Profile
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Patricia is a partner and active member of our advisory team. Patricia’s recent engagements include a forensic investigation related to a publicly traded mining company, a loss quantification related to a construction litigation, a business valuation of a construction company related to a shareholder dispute, a valuation of a food manufacturer, and an income assessment for a matrimonial litigation.
“Integrity, respect, confidentiality, enjoyment of work and technical excellence are all values integral to providing my clients with superior service. I pride myself on my ability to understand and report on complex businesses and forensic cases in the most efficient way possible. We provide our clients with reports that translate complex situations into professional, concise, independent and objective Expert Reports.”
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Practice Areas
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Business Valuations
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Forensic Accounting
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Corporate Finance
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Mergers & Acquisitions
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Succession Planning
Industries
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Manufacturing and Distribution
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Real Estate and Construction
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Retail and Consumer Products
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Information Technology
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Food & Beverage
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Cross-Border
Academic Achievements, Memberships and Professional Designations
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Bachelor of Business Administration - Wilfred Laurier University
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Member, Institute of Chartered Accountants of Ontario
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Member, Canadian Institute of Chartered Business Valuators
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Candidate Member, American Society of Appraisers
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Affiliate Member, Canadian Association of Women in Construction
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Interdisciplinary Collaborative Practice Training (2011)
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University of Toronto’s Diploma in Investigative and Forensic Accounting (2012)
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Publications
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"Fraud Prevention - There are several steps you can take to improve your company's internal controls" (B&C Canada, May/June 2012)
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"Pass It On - Maximize intangible asset value" (Canadian Capital Magazine, February/March 2012)
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Chapter Contributor, Income Tax and Family Law Handbook (2012)
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"Buying and Selling" (The Bakers Journal, The Business Advisor: October 2011)
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"Line 150 Is Just The Beginning: The Calculation of Income for Child Support Purposes" (co-authored with Bruce Roher for the Ontario Bar Association May 3, 2011 conference on Family Law Fundamentals: "Everything You Need To Know About Child Support:).
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"Valuation and Income Assessment Expert Reports for Family Law" (Ontario Family Law Practice, 2011).
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"What Every Family Lawyer Needs to Know About Financial Statements: (The Lawyers Weekly, 2012).
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"Getting the Most for Your Business" (Home Improvement Retailing, 2009)
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"Business Planning and Financial Modeling" (Canadian Institute of Chartered Business Valuators, Private Company Finance Course, 2009)
Media Appearances
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Quoted - "Fraud a big challenge in insolvency cases", By Julius Melnitzer, Law Times, March 2013
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Quoted - "Experts predict aftershocks from Nortel acquittal", By Jeff Buckstein, The Bottom Line, March 2013
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Quoted - "A 'resounding not guilty' Year-long trial of Nortel executives ends with clear-cut acquittal", By James Bagnall, Ottawa Citizen, January 15, 2013
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Quoted - "The Anatomy of a Deal: The inside scoop on Canadian Tire's acquisition of Forzani Group", Interviewed by James Dolan for Canadian Capital Magazine, October 3, 2011.
Presentations
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"Protecting Your Construction Company from Fraud", The Advocates' Society, Toronto. presented to business owners, accountants and lenders, April 2013
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"Unravelling Ponzi Schemes, A Case Study", Association of Certified Forensic Investigators of Canada, May 2012
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"Critiquing Expert Reports", presented to Toronto law firms, April 2012
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"Line 150 is Just the Beginning: The Calculation of Income for Child Support Purposes", presented to the Ontario Bar Association, May 2011
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"Financial Statements 101, What Every Family Lawyer Needs to Know" , presented to various Toronto law firms, 2010
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