An integral part of the local business community and a graduate of University of Guelph, Susan launched her practice in 1992 and has gained priceless experience with a variety of different client types.

With over 20 years of experience as a practicing CPA, CA, she has become the trusted advisor to numerous successful clients. Whether you are a sole proprietor, owner-manager, shareholder of a corporation or looking for personal tax advice Susan is here to help you. Susan will walk you through the steps to make transition as smooth as possible.

Susan provides a wide range of business advisory services to clients, helping them to address potential problems before they become problems, and working with entrepreneurs to help them build better, more valuable, businesses. A key difference in Susan’s approach is that she wants you to understand your business and options. Susan will explain the options in a way that makes sense to you and assist you in coming to the conclusion that is best for you.

Outside of the office, Susan has held the position of treasurer as well as president with the Guelph Kiwanis Club. While her daughters were swimming she earned her master swim official with Swim Ontario officiating events at the local, provincial and national levels.

Qualifications:

• Bachelor of Arts
• Chartered Professional Accountants of Canada In-Depth Tax Course
• Chartered Professional Accountants of Canada In-Depth Corporate Reorganizations
• Chartered Professional Accountants of Canada In-Depth Tax Issues for the Owner-Managed Business
• Public Accounting License

Areas of Experience:

• Audit & Accounting
• Business Advisory
• Corporate Taxation
• Estate & Succession Planning
• Personal Taxation
• Trust & Estate Services

Lori graduated from Dalhousie University with a Bachelor of Commerce degree. She joined Curtis-Villar in 2004 and earned her CA designation in 2006 and became a partner in 2015.

She has her In-Depth tax certification which is designed for the more complex tax issues that our clients experience.

As Lori provides accounting, tax and business advisory services for businesses and individuals her goal is to help her clients understand the process. Her clients appreciate that she has a non-judgmental approach to her work and explains the different options in a way that makes sense to them.

Lori has been involved in the community in numerous ways. She is the past treasurer of the Kiwanis Club of Guelph’s satellite club, as well as the Children’s Foundation of Guelph and Wellington.

Qualifications:

• Bachelor of Commerce
• Chartered Professional Accountants of Canada In-Depth Tax Course
• Public Accounting License

Areas of Experience:

• Business Advisory
• Real Estate Professionals
• Corporate Taxation
• Personal Taxation

Victoria is a graduate of Dalhousie University’s Bachelor of Commerce program. She joined the team at Curtis-Villar in 2010 and successfully completed her CA exams in 2013.

When it comes to technology solutions for our clients, Victoria is the individual to reach out to. She is up-to-date on the current accounting solutions available as well as industry specific applications that are compatible with each accounting platform. Victoria works closely with our clients as they implement their accounting systems, as well as when they transition from one platform to another. She assists clients in making decisions as to which programs are being for their specific needs and in identifying when clients have outgrown their current accounting systems.

Victoria’s community involvement has ranged from volunteering with Junior Achievement Guelph-Wellington Economics for Success program and acting as the treasurer and then president of Big Brothers Big Sisters of Guelph.

Qualifications:

• Bachelor of Commerce
• Chartered Professional Accountants of Canada In-Depth Tax Course
• Public Accounting License
• Various certifications for accounting software programs and applications

Areas of Experience:

• Business Technology and Efficiencies
• Real Estate Professionals
• Corporate Taxation
• Personal Taxation

Eleanor came to Curtis-Villar as an 8 month co-op student in the fall of 2012. After completing her degree at Conestoga College, she joined the firm full-time in January 2014. Her most recent accomplishment was passing the CPA designation exam in the fall of 2017. Eleanor works alongside our professional accountants on corporate and personal tax clients.

Qualifications:

• Bachelor of Business Administration
• QuickBooks Online Core Certification
• QuickBooks Online Advanced Certification
• QuickBooks Desktop Certification

Areas of Experience:

• Business Technology and Efficiencies
• Corporate Taxation
• Personal Taxation
• Accounting Training

Sandra joined our team in 2017 when the former Diegel & Hagey became Curtis-Villar. She brings with her 8 years of accounting experience and will continue to offer support to Curtis-Villar's team of professionals in our Fergus office. Sandra works with our professional accountants on corporate and personal tax clients. 

Sandra assists our Fergus clients with government queries and information requests. From registering your business or personal account with CRA to submitting documentation for review, Sandra will guide our clients through the process. 

Qualifications

• Business Administration - Accounting Diploma
• QuickBooks Online Core Certification

Areas of Experience:

• Corporate Taxation
• Personal Taxation
• Payroll & T4 Preparation
• T5 Preparation

Jaskaran is a graduate from the University of Guelph, Bachelor of Commerce program. He joined the team at Curtis-Villar in November 2019. As he gains experience in the public accounting field he will be assisting our full service clients with their monthly, quarterly, and annual financial statements and reporting needs. 

Qualifications:

• Bachelor of Commerce

Areas of Experience:

• Government Remittances & Filing Requirements
• Monthly Reconciliations & Reports

Barb has been with Curtis-Villar since 2000 and is our senior bookkeeping specialist. Barb earned her Payroll Compliance Practitioner designation in 2015 and assists our team with all payroll related queries. In addition to this, she oversees the firm’s bookkeeping clients and assists them with a variety of needs. Barb is the main contact for our bookkeeping clients and provides them with a range of services from monthly/quarterly reporting, payroll, preparation of government remittance to bookkeeping training.

Qualifications:

• Business Administration - Accounting Diploma
• Payroll Compliance Practitioner
• QuickBooks Desktop Certification
• QuickBooks Online Core Certification
• Sage 50 Certification

Areas of Experience:

• Bookkeeping Training
• Government Remittances & Filing Requirements
• Monthly Reconciliations & Reports
• Payroll & T4 Preparation

James is the newest addition to our bookkeeping team, joining us in October 2021. James found his passion for bookkeeping while completing his Bachelor of Mathematics degree at the University of Waterloo and his first jobs upon graduation. Before joining Curtis-Villar, James went back to school to earn his bookkeeping certificate from Conestoga College.

James is a part of our full-service cloud bookkeeping client team and is assisting with QBO and Xero conversions. He is also assisting with a range of services from monthly/quarterly reporting, dext uploading and coding, bank reconciliations, preparation of government remittances and preparation of tax slips. 

Qualifications:

• Bachelor of Mathematics
• Bookkeeping Certificate

Areas of Experience:

• Bookkeeping Cloud Conversions
• Government Remittances & Filing Requirements
• Monthly Reconciliations & Reports

Jessica joined Curtis-Villar as our Practice Coordinator in September 2018 and was recently promoted in January 2022 to a Client Excellence Coordinator.

Jessica provides the background administrative support needed by our professional team from start to finish in the preparation of our clients financial information. She works directly alongside our partners with client on-boarding and scheduling.

Remel joined the Curtis-Villar team in January 2021 as our Operations and Marketing Manager