Our biggest assets.
Alex Fortier-Brynaert, CPA
Shortly after graduating from Carleton University’s Sprott School of Business Program in December 2017, Alex began his career in public accounting with Logan Katz in January 2018. Through his time with Logan Katz, Alex has gained a stock of knowledge in owner-manager remuneration and tax planning, personal and corporate taxation, as well as business advisory services. In 2020, he achieved his Chartered Professional Accountant (CPA) designation. A natural leader, Alex is actively involved in training the new staff and co-op students and is always happy to lend a hand.
(Ms.) Kerry Partridge
Kerry began her career at Logan Katz in early 2008 as Gary Katz’s Executive Assistant. She came to Logan Katz with several years’ of office experience, along with strong skills that lend to her ability to multi-task and work effectively. She’s been instrumental in streamlining many of the administrative procedures, as well as creating and maintaining an information/training manual that has been instrumental in ensuring that all clients receive the same level of professionalism and expertise from our entire Administration Team. She has proven to be a leader within the Administration Team and has eagerly taken on the role of Supervisor of Administration.
Neil Scilley, CPA, CA
Neil is a veteran CPA with extensive experience in a variety of areas of public accounting, team management and leadership. Neil manages a portfolio of assurance and non-assurance corporate clients and a team of professional staff. An excellent communicator and a strong public speaker, Neil has built trusted relationships with his clients. His ability to learn quickly and adapt to any situation have proven essential to excel in a field of ever-evolving standards and resources. With his leadership abilities and strong knowledge of accounting, Neil is an indispensable asset to our team.
Mary Le, CPA
Mary began her career in the accounting realm as a co-op student at Logan katz in 2014 and was hired as a full-time employee in 2016. During her time with us, Mary has earned her CPA designation, been promoted to Supervisor and then to Manager. Mary is experienced in assurance engagements, corporate tax, personal tax and Estate tax. Mary is an active firm representative, as she attends many networking and charity events. She is also actively involved in the recruiting of co-op students for our firm.
Chelsea Logan, CPA
Chelsea started her career in public accounting with Logan Katz in 2011 through summer internship placements. In 2017, upon her graduation from University of Ottawa’s Telfer School of Management, she was hired on a full- time basis. She has gained a wealth of experience both in providing personalized service to our clients and in technical accounting matters. Chelsea is well-versed in personal and corporate tax matters, with a keen interest in assurance engagements. In 2020, she achieved her Chartered Professional Accountant (CPA) designation and eagerly took on a new role as a supervisor at Logan Katz. Chelsea attends many networking events as a firm representative and is actively involved in recruiting co-op students for our firm.
Graham Wheatley, CPA, CGA
Graham obtained his Certified General Accountant designation in 1981, and has enjoyed a diverse professional career in public accounting for 20 years. As part of a national accounting firm for 10 years, Graham worked closely with owner-managed businesses, providing financial and business solutions to their management teams. As a CFO for a large computer software company and computer training company, he gained both domestic and international experience. Graham has also assisted in the development of a program to help independent contractors work through the maze of incorporation, supporting them in setting up their businesses and establishing banking relationships, and providing guidance in tracking and claiming appropriate business expenses. For many years Graham has volunteered for Junior Achievement and sports coaching, and is currently an accounting resource for Invest Ottawa. He also delivers presentations on taxation and business issues to financial planners in the Advocis group. He is an active canvasser for the Heart and Stroke Foundation.
(Ms.) Neha Agarwal
Since joining our firm in 2010 out of a co-op placement, Neha has grown to become an indispensable resource both internally to our staff and externally to our clients. She is our go-to person and subject matter expert for all taxation matters, including personal, corporate, estates and trusts, taxes at death, and cross-border taxation and related issues. In 2018, she earned a well-deserved role as Supervisor and now helps lead our taxation practice to new heights. Neha can always be counted to be thorough, detailed, and practical in her advice and she has built trusted relationships with our clients.
Kyle Royer, CPA, CA
Kyle began his career in public accounting with Logan Katz in 2013 as a co-op student through Carleton University’s Sprott School of Business Program. Subsequent to his co-op placement, Kyle joined Logan Katz on a full-time basis in May 2015, and obtained his Chartered Professional Accountant designation in 2018. Kyle has acquired extensive experience in several multi-disciplinary areas of public accounting, including personal and corporate taxation, owner-manager remuneration and tax planning, assurance (review and audit) engagements, business advisory services, and processing claims for Scientific Research and Development Investment Tax Credits (SR&ED). This experience has exposed Kyle to a wide range of industries.
Kyle utilizes his expertise as Manager of the Logan Katz Toronto Office and works closely with the firm’s Toronto-based clients. Through the firm’s partnerships with DMZ (Ryerson University accelerator), Kyle has also been able to offer his experience and knowledge to a number of the top tech start-ups as a Professional-in-Residence at The DMZ.
Wilson Li, CPA, CA
Wilson began his career in public accounting with Logan Katz in 2013 as a co-op student through the University of Ottawa’s Telfer School of Management Co-op Program. His dynamic personality and keen work ethic quickly allowed him to develop strong relationships with our partners and staff, as well as our clients. Wilson returned for a second co-op work term and quickly became a highly-valued full-time employee in 2015. He has worked diligently at developing his skills and expertise across a wide range of areas including personal and corporate tax, interim controllership functions, business advisory and assurance services. Wilson is an active ambassador for Logan Katz through presentations at Invest Ottawa, attendance at various charity and community events, and coordination of and participation in various student recruiting activities with the University of Ottawa.
Wendy is proud to be one of the firm’s longest-serving employees, having joined Logan Katz as Staff Accountant in 1999 and subsequently becoming Supervisor in 2012. Over the years, Wendy has developed a vast wealth of knowledge in the areas of corporate and personal tax and business advisory services, and is a trusted and extremely valued resource for the clients she serves. Wendy also shares this knowledge and experience internally with our students and junior staff through comprehensive training and mentoring programs.
Kim Oldham Bourgeois, Director of Operations
Kim brings 10 years of administration management experience to Logan Katz, along with extensive portfolio of experience in leadership, marketing, client service, program management and personnel recruitment and retention.
A motivated and experienced professional, she is accomplished in building strong employee teams and a strong organizational culture which encourages creativity, innovation, and teamwork. Kim’s effortless communication style is collaborative and solutions-based. Client service is at the heart of everything she does. Our maestro of operations, she helps to ensure a healthy, happy, productive, and well-functioning workplace for all. Kim is pleased to serve you in either of the two official languages.
Brenda Valente, CPA, CA
With over 20 years of experience in public accounting, Brenda has top-quality experience in assurance, business advisory services, pension plans, corporate and personal taxation, and all other key areas of public accounting. Since joining Logan Katz in 2005, Brenda has consistently provided reliable, thorough, and valuable professional services to our clients. Brenda’s focused and perceptive approach has proven to be an essential resource to our firm, particularly for our not-for-profit, owner/manager and individual clients.
Jason Valente, CPA, CA, TEP
With over 20 years of experience in public accounting, Jason has a wealth of hands-on experience with respect to taxation and accounting services to small and medium-sized entities across many industries. Since joining Logan Katz in 2002, he has provided our corporate and individual clients with uncompromising guidance and advisory services related to their tax-planning needs. With extensive and up-to-date expertise, he guides clients on the processes and rationales for opportunities including corporate reorganizations, use of trusts, estate planning, sale and purchase of businesses and claims for Scientific Research and Experimental Development Investment Tax Credits.
Denis Chainé, CPA, CA
Denis’ introduction to Logan Katz was through a job interview with founding partners, Dave Logan and Gary Katz. This was in 1994 and the confidence they all immediately felt in one another’s professional abilities, as well as their capacity to work well together continues to grow every day. It just works, and so does Denis; a fact that any colleague and client will attest to. He is an exceptionally hard-working person, which combine positively with his intelligence, perceptiveness and affinity for clients. Denis contributes to the many reasons our clients choose to engage Logan Katz. He continuously seeks opportunities to determine just how the firm can be more and bring more to clients. Denis appreciates that clients entrust him to manage important aspects of their lives. He is a professional who cares about people and, whenever possible, brings added benefit to those he serves. He is attentive to what you tell him and to opportunities and incentives that may be available to you through effective tax planning. Over the years, Denis has developed unique expertise in the area of taxation of and benefits for individuals with disabilities and their families. Denis is a past President of Le Regroupement des gens d’affaires de la capitale nationale (www.rga.ca), has served on the United Way Ottawa’s (www.unitedwayottawa.ca) community services cabinet, and is a past Treasurer of L’Association pour l’intégration communautaire de l’Outaouais. He is pleased to serve you in either of our two official languages. Denis is frequently called upon from local francophone media to comment on current business affairs. Denis is almost as busy in his personal life as he is in his professional life. In addition to spending time with his wife and keeping up with their three children, he enjoys playing tennis and socializing with close friends.
Trevor Kennedy, CPA, CA
Trevor began his career in public accounting in 2007 and obtained his Chartered Professional Accountant designation in 2010. He joined Logan Katz in 2007, became a partner in 2018 and became Managing Partner in 2020. Trevor has acquired thorough experience in all areas of public accounting, including assurance, business advisory services, corporate and personal taxation and processing claims for Scientific Research and Development Investment Tax Credits (SR&ED). The vast amount of diverse industries he has been exposed to over the course of his career include high-tech, not-for-profit, sector councils, hospitality and construction. Trevor consistently provides professional and courteous service to his client base.
Through partnerships with DMZ (Ryerson University accelerator), Start Up Garage (University of Ottawa accelerator), Lead To Win (Carleton University accelerator), L-Spark (SaaS-based accelerator) and Invest Ottawa’s Pre-Accelerator and Accelerator programs, Trevor has developed an interest and expertise in all things tech (start-ups through to mature tech clients). Trevor has been involved with dealing with employee stock option plans (ESOPs), simple agreements for future equity (SAFE), convertible debt, SR&ED claims, capital gains exemption statuses and many other tech-related issues.
Gary Katz, FCPA, FCA, TEP
You rightly expect sound advice and expertise from your business advisor. With over 35 years of
professional experience, Gary always focuses on the needs and priorities of the people who turn to
him for support. Talk with him about what you want now and down the road. He will guide you to
better ways of meeting and surpassing your goals.
Through extensive involvement with owner/manager businesses of varying sizes and complexities,
Gary has gained invaluable insight into challenges related to a range of activities, including
corporate taxation, Canadian and U.S. personal taxation, trust, estate and succession planning, and
owner/manager advisory services.
Gary has developed specialized know-how in the areas of corporate tax planning for businesses
based in or with facilities in the United States. Having also administered his personal real estate
portfolio for several years, he is happy to answer any questions you might have about real estate
Gary has maintained a client base of trust and estate clients and provides trust and estate tax and
advisory services as follows:
- Developing tax-saving strategies for estates
- Analyzing estate planning documents including wills and trust agreements to determine the
appropriate treatment of assets and liabilities for tax purposes
- Reviewing estate income tax returns and terminal individual tax returns
His achievements include the Chartered Professional Accountants of Ontario’s Fellow of the Institute, granting him the FCPA, FCA designation. Gary is past-president of the North American division of AGN International, a worldwide association of independent accounting and consulting firms. He is active in the Ottawa community and is also currently chair of the board of directors of the Glebe Centre for Long-Term Care.
Christa Gillis, CPA, CA
Christa has over 13 years of experience with a national firm specializing in taxation for personal, private and public corporate and estate clients. She has worked on a significant number of large corporate restructurings and with a number of cross border clients as a part of a national transaction team that provides expertise to clients across the country with regards to restructuring transactions and tax due diligence engagements. Christa has completed a number of courses in Chartered Professional Accountants Canada’s In-Depth Tax Program, the most comprehensive income tax training program in Canada, including In-Depth tax course parts I, II, and III, corporate reorganization, and tax issues for the owner managed business. Christa has been a facilitator for the CPA In-Depth tax course for the past four years.
Christa joined Logan Katz in 2021 and is poised to take a leadership role in our growing tax practice. Her technical excellence and breadth of experience, coupled with her embodiment of our values of client-inspired service make her a welcome complement to our firm’s service offering.