CPA, CA with over 30 years experience in providing advisory services. Owner of tax credit, grants, and sales tax refund advisory firms operating in Canada, the UK, Ireland, Brazil and the US. Firms have in total over 115 technical and scientific personnel on staff. Currently taking the firm through a major international expansion. Bruce’s Specialties include; assisting companies in obtaining tax credits for R&D expenditures, government grants, and sales tax refunds.
Founder and CEO of Fairtax, founded in 1994. Dan assists companies with recovering funding through Grants & Incentives; Indirect Sales Tax, and SR&ED ITCs. He builds a strong rapport with his clients and oversees the operations of the company. Dan provides quality assurance on every level of large file client interaction to ensure no viable opportunity is left behind and the client receives maximum funding recovery.
A results-driven executive with over 25 years of experience in government funding, including tax credits, and Government grants and incentives. Dieter’s skill set spans all operational areas with a core focus on maximizing the clients’ recovery strategy across a variety of programs. He has spent several years working with multinational organizations, maximizing their grant funding strategy around the globe. Dieter’s skill set includes Innovation Funding Strategy, Tax Recovery, Government Funding, SR&ED ITCS, and Government Incentives.
In 2010, Mike founded Onager Solutions, a government incentives firm. Mike grew the firm for 5 years, doubling every year in sales until being acquired by Fairtax in 2015. Throughout that time, Mike gained a Grant Reviewer’s Perspective, after being appointed to a Grant Review Team Board, by the Minister of Tourism, Culture and Sport. The Funding program was responsible for distributing $100 Million in annual grant funding in Canada. Mike was named Young Entrepreneur of the Year in 2013 and received Innovation Awards for the creation of the business. Mike now leads the Fairtax Grants & Incentive technical team.
Business Development Team
Experienced Facilitator of Client Relationships and Corporate Partnerships with a background in finance and business development supported by Business Administration degrees in both Corporate and Personal Finance. Skills have been demonstrated in a variety of roles such as small business operation and management of new business strategies. Past experiences have proven abilities in the management of special projects and the identification of unique synergistic relationships that drive the bottom line.
Sales and marketing professional with over 10 years of experience selling in the financial sector. Michael started his career with Manulife Financial working for their banking division. He has been with Fairtax since 2010 and his client centric focus has helped Michael develop a broad base of clients for Fairtax across a diverse range of industry sectors. Graduating from Carleton University in 2002 Michael’s skill set includes Sales Tax Recover, Grant Strategy, the SRED program, Apprenticeship management and Government Incentives.
Peter is a seasoned professional with over 10 years of experience in sales and business development. His exceptional communication skills, strong work ethic, and keen attention to detail allows him to play an integral part within the Fairtax team.
Melisa is a strategic, creative professional with 10 years of experience in marketing & brand management. She is responsible for implementing and maintaining the Fairtax brand standards while fostering and developing relationships with our national strategic partners. Her diverse skill set includes; advertising, graphic design, corporate branding, digital photography, event coordination, email marketing, and social media management.
Grants & Incentives Team
Andrew has a diverse academic background that has provided him attributes in developing analytical and client management skills, as well as successfully leveraging government funding. Andrew is in his 3rd year of study at Wilfred Laurier University with a future degree in Honours Bachelor of Business Administration and a HBA in Financial Mathematics.
Rebecca has developed over 10 years of experience as a Marketing Specialist in consumer and B2B marketing. Her extensive background and knowledge includes specialties in Communication Planning and Implementation, Grant Writing and CRM Management. Rebecca has earned a Bachelor of Commerce degree (B.Com), and Degree in Business Administration and Management from Ryerson University.
Carissa has a background in the Not‐For‐Profit sector and is passionate about achieving tangible results. Her passion and attention to detail have helped many clients secure critical government funding needed to improve businesses and the community. Carissa has earned a BA in Anthropology from Trent University and a Diploma in Culture and Heritage Site Management.
Specialist in Atlantic Canadian funding programs, Peter has recently opened the Atlantic Regional office for Fairtax in Halifax, NS. Peter has a B.Comm. from Saint Mary’s University, Halifax; Major in Global Business Management and Minors in German & French.
Melissa has been writing funding applications for 10+ years across a variety of sectors including manufacturing and agri-processing. Prior to joining Fairtax, Melissa previously administered the approval and distribution of a government funding program with a budget in excess of $1 Million. Melissa has earned a BA in Psychology at Queen’s University.
Melissa has an extensive background in non-profit program planning and development. Prior to joining Fairtax, Melissa administered the approval of Employment Ontario government grants upwards of $1 Million to businesses in Southern Ontario. Her wealth of experience offers our clients additional benefit and insight to support their success in securing government funding across Canada.
Chelsey’s diverse academic background and experience in economic development and international trade has enabled her to develop effective research, data analysis, and writing skills that can be leveraged in support of our Funding Specialists. Originally from Georgia, Chelsey earned a BS in International Affairs and Modern Languages from the Georgia Institute of Technology.
Christine’s academic background in International Finance and Accounting has allowed her to develop excellent analytical and report-writing skills, as well as gain a deep understanding of company financial statements. Graduate of the University of Toronto with a B. Comm Specialist, major in Economics and Minors in French and Spanish, Christine spent several years working at TD Canada Trust in audit compliance.
Lynda has an extensive background of organizational development and proposal writing knowledge. Her in-depth experience with FedDev Ontario and EODP provides clients with invaluable insight on securing government funding within the Southern and Eastern Ontario regions. Her proven track record offers our clients with a value-added benefit to successfully completing various funding applications.
Sales Tax Team
In the past 15 years, Andrew has been a consultant for two multinational firms where he gained most of his national and international experience. In the last 7 years, he moved on from this role and concentrated all his efforts to develop his expertise as a senior consultant in the area of Tax Recovery in Canada. There, he provided advisory and recovery services to a multitude of companies in the variety of industries that he served – particularly for construction and manufacturing. Andrew holds extensive knowledge and solid experience in dealing and negotiating with the Canada Revenue Agency and other government agencies. He continues to deliver to his clients value added services which enable them to make more effective, informed and strategic decisions so that they remain on top. Andrew’s goal is his clients’ success.