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OUR FIRM


A team of dedicated professionals providing small businesses, not-for-profits, charities and individuals peace of mind by helping them understand their numbers, minimize their taxes and maximize their wealth

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OUR FIRM


A team of dedicated professionals providing small businesses, not-for-profits, charities and individuals peace of mind by helping them understand their numbers, minimize their taxes and maximize their wealth

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INTEGRITY, RESULTS, GROWTH

Our Vision

McCay Duff LLP is an essential partner helping clients achieve their financial goals through expert tax, assurance and business advisory services.

Our MISSION

Clients count on McCay Duff LLP to make a positive difference in their lives and businesses, providing personalized financial advice within a professional culture of mutual trust and commitment to excellence.

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Jason Howarth


B.COMM, CPA, CA
Managing Partner

Jason Howarth


B.COMM, CPA, CA
Managing Partner

“I help clients in business by providing the tools they don’t have themselves.”


Expertise

  • Accounting and Auditing
  • Business Consulting
  • Tax Preparation and Planning
  • Personal Financial Planning
  • Business Valuations
  • Fund Management and Administration
  • Credit Unions

PROFILE

Jason Howarth believes that collaboration is key to providing his clients with tailored and well-researched solutions including tax minimization strategies, restructuring, and general business advice. He works with them to customize services to meets their needs and their desired level of involvement.

Jason also works with a number of not-for-profit groups and credit unions on a range of issues including fund management and administration, and he is a strong contributor to our staff-training and quality assurance programs.


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Blair Davidson


B.COMM, CPA, CA, CFP
Partner

Blair Davidson


B.COMM, CPA, CA, CFP
Partner

“I’m proactive in providing clients ways to help their lives and businesses.”


Expertise

  • Accounting and Auditing
  • Business Consulting
  • Personal Financial Planning
  • Real Estate Development
  • Insurance
  • Hotels
  • Commercial Real Estate
  • Non-Profit Organizations
  • Service Clubs
  • Churches

PROFILE

Blair Davidson’s priority is to provide his clients with high-quality advice, and to respond quickly to their business issues.  He ensures that every client receives prompt, expert, and customized solutions.

Blair also holds the prestigious position of International Chairman of JHI, an association of independent accounting firms around the world.  Each member firm, and their accountants and business advisors, is committed to achieving excellence in the delivery of services within their country and world wide. He is an active member of the Rotary Club of Ottawa where he is a past president and a Paul Harris Fellow;  He has also been a member of and chaired many other boards and committees in other charitable organizations. 


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Margaret N. Egan


B.ADMIN, CPA, CA, CIM
Partner

Margaret N. Egan


B.ADMIN, CPA, CA, CIM
Partner

“I work with each client to understand what keeps them awake at night.”


Expertise

  • Accounting and Auditing
  • Business Consulting
  • Tax Preparation and Planning
  • Personal Financial Planning
  • Business Plans
  • Cash-Flow Projections
  • Estate Planning

PROFILE

Marg first worked with McCay Duff in the 1980s, as a co-op student, and has spent her career here developing a personalized approach to resolving each client’s unique issues and concerns. 
Marg serves a diverse range of clients, from owner-managed businesses to not-for-profit organizations and is a trusted advisor that helps her clients make sound financial decisions. She is also trained in alternative dispute resolution. She also currently serves as the Treasurer of the Alzheimer Society of Ottawa and Renfrew County.


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Karen Freake


B.COMM, CPA, CA
Partner

Karen Freake


B.COMM, CPA, CA
Partner

“It’s a privilege to work with people navigating their way through the business world.” 


Expertise

  • Accounting and Auditing
  • Business Consulting
  • Tax Preparation and Planning
  • Churches and Other Non-Profit Organizations

 

 

 

 

 

 

 

PROFILE

Karen launched her career in Newfoundland in 1990 working with a national accounting firm.  In 1998, she transitioned to managing her own practice until 2003 when she moved to Ottawa and joined McCay Duff.  Karen became a partner in 2009, providing services to a client base that spans multiple industry sectors. Her wide range of professional services include accounting, assurance, business consulting, taxation compliance and strategic planning to small and medium sized businesses.

Her keen interest in the accounting profession stems from her experience growing up in an entrepreneurial family business environment. Her involvement in her local church community and children’ sports organizations draws her to provide this professional experience to numerous not-for-profit and charitable organizations. Organizations such as churches and related religious organizations have been large focus points for her continually growing not-for-profit client network. In addition, Karen has served in various capacities on not-for-profit and charity boards. 

Karen has developed a niche market providing her expertise to veterinary professional corporations through effective business consulting and strategic tax planning. When not at the office Karen enjoys spending time with family, traveling and other leisurely activities such a boating and motorcycling.


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Ryan Miller


B.COMM, CPA, CA
Partner

Ryan Miller


B.COMM, CPA, CA
Partner

“I want to be the first person clients call when they need help.”


Expertise

  • Accounting and Auditing
  • Tax Preparation and Planning
  • Business Consulting
  • Condominium Audits

PROFILE

Ryan Miller started with McCay Duff LLP in 2001 and joined Partnership in 2012.  During his time with the Firm Ryan has advised a diverse clientele of owner-managed businesses and medical professionals as well as clients in the not-for profit sector. 

Ryan is the partner in charge of quality control and professional standards.  He leads the training and development of staff on matters pertaining to Accounting Standards for Private Enterprises, Accounting Standards for Not for Profit Organizations, and International Financial Reporting Standards.  He is primarily responsible for ensuring that the Firm complies with Canadian auditing standards as set by CPA Canada.  Ryan also has experience working with CPA Ontario, conducting Practice Inspections of other Firms in Ontario to assess their compliance with assurance standards. 

In addition to overseeing audits and reviews Ryan works with clients in regards to corporate governance, internal controls, and financial planning including developing effective tax strategies. Ryan’s experience with the not-for-profit sector includes acting as Treasurer for a number of organizations, and being a regular presenter at the Canadian Condominium Institute speaking on topics related to corporate governance.

When not a work Ryan enjoys alpine skiing and travelling with his family.


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Dianna Larkin


BBA, CPA, CA
Partner

Dianna Larkin


BBA, CPA, CA
Partner

“I really try to put myself in the shoes of business owners to provide practical, solid advice.”


Expertise

  • Accounting and Auditing
  • Tax Preparation and Planning
  • Business Consulting
  • Business Plans and Cash Flow Projections
  • Due Diligence for Business Acquisitions
  • Dental Industry Specialist

 

 

 

 

 

PROFILE

Dianna joined the firm as a senior manager in 2010 and became a partner in 2013. A graduate of Acadia University, Dianna holds a Bachelor of Business Administration degree as well as her designation as a Chartered Professional Accountant. 

Dianna’s parents were business owners, and instilled in her a strong understanding that, when working with her clients, their accounting represents more than just numbers; it represents their hard work, sleepless nights and hopes for the future.  She thoroughly enjoys working with business owners as their trusted advisor providing advice that helps them run successful businesses and reach their goals. In addition to providing accounting and tax services she also provides business consulting services, including: cash flow projections, due diligence reviews for clients considering a business purchase, as well as assistance with arranging financing for business acquisition and/or growth. She also has a growing specialty working with dental professionals. 

Dianna is a strong believer in giving back to the community and her volunteer activities include mentoring youth in her church as well as being a member on the Finance and Audit Committee of St. Patrick’s Home of Ottawa. 


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Greg Kauffeldt


B.COMM, CPA, CA
Tax Partner

Greg Kauffeldt


B.COMM, CPA, CA
Tax Partner

“I help clients comply with the Canadian and US tax rules and take pride in providing solutions to help them meet their tax goals.”


Expertise

  • Business Consulting
  • Estate Planning
  • Tax Preparation and Planning
  • U.S. Tax Services
  • GST/HST

PROFILE

After obtaining his Bachelor of Commerce from the University of Ottawa, Greg began his career as an articling student with a national accounting firm. He attained his CA designation in 2006 and completed the Chartered Accountants of Ontario In-Depth Tax courses in 2008.

Since joining McCay duff in 2004, Greg has primarily focused on helping business owners and individual clients successfully resolve tax issues. Greg’s experience includes providing tax compliance, consulting, in-depth tax and estate planning and GST/HST compliance to business owners in a wide range of industries. Greg also has extensive experience in providing US tax advisory and compliance services.

Outside the office, Greg enjoys hiking, canoeing and camping with his family.


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OUR Managers


OUR Managers


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Contact Paul
613-688-2634
1-800-267-6551, ext. 249
Email: pspare@mccayduff.com

Paul Spare, B.COMM, CPA, CA

Paul joined McCay Duff in 1999 after graduating from the Commerce program at the University of Ottawa. Paul specializes in tax preparation and planning, U.S. tax services and estate planning. Paul sits on the Board of Directors of the Rideau View Golf Club and is the past president of the club.

Expertise/Clients: Tax preparation and planning, U.S. tax services, estate planning, corporate reorganizations


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Contact April
613-688-2633
1-800-267-6551, ext. 250
Email: awheeler@mccayduff.com

April Wheeler, B.COMM, CPA, CGA

April Wheeler has been working in public accounting for over 15 years at McCay Duff LLP. She provides services to a variety of clients, including small businesses, not-for-profits, hotels, and commercial leasing enterprises. April takes pride in helping businesses and organizations learn what their numbers mean and how they can contribute to strategic growth. With the team at McCay Duff, she takes on an advisory role with clients by providing guidance on how they can improve the financial health of their business. April is a graduate of Algonquin College with a Professional Accounting Diploma and Laurentian University with an Honours Bachelor of Commerce degree.

 

April has served as Treasurer on the Board of the Ottawa Chapter of the Canadian Condominium Institute. She has also volunteered with the Look Good Feel Better Program for Women Living with Cancer. Currently, April is an online facilitator for Algonquin College, helping to train and mentor the next generation of accounting professionals. She has also volunteered as a girls’ minor softball coach and taught Sunday school at her local church. She enjoys staying active and fills her spare time participating in curling and kickboxing. April is a proud member of the Women’s Business Network of Ottawa and volunteers on the WBN’s Programming Committee.

Expertise/Clients: Accounting and auditing, tax preparation and planning, non-profit organizations, condominium, home builders, life insurance, hotels, commercial leasing,
service clubs


Contact Stephanie
613-688-2637
1-800-267-6551, ext. 276
Email: scourneyea@mccayduff.com

Stephanie Courneyea, B.EC, CPA, CGA

Fully bilingual, Stephanie received a Bachelor of Economics degree at the University of Ottawa and a Professional Accounting Diploma at Algonquin College before joining McCay Duff in 2005. Now, she delivers accounting and auditing services to her many not-for-profit and condominium clients. Her for-profit clients get the benefits of this expertise plus advice based on her extensive knowledge of tax preparation and planning. When not working, Stephanie enjoys skiing and running.

Expertise/clients: accounting and auditing, tax preparation and planning, non-profit organizations


McCay Duff Valuations & Consulting
President

Contact Rick
613-236-2360
1-800-267-6551, ext. 225
Email: revans@mccayduff.com

Rick Evans, CPA, CPA(CA), ABV, CFF, CVA, CFE

A graduate of Carleton University, Rick is a Chartered Professional Accountant with over 22 years of public accounting experience in Canada and the United States. Rick has recently joined McCay Duff after spending 15 years in public accounting in California, the last 10 of which he spent performing business valuation and litigation support work for clients in various industries including construction, food services, retail, and professional services. Rick also has extensive experience performing audit and review engagements for clients in diverse industries and has qualified as an expert in Superior Court in California. Rick has the Accredited in Business Valuation (ABV) credential from the American Institute of Certified Public Accountants and is currently enrolled in the Chartered Business Valuator program of studies.

Expertise/clients: Business valuations, construction, manufacturing, food services, retail


Contact Andrew
613-688-4405
1-800-267-6551, ext. 248
Email: ajeffkins@mccayduff.com

Andrew Jeffkins, B.COMM, CPA, CA

Andrew received a Bachelor of Commerce degree at the University of Ottawa before joining McCay Duff in 2008. Now, he delivers accounting and auditing services to our many not-for-profit and owner managed business clients. Our for-profit clients can draw on both his accounting expertise and extensive knowledge of tax preparation and planning. When not working, Andrew enjoys cooking, reading and his vintage record collection.

Expertise/clients: accounting and auditing, tax preparation and planning, non-profit organizations


Contact Mario
613-688-2638
1-800-267-6551, ext. 247
Email: mnavas@mccayduff.com

Mario Navas B. COMM, CPA, CGA

Mario joined McCay Duff full-time in 2007. He is a graduate of Algonquin College with a Professional Accounting Diploma and Laurentian University with a Honours Bachelor of Commerce degree. Mario specializes in providing accounting, auditing and tax preparation services to not-for-profit organizations and private enterprise clients. Mario is an avid runner and has participated in both half-marathons and marathons. He is also a classic film enthusiast.

Expertise/clients: accounting and auditing, non-profit organizations


Contact Jennifer
613-688-2644
1-800-267-6551, ext. 242
Email: jwakeham@mccayduff.com

Jennifer Wakeham, BBA, CGA

Jennifer attended Mount Saint Vincent University in Halifax, NS, graduating in 2001 with a Bachelor of Business Administration, majoring in accounting. She earned her CGA designation in 2005. Jennifer worked for public accounting firms in both Halifax, NS and Calgary, AB prior to moving to Ottawa in the summer of 2012. Jennifer joined McCay Duff in September 2012 and provides accounting and tax services to owner managed business clients. When not in the office, Jennifer enjoys doing cross-stitch, baking and spending time with her husband and two children.

Expertise/clients: accounting, tax preparation and planning


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Contact Norah
613-688-2645
1-800-267-6551, ext. 241
Email: njoy@mccayduff.com

Norah Joy, Information Technology Manager

As Information Technology Manager, Norah has been a mainstay at McCay Duff for more than three decades and counts among her accomplishments the company’s Intranet that she designed and built herself. As well as managing the internal technology and keeping the servers current, Norah was also instrumental in launching CCH Document, a document-management system that allows for increased efficiency in an office that employs more than 45 people. To take her mind off technology matters, Norah likes to spend time in the garden.

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OUR Supervisors


OUR Supervisors


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Contact Sherrie
613-688-2643
1-800-267-6551, ext. 264
Email: smoore@mccayduff.com

Sherrie Moore, CPA, CA, B.Comm

Sherrie joined McCay Duff full time in 2008. She graduated from the University of Ottawa with a Bachelor of Commerce degree with specialization in accounting. Sherrie delivers accounting and auditing services to our many not-for-profit organizations and private enterprises. Sherrie enjoys reading and spending time at the family cottage during her free time.

Expertise/clients: accounting and auditing, tax preparation, non-profit organizations, private enterprises

 


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Contact Mike
613-688-2641
1-800-267-6551, ext. 289
Email: mpauli@mccayduff.com

Michael Pauli, CPA, CA

Michael received a Bachelor of Commerce with a Specialization in Accounting from the University of Ottawa before joining McCay Duff in 2012. He provides accounting, auditing and tax services to a diverse range of clients including not-for-profit organizations, condominiums and private enterprise clients. In his spare time, Michael enjoys mountain biking, downhill skiing, camping and making furniture.

Expertise/clients: accounting and auditing, tax preparation, non-profit organizations, private enterprises, condominiums


Contact Davin
613-688-2636
1-800-267-6551, ext. 289
Email: dpaulin@mccayduff.com

davin paulin, CPA, CA

Davin received a Bachelor of Accounting from Brock University.  Upon graduating in 2013 Davin returned to his hometown Ottawa and joined McCay Duff.  He provides accounting, auditing and tax services to not-for-profit organizations, condominiums and private enterprise clients. When not working you will often find Davin camping or trying to perfect his pizza recipe.

Expertise/clients: Accounting and auditing, tax preparation, commercial leasing, condominiums, non-profit organizations and private enterprises