Success is always a team effort.
That's why it's so important to have the right team working with you. At parker simone you'll find professionals who are highly qualified and vastly experienced. But best of all, you'll find a team that's committed to giving you the best possible service: personal service. From the ground up. Always.
Click on a name or use the next and previous links to learn more about the members of our team.
Here you can find out that we are More Than Just Accountants.
I'm the receptionist at parker simone, but that may be a bit misleading. Because being a receptionist for this dynamic, ever on the move, growing group of accountants is more akin to herding cats.
I hunt down misplaced files like a film noir detective looking for crucial evidence. I make sure packages get sent where they should and documents get put away where they can be found again. And I juggle the demands of the staff and anticipate their needs before they even know they have them.
But as much as my colleagues appreciate my brilliant herding instincts, I think they—and our clients—are most appreciative of another skill I have.
You see, I'm also a performer, a writer and a musician, and with my artist's eye, I can step back just enough to observe the rhythm of the office—the ebb and flow—and jump in when needed, always keeping my sense of humour. When those around me feel optimistic and happy, it makes me feel good. So along with professionalism, I'd say the most important quality I bring to parker simone is a love and understanding of people.
Not to underestimate how well I herd cats.
Kolbe A index: 7473
After obtaining my Bachelor's degree in Administrative and Commercial Studies from the University of Western Ontario in April 2005, I joined parker simone in November of that year. In 2008 I earned my CA designation, and I was delighted to be made a manager in January 2009. Gordon and Marco must like my work because I was promoted to senior manager in the fall of 2010.
In the fall of 2009 Marco asked me to assist him in a major initiative. The firm wanted to move to a paperless electronic work environment. Over the course of that year I worked closely with Marco and BAI Associates—the electronic office consultants we hired to guide us through this complex process. Finally, in the summer of 2010, the planning paid off and parker simone became a paperless electronic work environment. I continue to be the firm's paperless guru by holding ongoing training for the staff to ensure that we continually reap the rewards of all that hard work.
My professional experience has predominantly been working with the financial sector and for mineral exploration and technology clients. For instance, I've been audit manager for a number of international junior mining public companies, including Garrison International Ltd., CGX Energy Inc. and Goldstake Explorations Inc., as well as for technology companies such as Azcar Technologies Incorporated, OceanLake Commerce Inc. and Pioneering Technology Corp. I have also assisted my clients with IPO's, secondary prospectus offerings, reverse take-overs and IIROC registrations. I've also managed audits for not-for-profits, registered charities and privately-owned entrepreneurial companies.
My familiarity with the financial sector came through my involvement in the audits of investments holding companies, financial advisory firms, Canadian and US investment broker dealers, and private equity funds. I also took part in the CICA In-Depth Investment Dealer Training program, and I gained IFRS experience by attending the CICA's and ICAO's professional development courses.
It's great working at parker simone. I'm so glad I landed with a progressive firm that has such a fantastic depth and range of experience.
Kolbe A index: 7553
I joined parker simone LLP on April 1, 1996, (not joking) as office administrator. At that time the entire firm was comprised of Marco, Gordon and one CA. I brought 19 years of experience working for Montreal-based accounting firms, including Doane Raymond Chartered Accountants and Richter, Usher & Vineberg, Chartered Accountants.
As parker simone grew, so did my responsibilities. After a few years I was pleased and proud to accept the position of office manager. When we moved premises, I took on the challenge-and the logistics-of moving the office, contracting external services, and ensuring a smooth transition from one location to another. I was glad to see the last of the IT people when the move was finally accomplished, I'll tell you.
In addition to the usual duties of office management, I'm responsible for the hiring and training of administrative staff, staying on top of new developments in the administrative sector, as well as creating plans for upgrading systems. The firm's endeavor to go paperless—along with the upgrades and challenges this initiative involves—is definitely top on my list of personal growth experiences.
Over the past 15 years I've watched parker simone grow and change, but one thing has never changed—the personal touch and warmth of the people who work here.
I look forward to many more years of growing right along with them.
Kolbe A index: 7715
I began my accounting career with PriceWaterhouseCoopers as part of my co-op program in 1974. Three years later I passed my CA exams, and I decided to specialize in taxation.
I left Edmonton and joined KPMG's Mississauga office in 1983, which is where I met Marco. But I had a big independence streak, so in 1988 I left to set up my own practice in the Mississauga area. As sole proprietor my practice was pretty unusual, as the majority of my work was taxation based. But by 1993 the financial reporting side of the business had grown to the point where I needed a partner. I asked Marco to join me because we shared a common idea of the firm we wanted to build. Fortunately he agreed, and parker simone LLP was founded.
I continue to handle the taxation side of the business, while Marco manages our accounting and audit services. My work includes the usual compliance issues, both personal and corporate, and the not-so-usual international planning and compliance. I manage succession planning and implementation, acquisitions, mergers, dispositions, estate planning and management, foundation compliance and management, and not-for-profit sporting organizations and cultural organizations.
I'd have to say that when it comes to taxation, there's not much I haven't handled. In fact I've dealt with international taxation issues on six continents.
So, yes—I'm a bit obsessive. Or so my partners tell me.
Kolbe A index: 8732
I joined parker simone LLP as a manager in June 2011, with five years' experience in public accounting. As a graduate of the business program at Wilfrid Laurier University with plenty of practical experience, I've gained exposure to a wide variety of public accounting disciplines, including audit, review and compilations. I'm also pretty well versed in personal and corporate taxation and am continually expanding my skills in that area.
My accounting experience involves quite a broad range of industries, from financial institutions to not-for-profit organizations, and I've worked with both entrepreneur owners and corporate executives. You could say I thrive on variety—my practice is diverse and well-rounded.
So you won't be surprised that, in my spare time, I love travelling to new places. But novelty isn't the only thing that peaks my interest. I'm just as happy relaxing at my family cottage—or trying to restore my once respectable golf game.
Kolbe A index: 9722
After graduating from Queen's University I was hired as a CA student by a predecessor firm to KPMG where I articled in their Kingston office. Being young and adventurous I decided to move to the big city shortly after obtaining my CA. Soon I was staff manager with Cheney, Glenn & Graydon, the most established accounting firm in Oakville.
My experience working with owner-operated businesses grew rapidly, and I developed plenty of relationships with local professionals and business people, many of whom became good friends. In 1981 I was delighted to be offered a partnership in the firm. For the next several years I thoroughly enjoyed helping new clients achieve success in their respective fields, while honing my practice management skills. It was a fun, invigorating time.
Sadly, the founding partner died in 1989, resulting in a restructuring of the firm. Thanks to my Greek heritage I have a venturesome nature, so I decided to move on and try and build my own practice. An associate, John McIntyre, had the same idea so we soon formed Perris & McIntyre. John and I worked hard. We each hired a key professional to share our expanding responsibilities and in time we achieved success and recognition in the Oakville area.
A number of my clients expanded their operations into the US, and with those moves, their needs grew. I wanted to continue to provide them with valuable personal service, so I studied for the US CPA exams, qualifying in 1998. This US qualification has been a godsend in today's business climate, as the world has shrunk considerably. Our profession is evolving and new standards are continually being instituted.
I began to think that many of my clients would benefit from access to more varied expertise. This led me on a search for a firm that shared my ideals regarding client service and would fulfill my clients' needs in the future. In January 2012, I merged my practice with parker simone LLP. In the process I've taken on exciting new challenges and opportunities—which have definitely revitalized this seasoned practitioner.
One aspect of this merger that is particularly rewarding is having the opportunity to help young people learn what our profession is all about. Assisting our young students and professional staff, and hearing their thanks, reminds me of the early stages of my career when I was learning everything for the first time. I have two daughters in their 20's and helping them to understand life, and guiding them when they ask for my thoughts, has been one of the most gratifying aspects of being a dad. Now, at parker simone, I can help our young staff in the same way I've helped my daughters, and in the same way so many in the past have helped me.
Am I happy with the merger? Does an accountant like numbers?
Kolbe A index: 6682
My career began in 1980 when I joined the Toronto office of KPMG, which is where I met Gordon. In 1989 I left my position there as audit senior manager, and I took on various senior finance positions with Canadian real estate developers. As I fondly tell people, I learned how not to do real estate when I worked for a large home builder that went broke. I then learned how to do real estate when I joined Trizec Properties. My claim to "real estate fame" is when from 1991 to 1993 I was part of the Trizec team that built the most expensive parking garage in the world—the Bay-Adelaide Centre.
I was very fortunate when, in 1993, Gordon asked me to join him. It turned out we both had the same dream: to create a boutique firm that would give clients a genuine alternative to the large accounting firms; a partnership that would offer the quality of expertise found in the large firms—but also the personal and committed service that is pretty rare in those places. So in May 1993 we formed parker simone LLP.
Since its inception parker simone has developed its market niche, providing professional services to businesses around the globe including Canada, United States, United Kingdom, Australia, Africa, South America and Asia.
As for me? I'd say my strengths are providing our clients with audit, accounting and taxation services as well as overseeing the management of our business operations. One of my unique abilities is working with our clients to assist in resolving their business issues. This strength has helped me in building our base of entrepreneurs and public company clients, which are international in scope.
Another of my unique abilities is the mentoring of our professional and administrative staff. I derive a great deal of pleasure and satisfaction watching our people grow in their professional lives.
Currently I serve as an engagement partner for a number of private enterprises and public companies, and in the past I've had plenty of audit experience with regulated financial services clients, including investment counselors and a mutual fund dealer. I've provided professional services to virtually all sectors, from public companies and privately owned businesses to not-for-profit organizations and individuals.
When it comes right down to it—I'm kind of a Swiss army knife.
Kolbe A index: 6283