OUR FIRM

Whether your needs are for accounting, audit, tax, finance, management consulting or financial planning Hendry Warren LLP provides exceptional service for both individual and corporate clients.

Partners Ian Hendry, Daniel Warren, Marie Fraser, Nancy Nicks, Blair Duffy and Jacob Milosek and their staff of 30 professionals ensure the right individual is working with you, to meet your needs efficiently and cost effectively.

With over 14 years of service excellence in the Ottawa business community at Hendry Warren LLP, compromise on quality is not an option.

 

OUR PARTNERS 

Ian W. Hendry, CPA, CA, CFP

Ian’s areas of expertise include corporate and personal tax planning, financial and estate planning and wealth management. He prides himself in effectively communicating financial concepts to his clients. Ian believes that when you have a better understanding of your financial results and issues, you make better decisions. Your objectives and your individual circumstances – whether personal or business related – are key in Ian’s advice process. He’s active in recruiting top students for the firm.

Ian is an active member of the Kiwanis Club of Ottawa and works closely with the Lisgar Collegiate Institute Key Club to mentor and advise students, as well as being chair of the Legacy Fund Committee.  He is past chair of the Board of Directors of Roger's House and the CHEO Foundation and currently sits as an active board member of Roger's House. 

Daniel B. Warren, CPA, CA, TEP 

Dan focuses on owner-managed businesses. That involves a unique blend of business, financial, and tax issues at the corporate and personal levels. He is also an income tax specialist. Areas of expertise include federal and provincial income taxation, personal financial planning, Harmonized Sales Tax, business succession planning, and corporate restructuring. Dan believes that your business is an extension of who you are. As a trusted advisor to entrepreneurs, Dan understands that your business fulfills your goals and needs. Often consulted by fellow CPA’s, as well as lawyers on tax matters, Dan keeps himself current with developments in the area of federal and provincial taxation.

Community-minded, Dan sits on the Finance Working Committee for the Elisabeth Bruyere Research Institute and is also a member of their Board of Directors. He’s also been involved in the Fuller-Keon Golf Tournament raising funds for the University of Ottawa Heart Institute Foundation. Passionate about hockey, Dan also coached for the Nepean Minor Hockey Association for ten years and was involved in the Bell Capital Cup. 

Whether you need accounting advice or income tax recommendations, Dan fulfills both roles at Hendry Warren LLP.

Marie Fraser, CPA, CA, CFP 

Marie’s expertise is in financial accounting, auditing, not-for-profit reporting, and financial planning. If you’re an owner-managed business, an entrepreneur, or a not-for-profit organization, you’ll find Marie’s knowledge and attention to service valuable. As a Chartered Professional Accountant and Certified Financial Planner with experience across a wide range of industries, Marie can address issues relating to your business’s taxes, reporting and planning. 

Serving as the volunteer treasurer for Dress for Success – National Capital Region, and as a member of the Women’s Business Network of Ottawa, the WXN and Women for Mental Health, Marie is actively involved in the business community. In 2007, Marie was a Finalist in the Professional category for the Businesswoman of the Year Awards. She has also been on the boards of the Lisgar Alumni Association, the Canadian Theatre Festival Society and the Women’s Business Network. 

As well as catering to your accounting needs, Marie oversees the administrative operations of Hendry Warren LLP. Marie is a member of CPA Canada and CPA Ontario and the Canadian Institute of Financial Planners.

Nancy Nicks, CPA, CA 

Nancy focuses on entrepreneurial business and small business start-ups, providing advisory services in controllership, financial accounting, and taxation in a variety of industry sectors. Providing you with personal attention and taking time to understand your business allows Nancy to deliver excellent service focusing on both your business and personal financial goals. 

Nancy is responsible for auditing and assurance engagement quality control and is the training principal for the firm’s CPA student training program. She is also actively involved in managing human resources and recruitment efforts for the firm. Nancy is a member of CPA Canada and CPA Ontario.

Nancy is a member of Women for Mental Health and the Women’s Executive Network. She also helps out in the community by serving as Treasurer for Carleton Heights Curling Club.

Blair Duffy, CPA, CA 

Blair has a broad range of experience working with owner managed businesses, ensuring that not only their accounting and taxation needs are met, but also their business growth objectives are met.  For Blair, delivering superior service and personal attention to your unique accounting and taxation needs is a priority.

Professionally, Blair enjoys mentoring and training junior staff members, as he recognizing that they are the future leaders of our firm and our business community.  Blair is a graduate from Wilfrid Laurier University and a member of CPA Canada and CPA Ontario.      

Community-wise, Blair currently serves as Treasurer for the Kanata Stittsville Refugee Sponsorship Group whose primary objective is to raise funds, select refugee candidates. He helps them navigate the government approval process, and then finally settle  within the National Capital Region.

Jacob Milosek, CPA, CA

Jacob’s practice focuses on owner-managed businesses.  As an income tax specialist Jacob can assist you with a variety of business advisory and tax related matters both on the corporate and personal levels.  Tax specific services include compliance based filings, tax and estate planning, corporate reorganizations, case specific research, and making representations to tax authorities in connection with audits and appeals. Jacob is also involved with tax related staff training programs and enjoys organizing firm social events.

Graduating with highest honours from Carleton University in 2008, Jacob received his Chartered Accountant designation in 2009.  Jacob proceeded to complete the In-Depth Tax Course in 2013. 

Jacob is a member of CPA Canada and CPA Ontario, the Canadian Tax Foundation and is a board member of the Ottawa Estate Planning Council.  He also acts as a tutor for the Income Tax Practice Course offered by the Chartered Professional Accountants Canada.

Our Managers

Todd Hamilton, CPA, CA - Principal

Todd has a broad range of public accounting and industry experience and his career is dedicated to helping business owners, directors and executive management of private companies and not-for profit organizations. His areas of expertise include financial reporting, assurance and accounting which is complimented by a broad knowledge and strong background in corporate and personal taxation.  He prides himself on his full-service approach to client service which includes providing strategic yet pragmatic value-added solutions to help his clients realize personal financial goals and organizational objectives.

Todd enjoys networking and marketing along with coaching and mentoring young professionals and is a member of the firm's Marketing committee.  Todd is a graduate of Sir Wilfrid Laurier University and is a member of CPA Canada and CPA Ontario.

In the past, Todd has volunteered as a member of the Financial Advisory Committee of the Ontario Zone of the Canadian Red Cross. He is also the past Treasurer of Actua, a national charity that helps youth by reaching out to them and engaging them in science, technology, engineering, and mathematics.

Jennifer Dawe, CPA, CA – Senior Tax Manager 

Jennifer can assist you with a variety of tax related matters. Ranging from compliance to planning, Jennifer can help you in the areas of personal, corporate, estate and trust tax. She has successfully completed the CPA Canada’s In-Depth Tax Course. Jennifer became part of Hendry Warren’s tax group in 2011. 

Jennifer hails from Newfoundland and Labrador but came to Ottawa to pursue a degree in Commerce. She graduated with highest honours and received a senate medal from Carleton University in 2009. 

Jennifer is a member of CPA Canada and CPA Ontario.

 

David Ienzi, CPA, CA, CBV    - Senior Manager, Assurance and Business Advisory

David is keenly focused on providing private companies and their owner managers with exceptional, value-added advice in the areas of assurance, accounting, valuation and taxation.  As a Chartered Business Valuator, he is skilled in assisting companies to assess their value whether it be for tax and estate planning, intergenerational transfers, or business succession as well as assisting in the identification of areas where additional value can be unlocked. Dave’s experience as a CFO provides him with insight into the day to day operations of private companies and he provides strategic advisory services in this area.

David, a graduate of the University of Ottawa’s Commerce program, is a member of CPA Canada, CPA Ontario and the Canadian Institute of Chartered Business Valuators. He previously worked with a local medium sized accounting firm and most recently worked with a big four accounting firm in their private company division.

David enjoys volunteering in community based initiatives focused primarily on engaging youth in being active members of their respective communities.  He was previously a Vice President and board member of the Ottawa Chapter of the Canadian Italian Business and Professionals Association.

Jaime Wendland, CPA, CGA – Accounting and Bookkeeping Manager

Jaime works with the auditing and assurance team in the preparation of Notice to Reader and Review Engagement financial statements for corporate clients. Meeting and exceeding your expectations is one of Jaime’s goals.

Along with managing the firm’s expanding bookkeeping practice, Jaime is actively involved in co-op student training and mentoring. She is a member of CPA Canada and CPA Ontario and obtained her Certified General Accountant designation in 2008.

Scott Bates, CPA, CA – Auditing and Assurance Manager

Scott’s main responsibilities include managing audit and review engagements, as well as training and mentoring junior and intermediate staff. He also ensures that the firm’s files meet internal and external quality control standards. Scott works closely with Nancy and Marie to manage deadlines and ensure that your expectations are met and exceeded. 

Scott is currently a member of the audit committee for a local charity, Roger's House, and leads Hendry Warren’s student CPA training program. Starting as a co-op student from Wilfrid Laurier University in 2011, Scott successfully complete his Chartered Accountancy designation exams in 2012 and is a member of CPA Canada and CPA Ontario.