Primary Service Areas :
With over 20 years of experience in business valuations and dispute management obtained both as the Regional Team Manager of the Canada Revenue Agency’s Toronto-based Valuation Section and as a Managing Director at a large international accounting and advisory firm, Tim has specialized tax and dispute experience across a wide range of assessment issues and industries. Tim clients range from closely-held entities to large publicly-traded multinationals and rely on have come to trust him for his informed and timely analysis of their business and valuation risks.
Tim has experience in the areas of shareholder conflicts, fairness opinions, restricted share analysis and transactional advisory services and with Kalex has executed valuation mandates for assets and investments involving the very largest of Canadian corporate entities.
He has been active in teaching business valuations and financial analysis since 2001 at various professional organizations and candidate education programs. He has testified on behalf of clients before the Tax Court of Canada as well as managed disputes for mediation/arbitration purposes.
- Chartered Business Valuator (CBV)
- Chartered Financial Analyst (CFA)
- CFA Society Toronto
- Chartered Financial Analyst Institute
- Canadian Institute Chartered Business Valuators
- Mount Allison University, Bachelor of Commerce, Financial Accounting