Meet The Team

Lori Halliday

Lori provides accounting and auditing services to a wide variety of clients. She is involved in many aspects of business advisory services provided to owner-managed businesses and non-profit organizations, including business valuations, contract negotiation, real estate matters, and lease reviews. Lori has over 30 years experience in public practice.

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Martha Zettle

Martha’s focus is delivering a wide range of tax planning and tax advisory services to WCO's business and personal clients. She pro-actively provides tax advice and planning for clients regarding mergers, acquisitions, and re-organizations. Martha consults on non-resident matters including US tax requirements and returns. Her experience also includes accounting, finance, and business advisory services.

Arpit Jain

Arpit has over 10 years experience working with high net worth and medium sized businesses. He as extensive knowledge of tax and cross border taxation. Arpit enjoys modernizing workplace for clients with new technology solutions, having attended University of Toronto for computer science.

Sanjeev Jain

Sanjeev has over 35 years experience working to help small to medium enterprises achieve their full potential. His expertise lies in complex financial analysis, succession and estate planning, corporate financial restructuring and management consulting.

In his free time, Sanjeev loves to travel and has been to over 50 countries (and counting). He also writes about his analysis of the real estate market and has been published by number of magazines and blogs.

Andrew Renner

Andrew achieved his Chartered Professional Accountancy designation in 2010 and became a member of the team in 2012. At WCO, Andrew is responsible for the preparation of financial statements and corporate tax returns at the audit, review, and compilation level for small to medium sized owner-managed businesses that span the service, retail, and manufacturing sectors. Andrew has experience in the area of investment holding companies, corporate and personal taxes, business valuation, purchasing and selling businesses and other tax and business advisory services.

Lisa Bursey

Lisa provides a variety of corporate and personal tax services for our clients. In addition, she performs various accounting services with a focus on compliance and reporting for investment holding companies. Lisa has enjoyed working with the team at WCO and our clients for the past 20 years.

Michael Kerr

Michael is responsible for the delivery of audit and accounting services to a large variety of clients. In addition, he supervises the bookkeeping functions for various clients, and provides detailed reporting of investments for others. Michael has experience with most of today’s Windows programs and accounting software packages. Michael leads in the customization and related training of the CaseWare/CaseView working paper package for Chartered Accounting firms across Ontario.