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Partners

Please click on the names below to view more complete information on the individual:

 

JAGDISH PATEL,  B.Com., M.B.A., C.P.A. (U.S.), C.A. (Managing Partner)

Jag is the firm's managing partner. In addition he services  clients in  land development,  housebuilding, construction, condominium development, wealth management, food services etc.

Areas of Practice:

  • Audit and accounting services for private enterprise

  • Canadian corporate, partnership and personal taxation planning and compliance

  • Estate and trust planning, including family succession matters, will structuring and planning

  • Mergers and acquisitions

  • Assistance in arranging and structuring financing

  • Mediation

Education:

  • Bachelor of Commerce –  India - 1966

  • Chartered Accountant - India - 1969

  • Master of Business Administration -  Pepperdine University, California, U.S.A. - 1973

  • Chartered Accountant –  1976

  • United States Certified Public Accountant - 1973

Professional Affiliations:

  • Member of the Canadian Institute of Chartered Accountants

  • Member of the Ontario Institute of Chartered Accountants

  • Member of the California State Board of Accountancy

  • Member of the Institute of Chartered Accountants of India

Other Interests

  • Golf, Travel

 

Jeffrey Goldfarb, B.A., M.B.A., C.A.

Jeffrey uses his experience and knowledge to service  clients in real estate , wealth management, telecommunications, and other areas.  Jeffrey takes a personal approach to his practice establishing a close professional relationship with each individual client in an effort to best service their needs.

Areas of Practice:

  • Audit and accounting and stewardship services for private enterprise

  • Taxation planning and compliance for corporations, partnerships, trust and individuals.

  • Estate and trust planning, including family succession matters.

  • Strategic business planning.

Education:

  • Bachelor of Arts

  • Master of Business Administration

  • Chartered Accountant

 Susan Farina,  B.B.A., M.B.A., C.P.A. (U.S.), C.A. (Tax)

Susan heads up the GSP tax group and has extensive expertise in a broad range of tax areas. Susan works extensively with the other partners and staff helping them deliver a high level of tax services and creative tax solutions to our clients.

Areas of Practice:

  • Canadian corporate, partnership and personal taxation planning, research and compliance, including extensive expertise in dealing with tax audits and handling all aspects of tax appeals

  • Estate and trust planning, including family succession matters, will structuring and planning

  • Commodity tax planning and compliance (including Goods and Services tax (“GST”) and provincial sales tax)

  • United States tax compliance and planning

  • Cross-border and international tax planning and issues

Education:

  • Bachelor of Business Administration – 1981, Schulich School of Business (York University)

  • Master of Business Administration - 1983, Schulich School of Business (York University)

  • Chartered Accountant –1983

  • United States Certified Public Accountant -1994

Professional Affiliations:

  • Member of the Canadian Institute of Chartered Accountants

  • Member of the Ontario Institute of Chartered Accountants

Other Interests

  • Skiing, swimming and relaxing with her family

 Nizar Manji, C.A.  A.C.C.A. (U.K.),

Nizar services  clients in the real estate industry, rental properties, construction, wealth management,  housebuilding, condominiums, manufacturing, wholesale and retail.

Areas of Practice:

  • Audit and accounting services for private enterprise

  • Canadian corporate, partnership and personal taxation planning and compliance,

  • Estate and trust planning, including family succession matters, will structuring and planning,

  • Strategic business planning

Education:

  • Chartered Accountant

  • Certified Accountant (U.K.)

Professional Affiliations:

  • Member of the Canadian Institute of Chartered Accountants

  • Member of the Ontario Institute of Chartered Accountants

  • Member of the Association of Chartered Certified Accountants (U.K.)

Other Interests

  • Travel

Benjamin ShisHler, C.A.; A.C.M.A

Benjamin's area of practice covers a broad spectrum of clients including:

Automotive Retail; Aviation Services; Catering Services; Condominium Corporations; Dental & Medical Practitioners; Electrical Contractors; High Tech Designers & Manufacturers; Industrial & Management Consultants; Movie Directors; Musical Composers & Performers; Pharmaceutical Researchers; Real Estate & Rental Properties; Retail; Software Developers; Temperature Control Engineers & Manufacturers; Town Planners.

Areas of Practice:

  • Income tax compliance for private corporations and individuals

  • Management and corporate planning

  • Audit and accounting for private enterprise

  • Research and Development claims

  • Estate planning

  • Assisting clients in obtaining public listings on the Toronto and junior Canadian Stock Exchanges

  • Corporate and personal taxation

Education:

  • CA - University of the Witwatersrand, Johannesburg, South Africa- 1966

  • A.C.M.A. in 1977

  • Chartered Accountant in 1978 (Canada)

Professional Affiliations:

  • Member of the Canadian  Institute of Chartered Accountants

  • Member of the Ontario  Institute of Chartered Accountants

  • Member of Chartered Institute of Cost and Management Accountants  (UK)

Other Interests

  • Music, golf, tennis, sailing and photography.

Barry Stork, B.A. (Math), C.A.

Barry services a  significant number of  clients  involved in real estate, although he also services clients in the following businesses: advertising sign rentals; interior design; jewelry manufacturing; investments; owner/operator of ATMs; paging system manufacturer; photographic supplies wholesaler; restaurants and professionals. Barry is a strong believer in the idea that the happiest client is the best client and strives to have the best clients.

Areas of Practice:

  • Corporate and personal taxation

  • Financial and strategic business advisory services to entrepreneurial clients

  • Succession, mergers and acquisitions advice

  • Family law matters

  • Estate planning and estate tax services

  • Audit and accounting services for private enterprise

Education:

  • B.A. (Math)

  • Chartered Accountant –1982

Professional Affiliations:

  • Member of the Canadian Institute of Chartered Accountants

  • Member of the Ontario Institute of Chartered Accountants

Other Interests

  • Spending time with family and friends, traveling and puttering with cars, cycling, fitness, golf and reading.

Russell Sugar, B.SC., C.A.

Russ services clients  in the real estate industry, including house and condominium construction, land development, commercial and industrial rentals, tile importing and distribution, real estate appraising and demolition and restoration. Russ also services clients  in “high tech” engineering design and procurement, computer consulting, giftware distribution and investment companies.He is involved with coordinating activities related to the C.A. finalist training program at our firm as well as actively involved with “on campus” recruiting.

Areas of Practice:

  • Audit and accounting services for private enterprise.

  • Canadian corporate, partnership and personal taxation, planning and compliance.

  • Research and development claims.

  • Estate  and trust planning including family succession matters.

Education:

  • Bachelor of Science-1974, York University 

  • Chartered Accountant -1978

Professional Affiliations:

  • Member of the Canadian Institute of Chartered Accountants

  • Member of the Ontario Institute of Chartered Accountants

Other Interests

  •  Golf, music, photography and imaging.

Arthur Chippin, B.Comm., C.A., CFP

Arthur services  clients in many areas with emphasis on  wealth management, real estate investment, development and construction, telecommunications, manufacturing, software, and professional practices.

Areas of Practice:

  • Income tax compliance for private and public corporations and individuals.

  • Research and development claims

  • Audit and accounting for private enterprise

  • Due diligence

  • Corporate reorganization

  • Estate planning

Education:

  • Bachelor of Commerce - Dalhousie University, Halifax, N.S. 

  • Chartered Accountant - Alberta 1982

Professional Affiliations:

  • Member of the Canadian Institute of Chartered Accountants

  • Member of the Institute of Chartered Accountants of Alberta

  • Member of the Ontario Institute of Chartered Accountants

  • Certified Financial Planner

  • Member of the Canadian Institute of Financial Planners

Other Interests:

  • Tennis, softball, basketball, golf, skiing, coaching baseball, live theatre, films, books. Currently retired from travelling.

 

Stephen Shulman, B.SC., C.A.

Stephen’s area of practice is primarily in owner operated organizations. He provides personal services to his clients offering:

  • Guidance

  • Commitment

  • Results

He has worked with his father Larry  for over 18 years offering unique succession planning opportunities to family owned businesses and organizations.

Areas of Practice:

  • Audit, Accounting and Tax

  • Film / R&D tax credits

  • Entertainment Related Clients

  • Estate / succession planning

Education:

  • Bachelor of Science – University of Toronto - Neuroscience Major

  • Chartered Accountant -1986

    • Professional Affiliations:

    • Member of the Canadian Institute of Chartered Accountants

    • Villa Colombo – Vaughan – Board Member

    • Gala For Hope – Hospital for Sick Kids Foundation

    Other Interests

    •  Stocks, Formula 1, Corvettes

    NATHAN CHORAN, B. Comm., C.P.A. (U.S.), C.A. (Tax)

    Nathan has been a full-time tax practitioner since October, 1990. Nathan’s primary focus is assisting owner-mangers with their corporate and personal income tax issues. Nathan’s clients also include several US-based companies with Canadian branch operations, as well as providing tax advice to several accounting sole practitioners in the Toronto area concerning their client matters.

    Areas of Practice:

    • Canadian corporate, partnership and personal taxation planning, research and compliance,  including extensive expertise in dealing with tax audits and handling all aspects of tax appeals

    • Commodity tax planning, research and compliance (including Goods and Services tax (“GST”) and provincial sales tax).

    • Estate and trust planning, research and compliance.

    • United States tax planning, research and compliance.

    • Cross-border and international tax planning and research.

    Professional Accomplishments:

    • Lecturer for the Toronto area Accounting Education Consortium in 2005.

    • Authored a paper for the 2001 Ontario Tax Conference.

    • Served on the CICA and OICA’s budget summary team from 1996 – 2000.

    • Tutorial leader for the CICA In-depth Tax Program – 1995/1996.

    Education:

  • Bachelor of Commerce – 1987, McGill University.

  • Graduate Diploma in Public Accountancy – 1988, McGill University.

  • Chartered Accountant – 1990.

  • United States Certified Public Accountant – 1994.

    • Professional Affiliations:

    • Member of the Canadian Institute of Chartered Accountants (CICA).

    • Member of the Ontario Institute of Chartered Accountants. (OICA).

     

     

     

    Ami Patel, MAcc.,  C.A., C.P.A. (U.S.),

    Ami  services owner-managed entities primarily in the real estate industry.  These clients specialize in land development, commercial property management, and residential construction.  Ami's other clientele includes privately owned retail and service-oriented businesses.

    Areas of Practice:

    • Audit and accounting services

    • Income tax compliance for private enterprises and individuals

    • Strategic business planning

    Education:

  • Bachelor of Arts in Accounting – 2003,University of Waterloo

  • Master of Accounting – 2004,University of Waterloo 

  • Chartered Accountant – 2006.

  • Certified Public Accountant – 2008

    • Professional Affiliations:

    • Member of the Canadian Institute of Chartered Accountants (CICA).

    • Member of the Ontario Institute of Chartered Accountants (OICA).

    Other Interests:

    • Fitness, Running, Yoga, Travelling, Music

     

     

     

     

     

     

    RETIRED

    Stanley Goldfarb, F.C.A.

     

    Lawrence Shulman, B.Com. C.A.

    Larry retired from the practice on June 30, 2006, but continues to provide consulting services to us for clients in the real estate industry, construction industry, wealth management, etc.

    Consulting on Areas of Practice:

    • Audit and accounting services for private enterprise

    • Canadian corporate, partnership and personal taxation planning and compliance,

    • Estate and trust planning, including family succession matters, will structuring and planning,

    • Strategic business planning

    Education:

    • Bachelor of Commerce

    • Chartered Accountant

    Professional Affiliations:

    • Member of the Canadian Institute of Chartered Accountants

    • Member of the Ontario Institute of Chartered Accountants

    Other Interests

    • Travel

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