Phone: 780.421.5936
Email: i.adair@mowbreygil.com

Ian is an entrepreneur and business advisor with Mowbrey Gil Business Advisory Services Inc. He has extensive experience working with business owners and managers in achieving their goals and improving their business results and operations.

In over 25 years of professional accounting, Ian’s focus has been on helping entrepreneurs and owner-managed businesses. As well, he has experience in the private sector as a senior financial executive for two manufacturing entities. This involved improving management and financial reporting to shareholders, managers, bankers and other business partners. Ian has over 15 years of experience in management and financial reporting, budgeting and forecasting, accounting systems, and process development, as well as assisting the businesses in identifying opportunities for operational improvements and efficiencies.

Business Advisory services include:

• Helping a joint venture client recovery over $1,500,000 of unpaid revenues (for a three year period) from the joint venture operator
• Assisting an oil and gas joint venture partner with the preparation of financial forecasts and business modelling for negotiations with a joint venture operator
• Preparation of budgets/forecasts, business plans, and bank reporting on a regular and ongoing basis for numerous clients in various industries in the capital region
• Assisting a manufacturing and distribution client in dramatically improving their customer on-time deliveries by over 50% with new shipping procedures, customer order and inventory tracking, and staff mentoring
• Project business plan review and evaluation for the Government of Alberta with a funding allocation recommendation provided and approved, along with project evaluation comments to the government and business proponents
• Assisting a client in obtaining government grant funding (over $350,000), including the preparation financial forecast and business plans, with commodity sensitivity analysis

Corporate Finance experience:

• Assisting clients in obtaining new financing of over $500,000 for operations, including negotiations
• Assisting in due diligence and quality of earning reviews
• Assisting in business purchase and sale transactions, including pricing negotiations, price calculations and sensitivity analysis, legal agreement review, and deal schedule preparation

Phone: 780.421.5885
Email: b.berry@mowbreygil.com

After working with various national accounting firms, Brad joined Mowbrey Gil in June 2019.

Brad has been providing specialized tax advice to entrepreneurial-minded business owners since 1993.  Over the years, Brad has provided a wide range of income tax and related services to a wide range of clients.  His focus has been around the integration of core tax services as it relates to estate and succession planning; business acquisitions and divestitures; asset securitization; corporate and personal income tax advisory and domestic and cross border planning.

Brad has also been a tutor for the CICA In-Depth Tax Course, a Facilitator for the CA School of Business; and a Sessional Lecturer for the University of Regina.

Phone: 780.421.5926
Email: q.berry@mowbreygil.com

After working with a national accounting firm, Quinn joined Mowbrey Gil in 2009. Since joining the firm, Quinn has focused on the taxation of private corporations, including the areas of corporate re-organizations, owner-manager compensation and personal tax planning.

Quinn is a member of the Institute of Chartered Professional Accountants of Alberta (Formerly ICAA) and the Canadian Tax Foundation.

Phone: 780.421.5882
Email: m.boisson@mowbreygil.com

Michelle joined Mowbrey Gil after graduating from the University of Alberta in 2009 with a Bachelor of Commerce degree. She now manages several audits of our larger client groups, not-for-profit organizations, pension plans, and credit unions and has all of the knowledge and experience necessary to provide her clients with the best and most efficient service possible.

Michelle is a regular volunteer for the CPA Alberta Volunteer Tax Clinic which prepares tax returns for low-income seniors in our community. She also has significant past involvement with the recruiting and internal training aspects of our firm. As she continues to grow and gain experience as a professional, and as the right opportunities present themselves, Michelle hopes to become more involved in the community.

Phone: 780.421.5941
Email: s.brown@mowbreygil.com

Sandra’s responsibilities are extensive and varied, but most importantly include the support and management of our administrative division, which provides a valuable service to our team members in meeting our client’s objectives. Sandra also offers personable and efficient care in processing issues and concerns from our valued client’s inquiries and transactions.

Phone: 780.421.5915
Email: a.dey@mowbreygil.com

Andrew is the President of Mowbrey Gil Business Advisory Services Inc. and practices in the areas of business valuations, litigation support, corporate finance, mergers and acquisitions, and as a consultant to government and aboriginal organizations.

Andrew obtained his designation as a Chartered Accountant in Scotland in 1986 and in Alberta in 1996. In 2006 he obtained his Chartered Business Valuator designation and is registered in the speciality register of the Institute of Chartered Professional Accountants of Alberta as a CPA-Designated specialist in Business Valuation.

Andrew has over 30 years of public practice experience gained in the international marketplace working in the United Kingdom, the Falkland Islands, in Canada’s Northwest Territories and Nunavut, and finally in Edmonton for the last 10 years with Mowbrey Gil Business Advisory Services Inc.

Valuation and Litigation experience:

• The valuation of businesses and business interests for the purpose of shareholder disputes, matrimonial property actions, breach of contract, shareholder dissent, or oppression remedies
• The valuation of businesses and business interests for the purpose of Employee Share Ownership Plans (“ESOPs”), key employee buy-ins, and employee share options
• The valuation of businesses and business interests for the purpose of estate freezes and tax reorganizations
• The valuation of businesses and business interests for the purpose of purchase price allocations and goodwill impairment
• The determination of business losses and damages arising from such actions as a breach of contract, breach of trust, business interruption, and personal injury
• Andrew has been qualified at the Court of Queen’s Bench of Alberta as an expert in the areas of business valuation

Corporate Finance experience:

Assistance through the business purchase and sale process including:

• Participation in the due diligence process
• Assistance in the determination of price
• Transaction rate of return analysis and determination
• Assistance in the negotiation of price and contracts
• Assistance with the development and review of Letters of Intent, Memorandums of
• Understanding, Share Purchase Agreements, and Unanimous Shareholder Agreements
• Assistance at the development, planning, implementation, and execution of Employee Share Ownership Plans
• Assistance with Institutional Financing for expansion, acquisitions, and exit strategies

Selected Government and First Nations experience:

• Development of Economic Development and Capacity Building Framework for First Nations groups
• Ongoing advice in the area of Economic Development to First Nations groups, including assistance in the negotiating process between aboriginal and non-aboriginal parties
• Assistance in the negotiation process of inter-provincial joint ventures between First Nations groups
• Implementation of debt and deficit recovery programs on behalf of government agencies and departments
• Consulting on the budgetary process and cost reduction policies for government departments
• Consulting on the implementation of governance and financial processes for Aboriginal Self Government

Phone: 780.421.5916
Email: m.draper@mowbreygil.com

Morris joined Mowbrey Gil in 1998 when his practice merged with the firm. Morris’s preferred and primary area of practice is the provision of accounting, financial, income tax, and estate planning services to owner-managed businesses, professional practices, and high net-worth clients.

Morris’s breadth of experience also provides a valuable resource in the mentorship and professional development of the Mowbrey Gil team.

Phone: 780.421.5892
Email: m.frost@mowbreygil.com

Michael joined Mowbrey Gil in April 2016 as a Senior Vice President with Mowbrey Gil Business Advisory Services Inc. practising in the areas of Business Valuation, Acquisitions and Divestitures, Financial Reporting, Corporate Finance, and Litigation Support.

Michael obtained his Bachelor of Commerce, Accounting and Finance degree from the University of Saskatchewan in 1996. He obtained his Chartered Professional Accountant designation in 1999 and became a Chartered Business Valuator in 2002.

Michael has worked with business operations in a number of industries in Canada including significant time in the engineering and construction sector in financial reporting, acquisitions, and divestitures with a North American focus. His expertise spans multiple industries and sectors, across Canadian and U.S. markets. He offers a blend of accounting and finance experience backed by deep technical expertise. Michael has a proven record of working in corporate settings, including valuation for mergers and acquisitions, financial reporting, and income tax purposes. Other experience includes due diligence and financial reporting.

Business Valuation experience:

• The purchase and sale of businesses
• Tax and estate planning
• Matrimonial property settlements
• Purchase price allocation and valuation of intangible assets
• Goodwill Impairment testing
• Fairness opinions

Litigation Support experience:

Loss quantification and economic damages in the cases of:

• Business interruption
• Personal injury
• Shareholder dispute
• Breach of contract

Business Advisory Services experience:

• Buy-side due diligence
• Transaction process (transaction pricing modelling, deal negotiating, assistance with preparation of Letters of Intent)
• Exit strategies for business owners
• Assisting with obtaining finance for business acquisitions and expansion
• Preparation of business and strategic plans

Phone: 780.421.5921
Email: r.gil@mowbreygil.com

Richard’s professional career experience has focused primarily in the areas of taxation and personal financial planning. Prior to joining Mowbrey Gil, Richard was a partner with a national firm of Chartered Accountants.

Richard’s professional career has focused primarily in the areas of taxation (both domestic and international), mergers and acquisitions, and personal financial planning. He also has several designations, including Certified Fraud Examiner (“CFE”) and Trust and Estate Practitioner (“TEP”) in order to better serve clients.

Richard is also qualified in the Alberta Court of Queen’s Bench as an expert in financial statements, financial planning, domestic and commodity taxation, and has provided specialized litigation support as an expert witness. His involvement in the community includes co-founding and serving as a Board member for the Polish Heritage Society for over 15 years.

Professional Memberships:

• The Institute of Chartered Professional Accountants of Alberta (Formerly ICAA, 1988)
• The Canadian Institute of Chartered Professional Accountants (Formerly CICA, 1988)
• Association of Certified Fraud Examiners (Certified Fraud Examiner, 1996)
• The Financial Planners Standards Council of Canada (Certified Financial Planner, 1997)
• The Institute of Chartered Professional Accountants of Manitoba (Chartered Professional Accountant, 2000)
• Society of Trust and Estate Practitioners (Canada) (Trust and Estates Practitioner, 2002)

Mergers and Acquisitions

Mergers and acquisitions pursued as a special interest practice area have yielded experiences in the privatization of public (government) organizations and the corresponding transaction structures, as well as a variety of dispositions and acquisitions of business interests.

Richard’s experience includes business dispositions of up to $50 million (collaborative experience with $100+ million dispositions), private placements, offering memorandums, initial public offerings, management buyouts, and cross-border transactions as well as the requisite valuation and taxation issues.

Family and Asset Protection

Income tax planning, business succession and asset securitization needs (litigation, matrimonial and family disputes), assisting persons seeking to secure the futures of their families and businesses.

Trusts

Similar factors have fuled specialized interest in the techniques and opportunities available by using family and asset protection trusts, both domestically and offshore (for persons immigrating to Canada).

First Nations

First Nations economic development initiatives, with an emphasis on business organization, are a primary personal interest for Richard. This interest has expanded to include significant exposure to First Nations issues beyond tax motivated business structure planning: economic initiatives – financial planning and forecasting; government – financial modelling, computer control and reporting systems, governance, and co-management/management of First Nations in financial distress.

Expert Testimony

Qualified in the Alberta Court of Queen’s Bench as an expert in financial statements, financial planning, domestic taxation, commodity taxation, and on computer systems matters.

Media and Professional Development

Richard has authored various magazine and newspaper articles on subjects of domestic and international taxation as well as a “Tips and Traps” course for the Canadian Institute of Chartered Professional Accountants on the subject of commodity taxation. Lectured extensively for community colleges, the University of Alberta, the Canadian Institute of Chartered Professional Accountants, the Institutes of Chartered Professional Accountants of Alberta, Saskatchewan, and British Columbia as well as the Canadian Bar Association, Alberta and British Columbia branches, and Royal Trust. The subject matters of these numerous lectures and seminars have included the life cycle of a business from inception through maturation to ultimate sale, personal financial planning, personal taxation, international taxation matters, and a host of client service oriented subjects: financial planning, fraud examination, business planning, succession planning, and financial modelling and forecasting

Richard has been featured on the western Canadian television networks CTV, ITV, and CBC Alberta News at various times on various topics.

Phone: 780.421.5918
Email: m.gillespie@mowbreygil.com

Mark is a graduate of the University of British Columbia (BA) and the British Columbia Institute of Technology (Dipl. Fmgt.). Mark became a Chartered Professional Accountant in May 2000 and completed the CICA In-Depth Tax Course in July 2001.

After working with national and regional accounting firms, Mark joined Mowbrey Gil in May 2003. Since joining the firm, Mark has advised clients in the areas of corporate and personal tax including corporate reorganizations, establishing family trust structures, owner-manager remuneration and the use of partnerships in business structures.

Mark is a member of the Institute of Chartered Professional Accountants of Alberta (Formerly ICAA) and the Canadian Tax Foundation.

Phone: 780.421.5877
Email: d.holtzman@mowbreygil.com

After graduating from the University of Alberta in 2013 with a Bachelor of Commerce degree, Daniel began his articles with Mowbrey Gil.  He has experience in all areas of accounting with a focus on the provision of accounting, financial, corporate, and personal tax planning for owner-managed businesses and professional practices.  He is committed to his ongoing professional development and is heavily involved with the recruiting and internal training aspects of our firm.

Phone: 780.421.5911
Email: c.jurkschat@mowbreygil.com

Chris joined Mowbrey Gil in September 2005. He is a Partner within the audit and assurance group, where he provides audit, assurance, income tax, and other advisory services to owner-managed businesses, not-for-profit organizations, pension funds, as well as some of the larger credit unions in Alberta.

Chris graduated from Dalhousie University in 2004 with a Bachelor of Commerce degree. He obtained his Chartered Professional Accountant designation after completing the Uniform Final Exam in 2007 and being named to the National Honour Roll as one of the top writers in Canada. Chris is also committed to ongoing personal and professional development. He has completed various courses in audit, accounting standards and income taxes.

Chris is also involved with a variety of community and volunteer organizations. He served for six years as Treasurer of Shadow Theatre (a part of the Varscona Theatre Alliance).  Chris is also a past member of the Practice Review Committee for the Chartered Professional Accountants of Alberta.

Phone: 780.421.5881
Email: d.kawaguchi@mowbreygil.com

Dusty joined Mowbrey Gil in 2006 as an articling student after completing his Bachelor of Commerce Degree at the University of Victoria. In 2009, Dusty successfully passed the Uniform Final Exam after completing the CA School of Business program and became a Chartered Professional Accountant in January 2010.

Dusty has experience in all areas of accounting with a focus on the provision of accounting, financial, corporate, and personal tax planning for owner-managed businesses, professional practices and not-for-profit organizations. He is committed to ongoing professional development and has completed various courses in the areas of income tax and accounting standards.

Phone: 780.421.5953
Email: t.klymyk@mowbreygil.com

Taryn graduated from the University of Alberta in 2013 with a Bachelor of Commerce degree, where she then proceeded to begin her articling career with Mowbrey Gil.  She obtained her CPA designation in April of 2016 and was promoted to Manager in Assurance Services in January 2018 and has been managing a number of not-for-profit clients ever since.

Taryn is also involved in a variety of community and volunteer organizations. She is currently serving as Past Chair (previously Chair) for YPAC in support of the Make-A-Wish. Taryn also has continued involvement with the University of Alberta School of Business by judging numerous undergraduate case competitions and leading a weekly seminar .  In addition, this past year she was asked to lead a weekly seminar for an introductory financial accounting course.

In 2021 Taryn was awarded the Early Achievement Award by CPA Alberta. The Early Achievement Award recognizes CPA’s who have had their accounting designation for 10 years or less and have rendered exceptional service to the profession and whose achievements in their careers and community have brought honour to the profession.

In 2022 Taryn was received the Moore North America Emerging Leader Award.  This award is given to recognize Taryn’s contribution to her community, the accounting profession, and demonstrated leadership potential.

Phone: 780.461.7920
Email: g.mowbrey@mowbreygil.com

Gregory is the managing partner of Mowbrey Gil and the practice leader within the audit and assurance practice group, where he has spent a substantial portion of his over 25 years of experience in public practice. Gregory has extensive experience in the areas of audit, assurance, tax, business investigations, and client advisory services and focuses his practice area primarily on owner managed businesses and not-for-profit organizations.

Gregory has a Chartered Professional Accountant designation and a Masters of Business Administration from the University of Calgary.

Gregory was an active member and past executive of the Kinsmen Club of Edmonton and has been involved in various community projects in and around the Edmonton area. Gregory is also past chair of the Practice Review Committee (PRC) for the Institute of Chartered Professional Accountant of Alberta (Formerly ICAA). The PRC ensures its’ members meet certain professional standards as required by the ICAA.

Phone: 780.421.5931
Email: g.nathan@mowbreygil.com

Garry Nathan joined Mowbrey Gil in September 2000 and was admitted into partnership on October 1, 2009. Garry specializes in providing a full range of professional accounting, assurance, income tax, and consulting services to owner-managed businesses and not-for-profit organizations.

Garry has over 20 years of experience in providing assurance work for medium to large–scale organizations, specifically servicing client corporate groups with personalized client care and service. Garry is a firm believer that only by working directly with business owners, their family members, and various advisors can you really get to know a client and provide them with the comprehensive service that clients of Mowbrey Gil have become accustomed to over the years. Relationships, growth, and service are integral components of Garry’s role as a Partner with Mowbrey Gil.

Garry was admitted to membership in the Certified General Accountants Association of Alberta in June of 2006.

Phone: 780.421.5933
Email: j.nethersole@mowbreygil.com

Janice is a vital and longstanding member of our firm who has been with us since 1979. As the firm Office Manager, Jan is involved in many internal functions such as accounts payable, accounts receivable, overseeing payroll and HR, as well as the maintenance of the firm’s time and billing systems. Additionally, Janice and her team handle all aspects of human resources and office administration.

Phone: 780.421.5878
Email: b.schwegmann@mowbreygil.com

Bernhardt joined Mowbrey Gil in 2008 after completing his Bachelor of Commerce degree at the University of Alberta. In 2010, Bernhardt successfully passed the Uniform Final Exam after completing the CA School of Business program and became a Charted Professional Accountant in June 2011.

Bernhardt has experience in all areas of accounting with a focus on the provision of accounting, financial, corporate and personal tax planning for owner-managed businesses and professional practices. He committed to his ongoing professional development and has completed various courses in the areas of income tax and accounting standards.

Bernhardt is also involved in the firm’s professional education and training for students. He enjoys working with the firms future CPAs to achieve the required competencies to earn their designation.

Phone: 780.421.5932
Email: s.weir@mowbreygil.com

Seanna graduated from the Grant MacEwan University in 2011 with a Bachelor of Commerce degree. After working with several smaller accounting offices, she joined Mowbrey Gil and proceeded to begin her articling in 2012.

Seanna graduated from the University of Saskatchewan with a Master of Professional Accounting and successfully wrote the Uniform Final Exam (“UFE”) in 2014. Seanna joined Mowbrey Gil’s tax department shortly thereafter and completed CPA Canada’s In-Depth Tax Program in 2017.

Seanna provides a wide range of tax and planning services to privately-owned companies and their shareholders. Seanna focuses primarily on corporate reorganizations, estate planning and tax compliance (corporate, personal and estate/trust) and also assists our international clients with cross border planning and reporting.

Phone: 780.421.5946
Email: c.wheeler@mowbreygil.com

After graduating from the University of Lethbridge in 2010 with a Bachelor of Management degree, Cathy began her articles with Mowbrey Gil.  She now manages several audits of our larger client groups, not-for-profit organizations and credit unions clients.

Cathy has also been involved in a variety of community and volunteer organizations. She previously served as Vice Chair and Treasurer for Rising Stars in support of Make-A-Wish, and has remained as a Member at Large. Recently, she joined the board of PALS – Project Adult Literacy Society as Treasurer. In addition, she is a regular volunteer for the CPA Alberta Volunteer Tax Clinic which prepares tax returns for low-income seniors in our community. Finally, Cathy also has significant past involvement with the recruiting and internal training aspects of our firm.

In 2022 Cathy was awarded the Early Achievement Award by CPA Alberta. The Early Achievement Award recognizes CPA’s who have had their accounting designation for 10 years or less and have rendered exceptional service to the profession and whose achievements in their careers and community have brought honour to the profession.