Governance

The CPTS Board of Directors is elected annually by the members of the society. The board is represented equally by accounting firms, industry and law firms, and five new directors are appointed each year. Directors generally serve for a term of 3 years, with the exception of president who serves for a fourth year (as past president).

Board Members

Julie D'Avignon

Julie D'Avignon

President

Julie D’Avignon is a partner in the Tax Group. Her practice focuses on providing tax advice in connection with mergers and acquisitions, corporate reorganizations, equity investments, flow-through share transactions and financings. Julie has extensive experience working with Canadian and international clients, public and private entities, and private equity firms. Julie has particular expertise in resource and energy taxation, including with respect to Canadian and international oil and gas, mining, pipeline and renewable energy projects.

Gail Lai

Gail Lai

Vice President & Secretary

Gail is an accomplished lawyer with experience with over 15 years of professional experience in both industry and private practice. She has extensive experience in tax law and navigating complex statutory regimes, and is currently General Counsel and Corporate Secretary at Reach, an international payments processing fintech company.

Emilie Laroche

Emilie Laroche

Past President

Emilie is the Director of Tax Planning at Suncor Energy where she leads the development and execution of effective tax strategies for Suncor’s organizational projects, acquisitions and divestitures. Emilie is responsible for various stakeholder relationships, within Suncor and externally, wherein she represents Suncor in tax-related aspects of strategy, negotiations, communications and emerging government policy.

Pete Korogonas

Pete Korogonas

Publications & Technology Special Advisor

Pete is President of Korogonas Transfer Pricing Advisory Services. He assists clients in transfer pricing compliance matters, such as preparing contemporaneous Canadian transfer pricing documentation. Further, Pete provides strategic business advisory services by providing advice on transfer pricing planning and audit defense matters.

Kim Wood

Kim Wood

Publications & Technology Chair

Kim is an International Tax partner with PwC Calgary, focusing on international tax planning and compliance for resource and non-resource clients. Kim brings a strong industry lens to her clients, having spent nine years at Husky Energy in senior roles in tax planning, financial reporting and corporate strategy and planning.

Corinne Grigoriu

Corinne Grigoriu

Assistant Technology & Publications Chair

Corinne Grigoriu is a partner of Cassels Brock & Blackwell LLP. Her legal practice focuses on corporate and international tax planning, advising clients on a variety of domestic and international tax matters including inbound and outbound investment and financing, mergers and acquisitions, fund formation, restructurings and natural resource taxation. Her practice also includes the settlement of tax disputes and tax litigation, as well as advising on charitable and not-for-profit tax matters. Corinne regularly gives presentations and publishes articles on a variety of domestic and international income tax issues.

Shaira Nanji

Shaira Nanji

Assistant Technology & Publications Chair

Shaira is a Partner in the National Tax Group based in the Calgary office. Her hybrid practice involves both providing strategic domestic and cross-border tax advice in connection with mergers and acquisitions, divestitures, financings, and corporate reorganizations, as well as the strategic management and efficient resolution of tax disputes.

As a trusted advisor, Shaira is known for providing practical customized advice to clients and developing innovative tax-efficient solutions to challenging business problems.

David Pope

David Pope

Communications & Website Chair

David is a partner at EY in their Canadian tax practice with a focus on the Energy Sector.  David assists clients with planning, transactions, compliance, tax provisions and tax transformation projects.

Michelle Wartman

Michelle Wartman

Communications & Website Assistant Chair

Michelle is a CPA and a Planning Advisor in the Tax Department at Imperial Oil. In her over 18 years working in industry, Michelle has received a breadth of experience in both accounting and income tax roles, including income tax compliance and dispute resolution.

Colena Der

Colena Der

Conference Chair

Colena is a partner at Osler, Hoskin & Harcourt LLP. Colena’s practice focuses on advising Canadian and foreign-based clients on the taxation of mergers and acquisitions, corporate reorganizations and employee and executive compensation matters, with an emphasis in the resource, emerging companies and technology sectors.  Her tax practice also includes assisting clients with tax disputes with the Canada Revenue Agency.

Eric Colberg

Eric Colberg

Assistant Conference Chair

I work for BDO’s Alberta tax office, based in Red Deer. Working with a wide range of clients, I help to deliver innovative tax strategies and am known for my passionate commitment to finding the best solutions for clients and their business.

Working one-on-one with clients, I help with both personal and corporate tax needs and am skilled at determining the most tax-efficient structures for businesses, developing strategies that minimize overall taxes while simultaneously achieving business objectives.

I deliver strong business solutions that go well beyond traditional accounting. I can provide tax advice and knowledge in the areas of corporate restructuring, asset protection and estate planning. I have assisted clients experiencing controversy with CRA and have had success in helping clients to resolve these disputes.

Before becoming a CPA, I worked in the oilfield and construction industries building a wealth of knowledge about the challenges, issues and successes of those industries and entrepreneurs in general.

Chris Montes

Chris Montes

Continuing Education Chair

Christopher Montes is a partner at Felesky Flynn LLP in Calgary and focuses on international tax planning and dispute resolution.  He is a frequent speaker at Canadian Tax Foundation, Canadian Bar Association and Canadian Petroleum Tax Society conferences and events.  Christopher holds law degrees from the University of Cambridge in England, where he studied on a full scholarship from the Canadian Institute for Advanced Legal Studies, and Osgoode Hall Law School in Toronto.  He has also completed an executive education program in transfer pricing at Duke University.

Sophie Virji

Sophie Virji

Assistant Education Chair

Sophie Virji helps private and public corporations manage
their tax controversies and formulate litigation strategies.

Sophie handles all aspects of the tax dispute resolution process and advocates complex
written and oral legal positions for appearances before the Court of Queen’s Bench, the Tax Court of Canada, the Federal Court of Appeal, and the Supreme Court of Canada. In addition to engaging in negotiations with the Canada Revenue Agency and the Department of Justice prior to judicial proceedings, Sophie provides advice on Canada Revenue Agency corporate audits and works with her clients to complete the audit process. Sophie has been engaged on a wide array of tax matters including transfer pricing, international taxation and corporate reorganizations.

Sophie regularly writes and speaks on taxation matters and is on the board of directors for
the Canadian Petroleum Tax Society in addition to being a member of the Canadian Bar
Association, the Calgary Bar Association, the Canadian Tax Foundation, the Association of
Women Lawyers and the Federation of Asian Canadian Lawyers.
Sophie is fluent in English and French.

Evan Capatos

Evan Capatos

Golf Tournament

Evan is a CPA and the tax manager at Gibson Energy, where he has worked for 10 years. He is also co-chair of the CAPP Sales & Indirect Tax Committee.
Bhagwant Dhillon

Bhagwant Dhillon

Treasurer

Bhagwant began his career in 2002 with an international CA firm as an articling student shortly after graduating from the University of Manitoba with a Bachelor of Commerce degree. He obtained his Chartered Accountant designation in 2005 and completed the CICA In-depth Tax program in 2007. Throughout the last 17 years of his career, Bhagwant has been practicing income tax in various capacities both within public practice and industry tax shops. Bhagwant is currently with Parkland Corporation in the capacity of a Senior Corporate Tax Manager and is responsible for all corporate tax matters.

Beau Young

Beau Young

Assistant Treasurer

Experienced finance professional with a demonstrated history of working in the oil & energy industry and public accounting. Extensive experience in Mergers & Acquisitions (M&A), Divestitures, Due Diligence, Corporate Reorganizations, Tax Planning, Financings. Exceptionally strong background in Canadian Corporate Income Tax is complimented by experience in Corporate Finance and Auditing.
Brian Rubinstein

Brian Rubinstein

Director

Brian is an accomplished professional and is a tax partner with KPMG in their Canadian Corporate Tax practice. Brian’s professional experience includes significant public practice experience as well as progressive senior finance and tax roles in industry. With a unique blend of tax, treasury, finance, and leadership experience, both in industry and public practice, Brian has an extensive track record of helping companies with complex tax needs thrive. His experience covers substantial breadth, including both planning and compliance for both public and privately held businesses across various industries.

Interested in joining the CPTS board?

Contact us to learn more about the application process