager working with both the Client Advisory Services, Cross Border and Audit and Assurance teams. She provides compilation and review engagements for owner-managed businesses across various industries, assists with corporate, personal, and sales tax returns, and advises U.S. cross-border businesses regarding their Canadian tax matters.
Services: Accounting & Assurance | Corporate Taxation | Personal Taxation

Vanessa is a Senior Manager with the Client Advisory Services, Accounting team, primarily involved in compilation and review engagements across various industries. Vanessa provides advisory services and strategic planning, as well as corporate and personal tax compliance services for owner-managed businesses and professionals.
Industries: Agriculture | Not-for-Profit | Professional Corporations | Retail and Consumer | Service & Consulting Corporations
Services: Accounting & Assurance | Corporate Taxation | Personal Taxation