Hugh Davidson, CA, CBV

Brian Horner, CA, CFP, TEP

Mark Stewart, MBA, CA, TEP

Graham Sweett, CA, TEP

Boyd Tilley, CA

The firm has twenty-one additional team members.

Accounting team:

Tara Spurr, CA

Bonnie A. Shillington, B. Comm

Ryan Tilley, B. Comm, CA

Trevor Magarvey, B.Comm, CA

Robin Allison, B. Comm

Diana Walsh, B. Comm

Morgan McWade, BBA

Brad Robichaud, BBA

Ian Stark

James Ash

Vu (William) Nguyen

Shawn Comeau

Lisa Landry

Katrina Smith

Catherine Giordani

Marilyn Tremere

Amanda Gould

Michelle Mansfield

Support Team:

Tracy Dodge

Lizz Junkin

Aldine Koster

Gillian Bellworthy

The firm's objectives are to provide our clients a full range of high caliber services. We strive to maintain the quality of this service through the provision of continuing contact between the partner in charge of each engagement and the client. In addition, we emphasize the continuity of job-staffing arrangements so that the team member assigned to each engagement knows the clients’ needs. This feature is facilitated through our positive efforts to recruit and retain innovative, competent team members.

Through our membership in NEXIA we have developed strong relationships with the other NEXIA offices across Canada. Together the offices comprise over fifty partners with over 200 additional professional staff. The wide range of professionals in our organization gives us access to personnel who have experience and expertise in a variety of fields and specialties. This includes health care consultants, computer specialists, management consultants, mergers and acquisitions experts and trustees in bankruptcy.

As a member of NEXIA International, Lyle Tilley Davidson is part of a worldwide accounting organization, which operates in eighty-four countries. This network provides access to knowledgeable financial professionals who understand the culture, business practices and financial workings of business throughout the world.

Team Assignment

It is a policy of our firm to use the same team, whenever possible, from year to year to ensure that our clients know the people involved with their organization and that our team is also familiar with our client’s personnel, needs, and organization.

Team Familiarity

Planning meetings are held prior to the start of fieldwork to help the team gain an understanding of the clients operations, as well as to plan the actual audit. New junior team members are also responsible for preparing certain audit programs and schedules prior to the start of fieldwork. This involves a review of the previous year’s working paper files, which provides a certain amount of familiarity with the particular organization’s operations. In addition, supervision during fieldwork by senior team members ensures that new team members become familiar with our clients operations quickly.

Partner Involvement

In our firm the partner in charge is directly involved with the audit from start to finish. Partner approval and review occurs at various times during the course of the audit. The audit team is also encouraged to discuss potential problem areas with the partner at early stages in order to minimize redundant work and procedures and to adapt to changing demands. With particular contentious issues the partner in charge will often become involved in the fieldwork. It is also a policy in our firm to review files at the client’s premises, whenever possible. This ensures that the partner has all necessary information at hand as well as speeding up the completion of both the interim and final audits.

The partner will also be available to meet with the Board of Directors and staff throughout the year.

We have developed a wide range of clients for whom a diverse range of services is provided. Clients range from individuals to corporations having more than 200 workers and annual gross revenue in excess of $30,000,000. They include all types of businesses, including co-operatives as well as not-for-profit organizations and government bodies. Our present engagements are approximately equally divided among the following categories:

• Audit engagements, including accounting assistance and related services;

• Non-audit review engagements, where an audit opinion is not required;

• Consulting services, including completion of government incentive applications, business valuations, investigations for acquisitions and mergers and forensic reporting, implementation of and revisions to accounting systems (manual and computer applications), computer services for hardware, software and networks; and

• Income, estate and commodity tax planning, advice and return preparation, financial planning and general financial advice.

We have a diverse client base spread throughout the Maritimes.

Listed below is a short list of our varied client sector:

• Manufacturing and processing

• Wholesale distributors

• Retailing

• Real estate development

• Construction

• Not for profit organizations

• Government organizations

• Film and television production

• Scientific research

• Professional practices

• Charitable and athletic organizations

• Various service industries

• Food and beverage

• Entertainment

• Fishing

• Farming

• Financial services