Kelly Ehler, Cpa, Lpa, Tep, Llqp Email and Phone Number
Kelly Ehler, Cpa, Lpa, Tep, Llqp work email
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Kelly Ehler, Cpa, Lpa, Tep, Llqp personal email
A forward thinking, collaborative, CPA, CA that has taken the roles of CEO, audit committee chair, CFO, financial advisor, corporate tax planner, tax preparer in multiple industries to entrepreneurs. I'm a professional development education junkee where I excel at creating opportunities and acting on them.I've added a personal website you can visit at www.kellyehler.ca to describe what I've done and do.Experienced in startup to billion dollar public investment companies. I see the forest and can work in the trees!Focus on risk management, processes, compliance, governance, long term planning.Experience covers Asia, Africa, Europe, Caribbean and of course North America.Industries / clients covered, international hedge fundAfrican miningSoutheast Asia public investment holding companyReal EstateTech,Banking / insuranceAutomotive retailWith developed relationships in many areas, I look to connect my clients to others to help drive their business.Specialties: compliance, risk management, process planning. Areas include tax planning, corporate tax preparation, accounting, risk management, employee benefits, capital structuring / debt financing, capital preservation and growth.
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Chief Financial OfficerVector Health LabsToronto, On, Ca -
Chief Financial OfficerVector Health Labs Apr 2022 - PresentToronto, Ontario, Ca -
Chief Financial OfficerNexgenrx Inc. Dec 2016 - Present -
PresidentCorporate Finance Outsource Inc. Mar 2002 - PresentChief Financial Officer2022 to date, Vector Health Labs, an AI, lab services, mental health platform.May 2018 joined SLANG Worldwide to go public and completed US acquisitions of cannabis companies, which transitioned to a board role until 2021. December 2016, I assumed the role of CFO for NexgenRx Inc, a medical claims adjudication company offering services across Canada.With a solid network of complementary professionals I put you in contact with the appropriate expert, if needed. This includes CTO's CMO's and legal.On the tax compliance side I have experience in the following areas, Tax - T3, T2 and T1 returnsEstate and trust planning / tax compliance, T3 returnsCorporate return preparation in cannabis, tech, real estate, service industries, mining explorationAccounting, as CFO I'm often involved in the following, either setting up, leading or assisting depending on whatever is required.Financings, M&ATurnkey back office, such asRegular financial reporting such as bookkeeping, payroll, year end personal tax slips /filingsaudit working paper preparation, drafting financialsquality financial reporting, as this is so important for financings, public company reporting and tax compliance.Board relatedPast compliance expertise in public company audit committees, board governance, acquisitions and investment risk management.Debt FinancingTraditional debt financing with over 25 years experience in this area which included many years of employment at financial institutions.NetworkUnderstand your needs, connect you to add value to your business.KnowledgeContinual learning as clearly evidenced by my experience in organizing and running tax seminars. See my information as to itaxpartners. -
Board Member & TreasurerMedical Cannabis Canada Apr 2021 - PresentMCC is a non-profit organization whose core mission is to advance the rights of medical cannabis patients and to promote safe and equitable access to their treatment with the support of health care professionals.With my background in the cannabis industry, education and health benefits, I’m looking forward to furthering the mission of this amazing organization. Medical cannabis is underutilized in Canada, and I’m looking to using my operational knowledge in medical benefit claims administration and supporting their education programs to expand the reach and equitable accessibility of medical cannabis. -
PresidentOmbas Mar 2002 - PresentThis is an ancillary, complimentary service to Corporate Finance Outsource Inc. Many people would think of it as a health care spending account. We provide self funded group benefits to qualifying businesses. This is a Private Health Services Plan, which administers and adjudicates group benefits for clients. It's effectively an accounting and administrative service that assists clients in saving money and maximizing health benefit dollars.This program is now complemented by a stop loss / catastrophic program that is offered by Manulife. the Manulife program is an excellent complement and add on to OMBAS. Why is it so good? The Manulife program is available at the individual level which is amazing. Normally stop loss programs begin with 25 or more lives. The deductible for drugs starts at a very reasonable $4,500. You get a drug card so you can track your status at all time.The program cost is very reasonable and a deductible medical expense which you could claim under OMBAS. -
PresidentItaxpartners Jan 2015 - Oct 2022Unionville, Ontario, CaIf you are a professional in a large public accounting firm you have a fabulous internal network. If you have a problem requiring specialized expertise you "can walk down the hall" and talk to the appropriate expert.If you are practitioner in a small firm or on your own, you don't have the expert "down the hall". One of our missions is to connect the experts to the practitioner so the practitioner has that "expert down the hall" that they can reach out to.Why? Because we must know our limitations and when to seek expert advice.One of our goals is to continue to address the related tax, planning and business issues addressed by professionals and the owner/managers. Our tax topics are focused and relevant to the market we are serving. Our format is a three hour seminar / webinar on either a Tuesday or Thursday afternoon. We typically have two to four presenters which includes a panel discussion.We will continue to reach out and find ways to connect and educate practitioners. We will strive for continual education improvement. We will seek ways in which to connect other professions and business leaders to connect, collaberate and share knowledge. -
CfoAtx Telecom 2000 - 2002As CFO the primary responsibility was to raise debt / equity for a North American acquisition strategy. The Company manufactured and designed products for the North American cable industry. It's clients included Time Warner, Comcast, AT&T, Rogers to name a few. In addition to the roll up strategy, I was integral in the tax structuring of the group as well as building the finance team.
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Vice PresidentMorguard 1998 - 2000Mississauga, On, Careported directly to CEO Rai Sahi working on special projects at his direction. -
CfoZanchin Automotive Group Oct 1996 - May 1998Woodbridge, On, CaCFO for 13 auto dealers, body shops, real estate holdings, and auto leasing. -
Senior ManagerBanca Commerciale Italiana Mar 1993 - Oct 1996Itcommercial lender, real estate, land development, residential construction, asset based financing to manufacturers, auto dealers. part of start up team in loan workouts. -
Senior ManagerMutual Trust Company Jan 1990 - Mar 1993Real estate lending with focus on land development, residential construction and commercial mortgages.
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ManagerBmo Financial Group Nov 1986 - Nov 1989Toronto, On, CaBank of Montreal Real Estate Lending, Toronto. focus on land development, residential and commercial construction financing as well as commercial income producing properties. -
AuditorPwc 1984 - 1986Gbtraditional audit, with majority of time spent on real estate and mining.
Kelly Ehler, Cpa, Lpa, Tep, Llqp Skills
Kelly Ehler, Cpa, Lpa, Tep, Llqp Education Details
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Canadian Institute Of Chartered AccountantsAccounting -
University Of OttawaAccounting -
Bayridge Secondary SchoolHigh School -
Step - Society Of Trust And Estate PractitionersTrusts And Estates
Frequently Asked Questions about Kelly Ehler, Cpa, Lpa, Tep, Llqp
What company does Kelly Ehler, Cpa, Lpa, Tep, Llqp work for?
Kelly Ehler, Cpa, Lpa, Tep, Llqp works for Vector Health Labs
What is Kelly Ehler, Cpa, Lpa, Tep, Llqp's role at the current company?
Kelly Ehler, Cpa, Lpa, Tep, Llqp's current role is Chief Financial Officer.
What is Kelly Ehler, Cpa, Lpa, Tep, Llqp's email address?
Kelly Ehler, Cpa, Lpa, Tep, Llqp's email address is ke****@****ners.ca
What schools did Kelly Ehler, Cpa, Lpa, Tep, Llqp attend?
Kelly Ehler, Cpa, Lpa, Tep, Llqp attended Canadian Institute Of Chartered Accountants, University Of Ottawa, Bayridge Secondary School, Step - Society Of Trust And Estate Practitioners.
What skills is Kelly Ehler, Cpa, Lpa, Tep, Llqp known for?
Kelly Ehler, Cpa, Lpa, Tep, Llqp has skills like Finance, Investments, Risk Management, Mergers And Acquisitions, Financial Services, Financial Reporting, Tax, Corporate Finance, Accounting, Due Diligence, Financial Analysis, Financial Advisory.
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