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Our Team



Rick Grewal, CPA, CA, TEP


Rick started his career at KPMG where he obtained his CA designation. He subsequently joined PricewaterhouseCoopers LLP where he completed the CICA’s In-Depth Tax Course.  Rick has been in public practice for more than 10 years and he specializes in corporate reorganizations, tax consulting and tax compliance.  He also provides clients with accounting and assurance services.  Rick has assisted clients in a variety of tax specialist matters including estate freezes, post-mortem plans, transaction support, purification strategies to utilize the capital gains exemption, creditor protection strategies and voluntary disclosures. Rick has also obtained his Trust and Estate Practitioner (TEP) designation.

Contact Rick
Direct: (905) 597-1701


Adam Guyatt, CPA, CA, CFA, CBV, CFF


Adam obtained his ACA designation while working with Deloitte in the UK. On moving to Canada with Deloitte in 2009, he obtained his CA designation followed by his CBV and CFA designations. Adam has been in public practice for over 10 years and he specializes in business valuations, litigation support, forensics and transaction advisory services.  Adam also provides accounting and tax compliance services.  Adam has provided business and asset valuations within the context of family law matters, corporate reorganizations and purchase price allocations.   He has also provided expert advice with respect to estate disputes, identification of misappropriated assets and the quantification of unreported income.

Contact Adam
Direct: (905) 597-1702

Management & Staff

Christina Chu, CPA, CGA


Tony Zeng, CGA, CPA

Senior Accountant

Jessica Huang

Staff Accountant

Nicole Stachejczuk

Office Manager

Jim Doak, CPA, CA, CFP


Nishant Patel

Senior Accountant

Peggy Zhai

Staff Accountant

Annesa Khan

Administrative Assistant