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Marco Simone, BCom, CPA, CA, LPA
Partner through Professional Corporation

Marco has experience providing a range of audit, accounting, tax and advisory services to businesses in the transportation, construction, real estate, manufacturing, service and professional sectors.

In addition to helping small business owners with taxation and business advisory needs, Marco has many years of audit and assurance experience. With this experience, Marco is able to provide clients with an expert and objective opinion for audits and reviews. His skills include managing engagements for clients with up to $100 million in revenue. Marco has experience handling complex engagements such as auditing compliance with lease agreements and contracts.

Marco has helped small and medium sized business owners and high net worth individuals in the development and implementation of succession, wealth management, corporate and personal tax plans. His experience includes general tax consulting, capital needs forecasting and analysis, as well as managing financial resources and cash-flows.

In addition, Marco is involved in assisting clients in a variety of specialized practice areas including, assisting professionals (Health and Legal) through their transition from associating to establishing, partnering or purchasing a practice. He has experience providing strategic reviews of target acquisitions, analyzing the target’s financial data, assessing synergies between entities and analyzing current financing types, structures and terms for clients.

Education and Professional Qualifications
• Bachelor of Commerce – Toronto Metropolitan University

• Chartered Professional Accountant

Pierre Janelle, BA, CPA, CA, LPA,TEP
Partner through Professional Corporation

Pierre, a former partner of Horwath Orenstein LLP, brings over 23 years of experience to his audit and assurance engagements, assisting clients with financial audits and reviews. His clients include manufacturers, retailers, internet-related companies, investment companies, general contractors, professionals (Legal and Health), wholesalers, exporters and importers.

Pierre embraces the core values of the firm by developing his client relationships beyond basic accounting functions. In addition to creating tactics to improve profitability and minimizing taxes, he advises his clients on business planning and strategy. Pierre helps evaluate financing options and designs appropriate capital structures.

Pierre assists with short term growth strategies, which encompasses a wide range of services from evaluating current financing structure and cash flow management.

In addition, Pierre offers a range of personal tax planning solutions to business owners, helping them with their trust and estate planning needs including business succession.

Education and Professional Qualifications
• Bachelor of Arts – University of Toronto

• Chartered Professional Accountant
• Registered Trust and Estate Practitioner

Sheldon Mendlowitz, BSc, MBA, CPA, CA, TEP
Retired Partner

Sheldon (Shelly) was a former Senior Partner of Horwath Orenstein LLP, a mid-sized Toronto firm prior to starting his own firm in July of 2008.

Shelly strives to meet the evolving needs of his entrepreneur clients. Apart from providing core accounting, auditing, and tax and financial services, he is more often engaged with strategic planning, securing financing, acquisitions and trust and estate planning.

A sought-after advisor, he lends his expertise to a cross-section of sectors including transportation, real estate, construction, manufacturing and distribution.

For over 30 years Shelly has navigated his clients through the complexities of business start-ups, expansions, transfers and sales. His ability to keep pace with client’s evolving strategic planning and business development needs is evidenced by his long lasting relationships, some spanning across generations of entrepreneurs.

On a personal level Shelly helps clients develop and implement personal tax, trust and estate strategies, helping them maximize wealth by seizing income splitting, capital gains deferral, special election and estate freeze reorganization opportunities.

Education and Professional Qualifications
• Bachelor of Science – University of Toronto
• Masters of Business Administration – University of Toronto

• Chartered Professional Accountant
• Registered Trust and Estate Practitioner