Our Team
PAUL SIMPSON
CPA, CA, LPA
Managing Director
TOM SCHMIDT
ICD.D
Managing Director
JONATHAN KOPE
MBA
Director
JOHN MILLIGAN
MBA
Director
PAUL LIM
Director
Robert is an M&A and corporate finance leader with 25+ years advising business owners through acquisitions, divestitures and capital raises. He has held CFO roles at national and TSX‑listed companies, leading major transactions including a $300M IPO, a $142M syndicated credit facility, and multiple portfolio acquisitions and divestitures. Robert is known for practical, relationship‑driven guidance that helps owners prepare for exit, enhance value, and execute successful transactions.
ROBERT MASSON
CPA, CA
Director
JOANNE NALLIAH
CPA, CA
Associate Director