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.
Bruce joined one of the big four international accounting firms from 1976 and articled with them until 1978 when he received his Canadian chartered accountant’s designation. He remained with the firm as a taxation specialist until 1982, when he left to form a boutique accounting firm specializing in providing services for knowledge-based industries. In 1994 Bruce formed Braithwaite Technology Consultants Inc. (Braithwaite), a company of scientists, engineers and taxation accountants that assist taxpayers in preparing R&D tax credit claims.
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.
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.
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.
Daniel comes from a sales background in advertising, and building long term winning relationships. Having built a career in a wide variety of advertising solutions, He extremely excited to help all our SR&ED clients in every step of the process!
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.
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.
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
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.
Having honed skills for over 25 years to help others understand technology, Cliff places a high value on creating the best experience possible for his clients. His experience working with technical specialists and understanding their work has developed the tools to prepare effective SR&ED claims. With over 10 years of internal audit exposure, Cliff has developed a second nature for the types of processes and controls needed to support claims and to improve existing processes to improve future claims. With a broad exposure to technical and non-technical aspects of projects and a strong financial background, Cliff has addressed needs in many areas including:
Cliff’s focus is on relationship management, creating the best experience to help others succeed.
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:
Research and Development
Mike holds a degree in Chemistry and Chemical Engineering, as well as a Certificate in Management from universities in Poland, Germany and Edmonton, Canada.
After spending more than 20 years in various technical and managerial positions in the Oil and Gas Industry, including international consulting in many parts of the world, Mike started providing SR&ED services in the year 2001. Over this period Mike has successfully completed more than 400 SR&ED Claims for more than 60 clients.
Mike is involved in all aspects of SR&ED Claim preparation, from initial qualifying interview to evaluate the eligibility of the project, through writing technical reports, preparing cost estimates and defending Claims during the SR&ED review.