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The Latest at Baker Tilly Ottawa

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    Baker Tilly Trillium names new managing partner

    Leamington, ON – Baker Tilly Trillium is pleased to announce the appointment of Patrick Ouellette to managing partner. Overseeing five offices in Aylmer, Dorchester, Essex, Leamington and London, Ouellette brings proven leadership, strategic insight and clientૹfocused perspective to his new role.

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    Baker Tilly WM rings in new year with new partners

    Vancouver, B.C. – Baker Tilly WM is celebrating the new year with five new partner promotions. Fernando Catala, John Demetri, Johanna Leh, Inderpreet Mand and Simi Sodhi have distinguished themselves with their technical proficiency, leadership and dedication to excellence, earning the coveted position of partner.

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    Corporate finance

    If your company is on the hunt for transaction structuring, funding sources, capital or support with corporate investment decisions, our specialty advisors are ready to serve as your one‑stop‑shop resource.

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    Intergenerational farm rollovers

    Family business succession planning involves many components, including family dynamics, leadership training, financial planning, management transition, legal agreements and ⁠–⁠ you guessed it ⁠–⁠ taxes.

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    2023 tax deadline calendar

    With so many Canadian and U.S. tax deadlines spread throughout the year, everyone could use an occasional reminder. Our 2023 tax deadline calendar provides a convenient month‑by‑month summary of key dates that could apply to you. You might even notice a few obligations that slipped your mind. If you don’t like getting caught by surprise, you’ll love our tax deadline calendar.

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    Investment Funds

    The investment funds industry has experienced significant growth in the last 20 years directly contributing to the wellbeing of the Canadian economy. As the leading advisors to the mid-market investment funds sector, we are the right partners to bring greater financial clarity and guidance.

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    2023 tax fact sheets

    Want to better understand Canadian tax rates for 2023? Then you’re in the right place. We’ve put together the following fact sheets to provide a convenient comparison of relevant tax rates for every Canadian province and territory.

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    Baker Tilly Trillium promotes five

    Leamington, ON – Baker Tilly Trillium would like to congratulate five professionals who have demonstrated the breadth of technical expertise, service excellence and entrepreneurialism to take on senior leadership roles at the firm. Lee Tessmer has been promoted to tax partner, Michelle Boutros and Shannon McCormick have been promoted to partner and Calvin Dawson and Benjamin Wiens have been promoted to principal.