CSRS 4200: Redeemable Shares and Bill C-208

As a Partner in the Grant Thornton Peterborough office, Brad's primary focus is helping owner-managed private businesses reach their strategic goals. His background is particularly suited to the task, having grown up in a family-owned business. Thanks to this experience, he has a unique perspective and understanding of the issues that business owners face on a daily basis. Brad understands that being a business owner is a 24 hour, seven days a week enterprise. It means turning the lights on in the morning as the first one to arrive and turning them off at night as the last one to leave. It means paying yourself only after meeting your responsibilities to your suppliers, employees and the many layers of government. But it also means a sense of pride and accomplishment, and knowing that the best way to give back to your community is by creating well-paying jobs. He prides himself on being accessible to help private business owners successfully navigate these complex, challenging and ever-changing issues.

Kaz is a Partner in the Grant Thornton Peterborough office. He has extensive experience as a trusted advisor to privately-held businesses and their shareholders and has been involved in all aspects of tax planning and compliance. Kaz has led numerous structuring transactions satisfying taxpayer objectives at both the corporate and personal level. He works closely with taxpayers and their advisors to provide succession and estate planning advice to minimize tax while maximizing wealth.

Justin is a Chartered Professional Accountant with a wide array of experience performing assurance engagements in a variety of industries including manufacturing, vehicle dealerships, retail, not-for-profit, municipality and public utilities industries. He has a keen ability to interpret and ensure compliance with government funding contracts and excels at motivating small teams of individuals towards achieving high quality results within client’s parameters.

Katherine is a Chartered Professional Accountant with a diverse background, working in National and International accounting firms in Kingston, Ottawa, Montreal, and Peterborough, in both English and French. She has provided accounting, auditing, and tax services to a wide variety of clients, including both for-profit and not-for profit. She has also provided assurance services to publicly traded companies in a bilingual environment with a focus on the tech industry, but also including pharmaceutical, cannabis, and manufacturing industries. Katherine is passionate about providing clients with helpful insights and support as their businesses develop and grow, especially with respect to internal controls and today’s rapidly changing technology.