The Kreston GTA team
With their extensive experience and diverse professional backgrounds, our management team has all the necessary requirements to meet our clients’ requests.
Spence joined Kreston GTA as a partner in 2004. Spence began his accounting career with a midsize accounting firm, where he gained experience in audit and consulting of Canadian and US public companies, a niche he continues to do a significant amount of work in.
Spence has a unique understanding of start-up and growth stage entities that require a solid strategy and roadmap to scale their business. He routinely services entities from start-up, through their growth phase, to merger or sale. Spence advises at every stage of your business, from funding growth, ensuring efficient, paperless accounting systems, designing of an effective corporate structure, maximizing the use of government grants and tax credits, to delivery of financial information required to grow your business.
Spence earned his BComm in 2001 from Ryerson University, his Canadian CPA, CA designation in 2003 and successfully completed the United States of America CPA exam in 2004. In 2013, Spence received his Certificate of Educational Achievement for completing the IFRS Certificate Program issued from the American Institute of Certified Public Accountants (AICPA).
During his spare time, Spence is an avid golfer and home cook who enjoys keeping up with culinary trends.
Partner, Canadian and US Tax
Jim graduated from the University of Toronto and completed his CPA, CA designation at KPMG in 1979. He was a partner of McCluggage & Smith, which merged with Kreston GTA in 2010. His clientele includes virtually all commercial and non-profit sectors. A specialty of Jim is in providing assurance and related services to entities in the vehicle financing and leasing industry. Jim has performed audits, reviews and compilations as well as consulting on the nuances of the financial statements provided to industry lenders and their specific requirements.
Jim completed the in-depth tax course and provides a wide range of personal, estate and corporate income tax services. Jim is also a U.S. CPA and provides tax and accounting services to U.S. citizens and companies.
Apart from advising many clients over the years, Jim’s community involvement involves being the Chartered President and current Treasurer of the Rotary Club of Markham Sunrise Inc. Jim was awarded Rotary’s highest honour, twice receiving the Paul Harris Fellow Award for his community service. Jim currently chairs a City of Markham Committee and is the Chair Person of the Markham Santa Claus Parade.
Jonathan joined Kreston GTA in 2009. He is currently the partner on many public, private company and not-for-profit organization assurance engagements. Jonathan has a thorough knowledge of Canadian Accounting Standards, Canadian Accounting Standards for Not-For-Profit Organizations and Public Company Accounting Oversight Board standards.
Jonathan graduated from Rotman Commerce at the University of Toronto and obtained his CPA, CA designation in January 2010.
Jonathan is an avid golfer, enjoys playing hockey and volunteers his time with his local parish, St. Norbert’s Catholic Church.
Having started his accounting career at a mid-size accounting firm in 2000, Tim joined Kreston GTA in 2007 and became tax partner in 2016. Tim has worked on many diverse projects over his career from auditing small Canadian and U.S. public companies, working with bankruptcy trustees to recovering assets for lenders, and providing tax advice to owner-managed businesses.
Currently, Tim heads the tax department at Kreston GTA. Tim provides tax advice to individuals, owner-managed businesses and has extensive experience with corporate tax planning, corporate reorganizations, estate and succession planning, purchase and sale of businesses, Canadian foreign reporting issues, and trusts. Tim advises a number of corporate and personal clients on cross-border taxation, primarily U.S. and Canadian. Tim advises clients on structures and tax issues related to expanding into the U.S. or Canada.
Tim earned his Bachelor of Commerce with a major in accounting and a minor in finance from Ryerson University in 2000 and his CPA, CA designation in 2003. Tim is working towards becoming certified by Chartered Professional Accountant Canada as an in-depth tax specialist.
In addition, Tim is the Treasurer of Opera Canada Publications, which is a charity that tracks and celebrat
Partner, Public Companies
Akil is a seasoned Audit Partner who has worked in public accounting across multiple geographies for almost 15 years (including Canada, the USA, and the UAE). Akil has lead audit teams on various large US integrated audits during his 10-year tenure with a big 4 audit firm, as well as on various go-public entities and mid-sized companies, across a variety of industries, primarily technology, engineering, construction and healthcare.
Akil earned his FCCA (U.K.) designation in 2011, United States of America CPA designation in 2018 and Canadian CPA, CA designation in 2020.
Akil also earned his Master of Science in Professional Accountancy from University of London (U.K.) in 2018.
Partner, National Leader, SR&ED and Government Incentives
Dale is a Partner in the SR&ED and Government Incentives practice at Kreston GTA.
Dale has a background in Finance, an MBA, and has held several Engineering Technology leadership roles in the IT, Telecom, Space, and Manufacturing industries for over 15 years before moving into Technology Consulting with several of the BIG Four tax consulting firms with clients including several of the largest technology companies in Canada.
From there, Dale moved to the mid-market with Leadership roles at Grant Thornton LLP and more recently as National Practice Leader, Senior Director, at RSM Canada LLP, leading the development of the Government Incentives practice areas from zero to a thriving technology base including IT, Life Sciences, Financial and Manufacturing over six years in all of Canada’s major markets.
At Kreston, Dale is contributing to the growth of the practice growing the client base in several key industry areas of IT, Financial, Life Sciences, Robotics, AI, and Semiconductors.
Consulting Partner, Private Entities and Not-for-Profits
Joanne joined the firm in 2010 through a merger with McCluggage & Smith, where she was a partner.
Joanne is a graduate from York University and subsequently earned her CPA, CA designation in 1985.
During her career, Joanne has worked with a diverse clientele ranging from owner-managed real estate companies to religious charitable organizations.
Joanne also provides a wide range of accounting and tax services and has increasingly been involved in estate tax work.
Joanne continues consulting with current clients and mentoring members of the Kreston charity and not for profit team.
COO, SR&ED and Government Incentives
With over 14 years of SR&ED tax credit consulting experience, Sarmen has helped hundreds of startups and established companies realize their innovation funding potential. He holds an advanced diploma in Mechanical Engineering Technology (Automotive Manufacturing option) from Georgian College and is an active member of the Ontario Association of Certified Engineering Technicians and Technologist (O.A.C.E.T.T) as a Certified Engineering Technologist (C.E.T.).
During his time with Kreston GTA, Sarmen has provided expert SR & ED advice for a multitude of industry sectors including telecommunication, advanced manufacturing, dental, clean tech, mining technology, artificial intelligence, hydrogen research, food and beverage, and software/IT development.
Sarmen has an extraordinary love for fishing, playing guitar, and is an amateur history buff.
Senior Manager, Tax
Brian joined the Kreston team in 2023 as a Senior Tax Manager. He got his CPA, CA designation in 2015 at PwC, where he gained valuable experience servicing large multinationals, before moving to a mid-sized firm as a Tax Manager. It was there that he developed his love for small to medium-sized businesses. He thrives to meet the tax and accounting needs of each individual client and has provided professional guidance both at a personal and corporate level.
Brian graduated from the University of Waterloo’s Honours Bachelor of Accounting and Financial Management program in 2011 and completed the CPA Canada’s 3-year In-Depth Tax Course in 2016.
In his personal time, he enjoys volunteering, traveling, playing and watching sports and most importantly, spending time with his wife and two boys
Manager, Private Entities
Rob graduated from York University in 1978 and earned his CPA, CA designation in 1985. Over the next 25 years he worked in industry at the controllership level for public and private companies primarily in the telecommunications industry.
He returned to public accounting and joined Kreston GTA in 2011. He currently manages all private company engagements, including compilations, accounting and bookkeeping and corporate tax planning.
In his spare time, Rob enjoys fitness, family and travel.
Manager, Private Entities
Jon joined Kreston GTA in 2021 and has over 25 years experience working in CPA firms. Jon has extensive knowledge of corporate and personal tax as well as corporate yearend engagements. He currently manages private company engagements.
Jon holds a BSc in Computer Science and Environmental Science from Trent University and obtained his CPA, CGA designation in 2011.
Jon was born in Victoria, B.C. but has lived in Ontario most of his life. In his spare time, he enjoys reading, mountain biking, hiking, and spending time with his family.
Manager, Public Company Audit
Alexey leads the engagement teams of a number of private and public entities both in Canada and internationally. He is a qualified account (Fellow Chartered and Certified Accountant in the UK, in addition to being a Certified Accounting Professional in Ukraine) and has recently successfully passed CFA Level 1 exam which serves as a testament to his dedication to continuous professional development.
Drawing upon a remarkable career spanning over 15 years, Alexey’s expertise extends across accounting, finance, audit, and consulting. Notably, he spent more than a decade honing his skills at a prestigious big-4 audit firm, where he garnered invaluable insights both locally and internationally, including in North America and the Caribbean, working on US GAAP and IFRS clients for which the audits have been carried out under both IAS and US GAAS (PCAOB) audit standards. This global exposure allowed him to participate in countless audits, further solidifying his reputation as a seasoned professional.
Alexey’s journey commenced in 2007 as an auditor for a distinguished local Ukrainian accounting firm. He later transitioned to the accounting side of the business, progressively ascending to the role of Chief Accountant, where he successfully managed a finance team of 10 individuals. During this period, he demonstrated his prowess in handling IFRS financial statements for the company. Driven by a relentless pursuit of professional growth, Alexey returned to the realm of auditing, making significant contributions to PricewaterhouseCoopers (PwC) for over a decade. His exceptional leadership skills were evident as he spearheaded the audit effectiveness group at PwC Ukraine, collaborating closely with the Central European Cluster to enhance the efficiency and efficacy of audits. Alexey also dedicated nearly 10 years to Grant Thornton and PricewaterhouseCoopers in the Caribbean, acquiring extensive experience in working on a diverse portfolio of clients encompassing banks, hotels, oil and gas companies, investment funds, asset managers, retail businesses, and insurance firms. His expertise in handling US GAAP and IFRS engagements further solidified his standing in the industry.
Linda joined the firm in 2018 through a merger with J.G. (Greg) Short, CPA, CA, where’s she’s been the client manager and coordinator of many aspects of the business since 1993, the year that Greg Short began his practice.
Linda is based out of our Aurora location and is very knowledgeable in Canadian personal tax, private-enterprise small business tax, and assists on many estate engagements.
If you’ve been to the Aurora office, you may know her by her FIAT 500 with spiffy eyelashes, and you may have even met her visiting golden retrievers that like to provide comfort to clients during the tough tax conversations at tax season!
When she’s not knee deep in tax season, Linda hits the hiking trails in York Region with her husband and dogs, enjoys a good TRX class at the gym and loves all things food!
Manager, Public Company Audit
Borys has led engagement teams for numerous public entities, and he is an experienced audit and finance professional with a dedicated service record spanning 14 years. He excels in challenging environments and consistently delivers outstanding results. His commitment to achieving excellence is unwavering.
Borys has worked across multiple geographies, including Canada, the USA, UK, and Ukraine. During his 9-year tenure with a PwC firm, he served as an Engagement Manager on various large audits. Additionally, he took on the role of the country audit technology and methodology champion, leading cost-saving initiatives at PwC. Borys also held the position of Head of Internal Audit at one of the world’s top-10 metals producers.
Borys is curious to resolve all kinds of conundrums across all operations. He has a passion for solving problems with integrity, authenticity, courage, and innovation.
- Chartered Certified Accountant (ACCA, UK)
- Certified Internal Auditor
- CPA Ukraine
Manager, Bookkeeping and Payroll
Georgiana joined Kreston GTA in 2018 and manages the cloud bookkeeping and payroll department with a focus on client management and process improvement. She graduated with Honors from Brock University and continued her education in Accounting at Seneca College and received the Payroll Compliance Professional Certification from the National Payroll Institute. Georgiana also holds training certifications in QBO, Hubdoc, Expensify, Plooto, Payment Evolution and is fluent in Romanian and Spanish.
Georgiana’s extensive background in banking focused on both financial investments as well as borrowing has proven beneficial to her clients especially during the last few years where government grants were implemented.
On her free time Georgiana loves to spend her time with her boys and Mexican rescued dogs, enjoys Latin dancing, paddle boarding or skiing depending on the season and travels to her second home in Playa del Carmen, Mexico as much as possible.