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    1 West Pearce Street, Suite 700, Richmond Hill, ON, L4B 3K3
1-905-479-1700

Adam Guyatt

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

Managing Partner

Biography

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 as well as
becoming certified in financial forensics (CFF). Adam leads the firm’s compliance team and additionally
specializes in business valuations, litigation support and forensics.  Adam has provided business and
asset valuations within the context of a wide range of disputes, 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.

Education:

  • Chartered Accountant (CA)
  • Chartered Professional Accountant (CPA)
  • Certified Financial Analyst (CFA)
  • Chartered Business Valuator (CBV)
  • Certified in Financial Forensics (CFF)
  • Forensic and Valuation Services (FVS)
  • Master of Financial Economics

Speaking Engagements:

  • Private Company Compliance and Understanding Financial Statements (November 2019)
  • Introduction to Concepts of Estate Planning: A Case Study on Taxation, Litigation and Insurance (April 2019)
  • Estate Planning – Protecting Family Assets: A Case Study on Taxation, Litigation and Insurance (January 2019)
  • Post Mortem Tax Strategies, Changes to Investment Taxation and the Voluntary Disclosure Program – National Webinar (March 2018)
  • Changes to Taxation for Medical Professional Corporations (June 2017)
  • Private Company Financial Statements, Business Valuations and Wind-ups (March 2017)
  • The Benefits and Implications of Incorporation for Medical Professionals (October 2016)
  • Tax, Wealth and Estate Planning (December 2015)
  • Estate Planning for Private Business Owners (October 2014)