Our Tax & Accounting Team
Ucluelet, BC
Meet Our Team
Our team blends technical expertise with a tax and financial planning mindset. We collaborate closely with clients and financial planners at Objective Financial Partners to integrate tax strategy with long-term financial independence.
Taxes can feel complicated and overwhelming. Our goal is to simplify them and provide clients with confidence and peace of mind.
Jason Heath
CFP
Managing Director
Jason has been providing fee-only, advice-only financial planning since 2002 and is one of Canada's best-known fee-for-service financial planners. He is a personal finance columnist for the Financial Post, MoneySense, and Canadian MoneySaver, and is a frequent media source for unbiased and objective financial planning commentary.
Jason graduated with a Bachelor of Economics degree from York University in Toronto. He also holds the Certified Financial Planner (CFP) designation. In addition, Jason has completed numerous financial, tax, and estate planning specialty courses from a variety of organizations.
Jason has a particular interest in working with clients with complex planning issues, including high-net-worth executives and retirees, incorporated business owners, and Canadian expats in other countries. His focus is primarily on retirement accumulation and decumulation, tax strategy, and estate planning.
He has three children and lives with his wife in Pickering, Ontario.
Yuriy Lozynsky
CPA (Ontario), CPA (Illinois), TEP
Senior Manager, Tax & Advanced Planning
Objective Financial Partners Inc.
Yuriy supports the Objective team with tax research, technical training, and the development of internal reference materials. He brings ten years of experience helping business owners and their families address personal and corporate tax issues in Canada and abroad.
His background includes public accounting and private family office advisory, with experience in corporate reorganizations, retirement and succession planning, and estate and post-mortem planning. Yuriy holds CPA credentials in Ontario and Illinois and is a Trust and Estate Practitioner (TEP). He has completed CPA Canada’s In-Depth Tax Program and is a member of the Canadian Tax Foundation.
Before becoming an accountant, Yuriy researched music, performance, and society in the ancient Greco-Roman world and taught at the University of Toronto and Bishop’s University in Sherbrooke, Québec. His experience as a researcher and teacher continues to influence how he approaches tax questions and explains his findings.
Outside of work, Yuriy enjoys travelling, staying active outdoors, playing music, and spending time with his family.
Ryan Kurtz
CPA, CFP
Chartered Professional Accountant, Certified Financial Planner
Objective Financial Partners Inc.
Ryan provides financial planning through Objective Financial Partners for clients of Objective Tax & Accounting. He specializes in working with business owners and incorporated owner-managers, drawing on his background in accounting and tax.
Ryan is a Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP). He holds a Diploma in Accounting from Lethbridge College and a Bachelor’s Degree in Accounting from the University of Lethbridge.
Ryan volunteers with the Canadian Ski Patrol and has served as Treasurer on its board. He lives in Lethbridge, Alberta, with his wife and four children.
Outside of work, he enjoys biking and skiing with his family and spending time in his woodshop.
Kevin Empey
Senior Tax Accountant
Kevin is an experienced accountant with more than 14 years of personal and corporate tax experience. He began his career with a national accounting firm in Winnipeg before transferring to Saskatchewan, and has spent the past decade helping individuals, trusts, small business owners, and farmers on a wide range of tax and accounting matters.
Kevin specializes in tax prep and planning and takes pride in helping clients identify opportunities to reduce tax. In addition to his professional career, he brings firsthand entrepreneurial experience as the former owner of an oilfield service company operating in both Saskatchewan and Alberta, giving him valuable insight into the challenges and opportunities facing business owners.
Kevin lives in Saskatchewan with his wife and four children. Outside of work, he enjoys coaching his kids' sports teams, playing basketball and golf, taking ski trips to the mountains, and spending time at the lake fishing and swimming.
Nelya Zalutska
Senior Tax Accountant
Nelya holds a master’s degree in finance and has more than a decade of accounting and tax experience. Throughout her career, she has helped individuals and businesses navigate their tax obligations with personalized, practical support.
Her expertise includes preparing personal, corporate, and trust tax returns, as well as bookkeeping, payroll, and financial statement preparation. Nelya also has experience preparing U.S. personal tax returns, including federal, state, and non-resident returns and FBAR filings. She has worked with clients moving between Canada and the United States, as well as with non-residents with Canadian rental properties.
Nelya is passionate about making the tax process as straightforward and stress-free as possible for her clients. Her professional and personalized approach helps clients better understand their tax situation and feel supported throughout the process. She also spent several years as a registered CRA volunteer, helping Canadians and newcomers understand and file their tax returns.
Nelya lives in Airdrie, Alberta, with her husband and twin daughters. Outside of work, she enjoys travelling and exploring new places with her family.
Iman Haidar
Senior Tax Accountant
Iman is a Senior Tax Accountant with extensive experience in public accounting, financial reporting, and taxation. She works with individuals and small businesses on a wide range of accounting and tax matters, including corporate and personal tax returns, Québec personal income tax returns, GST/HST/QST filings, financial statements, information returns, and payroll compliance.
Iman takes a practical and detail-oriented approach to her work. She enjoys working closely with clients to understand their needs and provide accurate, tailored accounting and tax support.
Outside of work, Iman enjoys gardening, cooking, shopping, and travelling. She values spending time with family and enjoys discovering new places and learning about different cultures.
Marcos Heringer
Senior Tax Accountant
Marcos is a seasoned accounting professional with more than 20 years of experience delivering comprehensive financial and tax services. His expertise spans full-cycle accounting, payroll, and corporate and personal tax compliance, supporting clients in public service, a wide range of small businesses, and diverse individual circumstances.
Known for his analytical, detail-oriented, and client-focused approach, Marcos combines strong technical expertise with clear, practical communication. He also brings extensive experience in tax planning and advisory services, helping clients make informed, strategic financial decisions. Marcos holds a Business Accounting education.
Based in Windsor, Ontario, Marcos lives with his wife and is a proud father of a police officer and a registered nurse.
Teresa Ellis
Senior Tax Accountant
Teresa is a seasoned accounting professional with more than 27 years of experience in public accounting and full-cycle bookkeeping. She brings extensive expertise in payroll, accounts payable and receivable, reconciliations, financial reporting, tax support, and client management.
Throughout her career, Teresa has worked closely with a diverse range of clients, providing bookkeeping, payroll, and tax services while helping businesses maintain accurate financial records and meet their compliance obligations.
Her attention to detail, organizational skills, and commitment to client service help Teresa build great client relationships. Her collaborative approach and dedication to excellence make her a valuable resource for both clients and colleagues.
Teresa lives in Milton, Ontario with her partner, Colin. Together, they are part of a blended family with five remarkable young adults and their rescue pup Macy. She enjoys spending quiet time up north at the cabin, where she can relax and recharge as well as boarding a plane for overseas adventures!
Guillaume Dumais
M.Fisc., LL.D., Adm.A., Pl. Fin., TEP
Financial Planning Professional (F. Pl. - Québec), Master of Taxation (MTax)
Objective Financial Partners Inc.
Guillaume is a fully bilingual (English/French) Certified Financial Planner (CFP) and tax professional with extensive experience in taxation, estate planning, and trusts. He also holds the Financial Planner (Pl. Fin.) designation in Québec.
Guillaume has a particular interest in complex tax matters involving business ownership, trusts, estate planning, and the transfer of wealth between generations. He works with individuals, families, and business owners to address these issues as part of their tax and financial planning.
His tax expertise also contributes to comprehensive financial planning. Guillaume considers how tax strategies fit with retirement planning, investment decisions, family circumstances, and estate objectives. He is skilled at explaining technical tax and legal concepts in practical terms.
Guillaume began his career in the investment industry before expanding his work into taxation and advanced financial planning. He holds a master's degree in taxation (Master of Fiscal Sciences) and has completed advanced postgraduate studies in taxation. He is also a Chartered Administrator (Adm.A) and Trust and Estate Practitioner (TEP).
Guillaume lives in Montréal with his husband and is actively involved in Québec's financial planning community as an Ambassador for the Institut de planification financière.
Paul McVean
BAccS, CPA, CGA, CFP, TEP
Chartered Professional Accountant, Certified Financial Planner
Objective Financial Partners Inc.
Paul provides financial planning through Objective Financial Partners for clients of Objective Tax & Accounting. He works with a wide range of clients and specializes in working with incorporated owner-managers on retirement, business succession, and estate planning.
Paul brings extensive experience in corporate structuring, owner-manager compensation, business sales, estate freezes, and estate planning.
He began his tax career more than 25 years ago at one of the Big Four accounting firms, working in public accounting, tax planning, and compliance. He subsequently served as Regional Vice President, Wealth Planning, at one of Canada’s largest independent wealth management firms and worked at two fee-only financial planning firms, providing complex financial, tax, and estate planning advice.
Paul holds a Bachelor of Accounting Science degree and the Chartered Professional Accountant (CPA, CGA), Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP) designations. He is also a Fellow of the Association of Chartered Certified Accountants (FCCA), a U.K.-based professional body.
Patricia Greco
CFDS, CPA, CA
Chartered Financial Divorce Specialist, Chartered Professional Accountant
Objective Financial Partners Inc.
Patricia provides financial divorce planning through Objective Financial Partners for clients of Objective Tax & Accounting. She helps individuals understand the financial implications of separation and divorce and plan for the next stage of their lives.
Patricia brings more than 30 years of experience as a Chartered Professional Accountant and more than seven years as a Chartered Financial Divorce Specialist. She helps clients make sense of complex financial information and understand how their decisions may affect their future finances.
With additional training in Mediation and Collaborative Practice, Patricia is committed to helping clients navigate one of life’s most difficult transitions with clarity and confidence. Her mission is deeply personal—shaped by her own experience with Ontario’s court system—which inspired her to help clients with the financial aspects of separation and divorce.
Patricia has served as Treasurer and Chair of the Finance Committee for a local not-for-profit, where she received an Outstanding Volunteer Achievement Award. She also serves on the board of Collaborative Practice Durham Region.
Patricia lives in Uxbridge, Ontario, and enjoys spending time with her children.
Rob An
CPA, FCCA (UK), CFP, CLU, TEP, CIWM, CEPA, FEA, CEC
Chartered Professional Accountant, Certified Financial Planner
Objective Financial Partners Inc.
Rob provides retirement planning through Objective Financial Partners for clients of Objective Tax & Accounting. He helps business owners, professionals, executives, and retirees assess when they can retire and how to draw on their savings.
Rob has extensive experience in tax, estate, retirement, and succession planning. He draws on his accounting background and executive coaching training to help clients work through financial decisions as they approach and enter retirement.
Rob is a Chartered Professional Accountant (CPA), Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), and Family Enterprise Advisor (FEA). He has completed CPA Canada’s In-Depth Tax Program, Columbia Business School Executive Education’s Family Enterprises and Wealth program, and the STEP Advanced Certificate in Advising the Family Business, which he completed with distinction.
He holds degrees from the University of British Columbia and the British Columbia Institute of Technology, as well as a Graduate Certificate in Executive Coaching from Royal Roads University. His volunteer involvement has included CPA British Columbia, FP Canada, and STEP Canada.
Rob lives in Metro Vancouver with his wife and their two rescue dogs from Taiwan, Waloo and Baza. He enjoys exploring Vancouver’s food scene, walking the dogs, and making good coffee at home.
Hannah McVean
CFP, CIM
Certified Financial Planner
Objective Financial Partners Inc.
Hannah is a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) who specializes in comprehensive financial planning with a particular focus on taxation and retirement income strategies.
Hannah has a strong interest in helping clients understand how taxes affect their financial decisions. She considers the tax treatment of retirement income, investments, and other sources of income when developing financial strategies, recognizing that the amount clients keep after tax is often more important than their income before tax.
Hannah also prepares tax returns for many of her clients, giving her firsthand knowledge of their individual tax circumstances. This allows her to connect tax preparation with retirement, investment, and cash flow planning, identifying tax saving opportunities that might otherwise be overlooked.
She takes a collaborative and educational approach to her work and enjoys explaining the reasoning behind different tax and financial planning strategies. Her CIM designation supports her work with investors, including those managing their own portfolios and those seeking guidance in selecting a portfolio manager. She also has additional training in budgeting and the emotional side of money.
Outside of work, Hannah enjoys crafting, mountain biking, and getting lost in a good fantasy novel.
Anita Pelletier
Senior Bookkeeper
With extensive experience spanning over two decades, Anita is a highly accomplished accounting professional with expertise in full cycle accounting and the preparation of month-end and year-end financial statements. Her career spans multiple industries, reflecting her adaptability and meticulous attention to detail. She has a proven track record of cultivating lasting relationships with coworkers, clients, and vendors, thanks to her strong communication skills and action-oriented approach.
Anita began her academic pursuits in Calgary attending S.A.I.T. for their two-year accounting program, while working for a major oil company in their accounting department.
Based in Calgary, Alberta, Anita & her husband enjoy biking in the mountains, gardening, and spending time with their dogs.
Kristina Jumaquio
Senior Bookkeeper
Kristina is an experienced senior bookkeeper with a strong background in full-cycle bookkeeping, payroll, and financial operations for small and mid-sized businesses. She works closely with clients to ensure accurate records, timely reporting, and well-organized financial systems that support better accounting.
Kristina has held senior roles at national and regional accounting firms, where she has supported a diverse client base across industries. Her experience includes managing day-to-day bookkeeping, overseeing payroll and remittances, and maintaining clean, reliable financial data. She is also highly proficient in leading cloud-based accounting platforms, including QuickBooks, Xero, and Dext, helping clients streamline their processes and improve reporting.
Known for her attention to detail, and approachable communication style, Kristina helps clients stay confident that their bookkeeping is handled accurately and efficiently. She lives with her family in Calgary, Alberta and enjoys skiing in her free time.
Based in Calgary, Alberta, Kristina enjoys an active family life with her husband and two children. Together, they love skiing, snowboarding, hiking, playing baseball, and cheering on the Blue Jays.
Theresa Simpatico
Director of Operations
Theresa has a background in accounting, sales, and marketing, with experience managing operations and improving business processes. As Director of Operations, she works with the team to coordinate projects and support client service.
Theresa focuses on workflow design, process improvement, technology and data integrity, security, and client experience execution. Experience in residential real estate adds a strong client perspective to her operational approach. She connects strategy to day-to-day delivery, coordinating people and systems so work moves smoothly and on time.
Outside the office, Theresa loves walking her dog and traveling, and she enjoys reading and exploring local trails. When she has time, she volunteers helping reunite lost animals with their families. A mother of older teens, Theresa previously served as an active school volunteer for many years and brings the same care and accountability to everything she does.
Melanie Reska
Operations & Administrative Support
Melanie brings extensive administrative and operational experience gained through her work in the municipal, private, and legal sectors. She holds a Bachelor of Business Administration, a Diploma in Municipal Administration, and a Law Clerk Diploma, and she is continually driven to expand her knowledge and skills.
She lives in Aylmer, Ontario with her partner and their blended family. Melanie loves spending time with her loved ones and cheering them on in all of their activities.
Michelle Walden
Tax & Accounting Practice Administrator
With over 15 years of experience managing client relationships, Michelle brings a customer service focused approach to client care in the accounting and tax space. Under the mentorship of an FCPA, she has gained hands-on experience supporting clients within a professional services environment, with an emphasis on clear communication and responsiveness.
As a client services professional, Michelle works closely with both clients and internal teams to ensure a smooth, positive experience for everyone. She is known for her attention to detail and her ability to build trusted, long-term relationships.
Michelle holds an honours degree in graphic design from YSDN, the joint York University and Sheridan College program. A lifelong learner, she is passionate about sharing knowledge and has experience teaching chess, robotics, 3D printing, and programming to young learners, as well as guiding adults in basic electronics, business ownership, and navigating the ever-evolving world of technology.
Michelle resides in Toronto with her partner, Adam, and their cat, Bruce Willis.