Ryan is an accomplished accounting, auditing, investigative and business valuation professional with extensive experience in providing assurance services for wealth and asset management clients. Prior to joining Kalex, Ryan honed his skills with one of the prestigious "Big 4" firms, where he specialized in auditing public and private investments held by mutual funds and Exchange Traded Funds (ETFs).

 

Currently, Ryan is a registered student of the CBV Institute, where he is eligible to write the Membership Qualification Exam (MQE) this September.

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Ryan is active in education through his role as a Course Assistant for the Master of Accounting program at the University of Waterloo. As part of this role, he provides feedback to students on their mock CFE cases by leveraging his “Big 4” experience and strong educational background. Previously, Ryan was involved in the CFE training program at a “Big 4” firm where he provided feedback on mock CFE cases and spoke to junior employees about his experience writing the CFE. Ryan’s strong educational background, practical experience, and dedication to delivering exceptional client service, make him a valuable asset at Kalex.

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Professional Designation

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• Chartered Professional Accountant (CPA)

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Membership

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• CPA Ontario

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Education​

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• Master of Accounting (MAcc) - University of Waterloo

• Bachelor of Accounting and Financial Management (Dean's Honours) - University of Waterloo

• Registered student of the CBV Institute, having completed Levels I to IV, including electives in Private Investments and Litigation Support in Business Valuation

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