Our biggest assets.
(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.
Anjali Dilawri, CPA, CA
Anjali brings with her over 30 years of experience, in both public practice and industry. Anjali began her career in public accounting with an international accounting firm, after which she moved into industry, working with a large high-tech firm in a variety of finance roles throughout her tenure,
including financial results and planning, total quality management, and systems implementation.
Anjali joined the Logan Katz team in 2004 and has since worked in a span of areas, such as
assurance, business advisory services, corporate and personal taxation, financial reporting
services, litigation support and technical writing. With a clientele comprising several diverse
industries – including not-for-profit, sector councils, high tech and hospitality – she has acquired
generally, and specifically relevant insights and knowledge.
In 2017, Anjali was welcomed as the firm’s first female Partner. Anjali specializes in servicing our firm’s highly valued not-for-profit clientele, as well as being a trusted resource to business owners. She also authors our firm’s external facing communications and articles. Anjali served as Treasurer of the Women’s Business Network in 2016 and 2017. Anjali was recognized as 2020 Businesswoman of the Year (BYAs) Professional Services category winner. Among colleagues and clients, she is respected for her dedication to her work and appreciated for her rare ability to combine professionalism with warmth, a smile and, often, a good laugh.
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.
David S. Logan, FCPA, FCA
Hard working. Quick thinking. “He looks at the numbers, integrates the facts and knows right away
how a business is doing.” Loyal. “Brings common sense to every situation.” A mentor. A listener.
These are just a few of the ways clients and colleagues describe David Logan’s attributes – and
why they choose to continue to work with him.
A Chartered Accountant since 1983 and a founding partner of Logan Katz, David has enabled our
clients and community to reach goals and soar. With expertise in key areas of the accounting
profession, he provides clients with the services and business guidance they need and know they can
rely on. David focuses on technology based startup companies ensuring that we constantly build
our capacity to be as much as part of the technology industry as an accounting firm can be.
To ensure Ottawa is an excellent place to start and grow businesses, David plays a major volunteer
role in Carleton University’s Lead to Win program and the University of Ottawa’s Startup Garage.
He also speaks frequently to groups and supports other learning activities of Invest Ottawa.
Since 1989, David has been actively involved with the Institute of Chartered Professional
Accountants, including nine years as a member of the Institute’s Professional Conduct Committee
and three years on the Practice Inspection Committee. His achievements include the Chartered
Professional Accountants of Ontario’s Fellow of the Institute, granting him the FCPA, FCA
designation, and the Trudeau Medal from the University of Ottawa’s Telfer School of Management.
Outside the office, David is happy spending time with his wife and their family. He is an avid cyclist
who enjoys long treks on the weekends in Gatineau Park and along the rural roads that frame our
Shawn Roussy, CPA, CA
Shawn has 17 years of progressively senior experience in a ‘big four’ accounting firm. Since joining
Logan Katz in March 2012, he has successfully established and leads our
cross-border tax planning and compliance services team. The team is a welcome addition for
clients who have financial interests in Canada and the US.
Related to his expertise in this area, Shawn is well versed in the content of trade treaties with the US and other countries, the outcome of extensive research supporting clients. As Shawn makes his mark expanding the scope of our
services, he is also building a practice to fully support the requirements of business owners and managers – a significant expansion to his own professional capacity.
Bright, outgoing and good-natured, Shawn creates strong and lasting ties with everyone he works
with – clients and colleagues alike. Meet with him and you will appreciate right away that he is
perceptive and committed to ensuring clients seize opportunities to their benefit.
Since joining the partnership in 2016, he has made an excellent place to work even
more so through his leadership and positive, capable approach to professional and inter-personal
situations. He is a leader and a dedicated people-first professional.
With seemingly no limits to his energy, Shawn plays ultimate throughout the summer, hockey in the
winter and runs and cycles in any season. He has biked the Cabot Trail three times and looks
forward to more trips in the future.
For the past eight years, Shawn has participated in the Ottawa City Chase (an urban Amazing
Race), consistently placing in the top ten each year and, in 2012, competing in the National City
Chase. He has volunteered for the past 15 years at the Annual CA Volunteer Income Tax
Preparation Program for low-income members of our community.
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.