As leading SR&ED consultants in Canada, Braithwaite is staffed by exceptional employees around the globe including a wide range of diplomas, masters, and degrees. Our family focus has allowed Braithwaite to grow and flourish for over 30+ years. Get to know some of the Braithwaite family below.
After graduating with a master’s degree in finance, Alice worked as a consultant in financing, taxation and innovation strategy for several years. These experiences allowed her to work for different industries in Europe and North America, but also to evaluate the offer and weaknesses of some consulting services.
Today, she manages Sales and Marketing for ABGI and Braithwaite Canada and helps companies from all sectors develop their innovation projects.
Greg is actively involved in scientific research since 2000. He has experience in analytical and organic chemistry, biochemistry, nanotechnology and material science. Greg authored 18 publications in leading scientific journals, registered a US patent and presented at many international conferences.Since 2013 Greg has worked on a variety of SR&ED claims (preparation and support). During that time, he prepared successful claims for many companies from various industries, focusing on chemical engineering, cannabis, food, pharma, and clinical research related corporations of all sizes. The majority of his clients were approved by CRA, and those audited had their claim successfully defended. His passion for research and a deep understanding of science and technology are most helpful, both in technical narratives preparation and in supporting his clients in their ongoing projects. As part of his consulting, Greg provides training on how to convert certain sections of routine work into SR&ED eligible projects.
In addition to SR&ED practice, Greg is an R&D consultant in two cosmetics manufacturing companies. He assists in developing research plans and runs hands-on experiments when necessary
Upon graduating from Wilfrid Laurier in Business Administration, Joel has accumulated over 20 years’ experience in Business Development, Strategic Partnerships and Marketing leadership. His background specializes in Tech, Telecommunications and non-dilutive funding. Joel has been working with Canadian companies via tax credits, grants and the SRED program to advises on funding their innovations.
Joel’s passion for customer success and relationships has driven him to pursue working with dynamic and collaborative global teams. At ABGI/Braithwaite Canada, Joel delivers results for our clients as a trusted advisor.
Kathy has been the Chief Financial Officer for Braithwaite for over 24 years.
She is an experienced controller with a demonstrated history of working in the financial services industry. skilled in business planning, financial accounting, start-ups, and corporate finance.
After completing her MBA, Jennifer began her career as an industrial management controller for several organizations in manufacturing. Jennifer has been with Visiativ for seven years, first as an operational management controller, then as a controller in HR. Visiativ has now offered Jennifer the opportunity to oversee management control for the Americas from Toronto.”
Carmen accounts for an extensive 16 years full time experience in SR&ED tax credits claims preparation. During her SR&ED claims preparation practice, she accumulated solid experience with CRA review process and requirements, having preparing taxation and financial part of the credits for more than 3,000 claims, as well as having participated in quite a few scientific reviews in her time at Braithwaite Technology Consultants Inc. This experience helped her acquire knowledge on CRA’s expectations regarding work and expenses eligibility and how a claim is structured and presented from CRA’s perspective.
Aki plays a leading role with sales lead generation, including in relation to market research and marketing for the SR&ED Tax Credit Claim.
She particularly focuses on targeted social media marketing and engagement, profiling Braithwaite’s success and the latest industry news to our audiences.
Aki has more than a decade of experience with marketing and sales, most recently with Heineken K.K.
Richard is the newest member of the Braithwaite team, following 13 years with a large French Canadian steelmaker, in sales, customer service and operations. Over his years in the industry, Richard has formed extensive long term relationships through providing excellent customer service and solutions. He looks forward to forging ahead and working with industry and businesses from a different perspective.
Frances joins our team bringing her
expertise with the financial tax sales role to focus on new business
development, as well as our current client relationships.
Frances is a passionate and
proven sales professional who has developed strong relationships within
the financial sales industry over the course of her career and brings that
expertise and drive to our team.
Carole joined Braithwaite at the turn of the century from an entrepreneurial marketing and business background. With over 40 years’ experience in client relations, she is a Senior SRED Consultant and Regional Manager for Southwestern Ontario, gifted with being able to match client objectives to services that meet and exceed their expectations. Knowledgeable on the program and other initiatives and expert at account management, Carole has contributed to our low client attrition rate by her ongoing attention to detail and relationship building. Always intuitive with an eye on the long term, she looks beyond today to long term growth for continued funding through innovation. Carole is expert at ensuring our clients meet their strategic objectives.
Tony has been in the business since 1998, responsible for identifying potential sales leads, contacting companies, arranging appointments, delivering presentations, and closing sales. Tony had to demonstrate an understanding of the basic tax concepts of an SR&ED Tax Credit claim while keeping informed of current SR&ED tax developments. Resulting in the following: Outperforming all 2002-2011 targets; producing total revenues for BTCI through his business development; managing over 100 accounts in Ontario; presenting to companies’ Executives, Presidents, CFOs, and Vice Presidents; efficiently managing multiple ongoing sales opportunities and client expectations; delivering exceptional communication skills resulting in effective BTCI services; dealing effectively and comfortably with both internal and external client personnel of all levels and disciplines; assuming significant responsibility, ownership, and accountability. Due to his high annual targets, BTCI has become a leader in the SR&ED market.
Leonard has actively been involved in scientific research since 1998. He has extensive experience in the manufacturing, automotive, mechanical engineering, tool & die and extrusion industries. Since joining Braithwaite in 2007, Leonard has filed over 200 successful claims by upgrading the strength and eligibility of the claim, improving documentation and development through an SR&ED Birth Certificate process and developing SR&ED Time Tracking Templates
Professional and Industry Experience:
Geoff has more than 15 years of writing experience, consisting of creating technical training manuals and workflow procedures, developing and structuring content, editing, quality assurance, and interviewing SMEs. For over 12 of these years, Geoff specialized as an SR&ED consultant, preparing and successfully defending SR&ED claims for clients in Canada and the UK – including 2 years managing an SR&ED Technical writing department. Geoff has been involved in all aspects of the SR&ED claim process, from project eligibility scoping to audit support/defense. His primary responsibilities include interviewing SMEs to identify eligible activities, preparing technical reports, and data analysis of project records, supporting technical documentation, and time-tracking tools to establish qualifying project expenditures. He has prepared SR&ED claims for industries including IT/software, engineering, and manufacturing, and has developed a comprehensive understanding of these industries’ operations. This has been reflected in a high approval rate for Geoff’s submitted claims, and he has successfully defended those that were selected for audit by CRA.
He also has 2 years of experience working in database management and network administration. Here, Geoff’s ability to translate complex technical information into easily digestible formats was used to develop documentation for staff training purposes. These training manuals included visual aids, functional descriptions, and operator interfaces for software programs and internal technical staff operating procedures.
Jerry has worked on SR&ED claims since 2010, originally as a technical writer. His duties and expertise expanded to include technical interviews, documentation preparation, as well as claim audit defense. From his extensive experience in various aspects of SR&ED claim preparation and defense processes, Jerry is highly effective in identifying, extracting, and interpreting technical and financial information to accurately and efficiently complete a claim. In the event of SR&ED claim audits, Jerry will equip claimants with the necessary knowledge and expectations as well as work closely with taxpayers to ensure that the appropriate documentation is concise and easily digestible. He is also well versed in the subtle nuances of the SR&ED program and CRA’s interpretation of the Income Tax Law as it relates to SR&ED, allowing him to effectively address any concerns that might arise at audits.
Since 2016, Geetha has been actively engaged in Scientific Research (secondary research) and skilled in conducting in-depth analysis to identify and protect novel ideas and assisted in patent claim drafting. She has collaborated with R & D Scientists across various domains including but not limited to autonomous driving, robotics, power and energy control/management technologies, electronic sensor controls, biomedical sensors, etc., Since 2021, Geetha has assisted in various SR&ED claim submissions in the fields of automotive, artificial intelligence/machine learning, robotics, wireless technology, computer science and information technology. Her prior experience in IP research and curiosity in exploring advances in technology contributed to accurately assessing and scoping SR&ED eligibility. She will be assisting the clients in identifying activities qualifying for SR&ED program and prepare detailed technical narratives. She has assisted the clients through several audit reviews and has fair understanding on the gray areas of SR&ED program, allowing her to prepare the clients for audit reviews, gather & compile scientific documentation (evidence), establish reasonable expectations, and resolve any concerns that may arise.
Bridget has received a Bachelors Degree in Astrophysics from Michigan State University. After graduation, she moved into the tax consulting industry, finding and qualifying tax credits for the United States credit for Increasing Research and Development Activities. Bridget worked with a variety of industries, including Architecture, Civil Engineering, MEP Engineering, Structural Engineering, Software, and Manufacturing/Fabrication.
Bridget will bring her technical background and prior experiences to find and qualify for tax credits for the SR&ED program. Over the years, she has taken a passion for learning about what each client is doing and working on, building a strong relationship along the way.
With a PhD degree in microbiology and Master’s in organometallic chemistry, William has 15+ years of hands-on research in academic, government, and hospital labs. His research background was in molecular biology, food/nutrition sciences, gastrointestinal diseases, anti-microbial technology, wastewater treatment, bioremediation and organic/inorganic chemistry.
Prior to joining ABGI, William had 8 years of experience as a SR&ED Technical Writer. He worked with clients from food, biotech, chemical, health/life sciences, pharmaceuticals, oil and gas, resources, construction materials, and plastic and metal molding industries to identify opportunities for SR&ED credits and grants. William hopes to bring his technical background and prior experiences to help our clients maximize their SR&ED claims.
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