The Partners

THOMAS W. HOWARTH
Thomas W. Howarth, CA, a partner since 1976, has been employed by the firm since 1968. He serves as an advisor to a large number of owner-managed businesses and professional clients and is active in McCay, Duff & Company LLP's small business counseling group. Mr. Howarth's specialties include business valuations, associations serving the broadcast industry, succession planning and estate planning. Mr. Howarth is involved in a number of charitable organizations and currently serves on the Board of Directors of St. Patrick's Home. He can be reached by email at thowarth@mccayduff.com.

BLAIR E. DAVIDSON
Blair Davidson CA, CFP, a partner since 1981 has been employed with the firm since 1975. Blair is currently the Managing Partner of the firm. His specialties include real estate development, insurance as well as providing accounting and auditing services to owner managed businesses, not-for-profit organizations and condominium corporations. As a Certified Financial Planner, Mr. Davidson provides a high level of service to the owner-managed businesses and professional clients in his practice, as well as being a resource for the firm's Personal Financial Planning area. He is very active in community affairs including his church and the Rotary Club. He can be reached by email at bdavidson@mccayduff.com.

G. WARREN TRICKEY
Warren Trickey, CA, a partner since 1986 has been employed with the firm since 1984, after ten years with a national accounting firm in Toronto. He now serves as the firm's Tax Partner, maintaining a high degree of expertise in all areas of taxation. He is the firm's consultant for such specialized areas as corporate reorganizations, tax shelter evaluations, financial, retirement and estate planning, U.S. personal income tax returns and the Goods and Services Tax. In 2006, he was awarded the Trust & Estate Planning (TEP) designation by the Society of Trust and Estate Practitioners. A frequent lecturer on tax issues for groups such as the Institute of Chartered Accountants of Ontario, Mr. Trickey is active in various community organizations. He can be reached by email at wtrickey@mccayduff.com.

ROBERT D. SHANTZ
Robert Shantz, CA, a partner since 1988, was first employed with the firm as a co-op student in 1977, joined full time in 1981. Currently responsible for the firm's quality control function, Mr. Shantz also contributes to McCay, Duff & Company LLP's annual professional development sessions. He is extensively involved in the firm's not-for-profit and condominium specialty groups in addition to serving numerous small and medium-sized businesses. Mr. Shantz shares his expertise with the community through his participation in a variety of charitable endeavors. He can be reached by email at rshantz@mccayduff.com.

MARGARET N. EGAN
Margaret Egan, CA, CIM, a partner since 2002, worked at the firm as a co-op student in 1985 and joined McCay, Duff & Company LLP full time upon her graduation in 1988. She was awarded her Canadian Investment Manager designation in 1998. Ms. Egan has a client base ranging from owner-managed businesses and professionals to not-for-profit organizations. Ms. Egan has trained in alternative dispute resolution techniques and is involved in the firm's education programs to prepare accounting students for their Uniform Final Examinations. Marg currently serves as the President of the Board of Directors for the Alzheimer Society of Ottawa and Renfrew County. She can be reached by email at megan@mccayduff.com.

JASON HOWARTH
Jason Howarth, CA, a partner since 2007, was employed by McCay, Duff & Company LLP from 1993 to 1997. He obtained his CA designation in 1996 and then spent several years as a staff CA and manager in a mid-size accounting firm in Toronto. He returned to McCay, Duff & Company LLP in 2002. Jason's responsibilities involve a variety of clients including owner-managed businesses, not-for-profit groups, credit unions, personal and corporate tax, as well as business valuations. Jason is a strong contributor to our staff training program and is heavily involved in maintaining the quality of our office standards. He can be reached by email at jhowarth@mccayduff.com.

KAREN FREAKE
Karen Freake, CA, a partner since 2009 has been employed with the firm since 2003. She began her career in 1990 with a national firm in Newfoundland and from 1998 to 2003 she ran her own practice. After moving to Ottawa, Karen focused on providing accounting, auditing and taxation services to businesses, not-for-profit organizations and condominium corporations. Karen is involved with her local Church Community as well as a variety of children's recreational sports programs. She has also served as secretary and treasurer of numerous charitable organizations including associations specifically related to the condominium corporation sector. She can be reached by email at kfreake@mccayduff.com.