Calgary's Best
Kept Secret

With over 40 years of experience in accounting, tax, and business advisory, Catalyst is dedicated to helping private businesses across Southern Alberta succeed. We understand that it takes hard work to build a thriving business and with our support you create the time you need to focus on your priorities, like managing and growing your business.

As trusted advisors, we provide individualized support to everyone who walks through our doors. Discover Calgary's best kept secret and build your business with the very best financial team!

Allinial Global

Allinial Global is a recognized association of accounting and consulting firms providing global knowledge sharing. This partnership enhances our client services by giving us the knowledge and expertise of an international firm, but the personal approach you expect from a local, independent firm. It is our strong recommendation that you consider this ability when selecting your accounting and advisory firm.

Our Partners

Our Team

meet our team of professionals

  • Jeff Jobson, Senior Manager

    Jeff Jobson

    Senior Manager

    Assurance & Accounting

    Jeff Jobson, Senior Manager

    Jeff Jobson, CPA, CA

    Senior Manager

    Assurance & Accounting

    Jeff has been with Catalyst since 2012 and is a Senior Manager in our Assurance & Accounting Services group. His client service focus includes tax compliance, assurance including audit and review, business consulting and financial reporting with specialized industry experience in Agriculture, Engineering, Construction and Professional Services.

    Jeff received his Bachelor's degree in Science and Bachelor's degree in Commerce from the University of Calgary. He was a linesman in the Western Hockey League from 2002 to 2012 which included assignments to the World Junior Championship in 2008 and 2010, as well as the 2010 Memorial Cup. Jeff is currently the Treasurer of the MS Society of Canada - Calgary Chapter since 2014.

    Service Expertise

    • Financial reporting
    • Assurance (audit and review)
    • Business consulting
    • Tax compliance

    Industry Expertise

    • Agriculture
    • Engineering
    • Construction
    • Professional services

    Contact

    403-750-5484

  • Lei Zuo, Tax Manager

    Lei Zuo

    Tax Manager

    Taxation Advisory

    Lei Zuo, Tax Manager

    Lei Zuo, CPA, CA, CGA

    Tax Manager

    Taxation Advisory

    Lei has been with Catalyst since 2012 as a Manager with our Taxation Advisory group. Her client service focus includes taxation of individuals and private corporations, specifically in the areas of mergers and acquisitions and corporate reorganizations.

    Lei obtained her CGA designation in 2007 and her CA designation in 2012. She has completed 3 years in the in-depth tax program in 2015.

    Service Expertise

    • Mergers and acquisitions
    • Corporate reorganizations

    Contact

    403-767-1514

  • Katya Loree, Manager

    Katya Loree

    Manager

    Assurance & Accounting

    Katya Loree, Manager

    Katya Loree,

    Manager

    Assurance & Accounting

    Katya has been with Catalyst since 2008 and is a part of our Assurance & Accounting Services group. Her client services focus includes tax compliance and financial reporting with specialized industry experience in agriculture, agriculture support services, and investment portfolios.

    Katya received her Bachelor of Arts (Honors) degree in French and German Language from the University of Alberta. She received her University Certificate in Accounting from Athabasca University and is currently studying to enter the CPA program.

    Service Expertise

    • Financial reporting
    • Tax compliance

    Industry Expertise

    • Agriculture
    • Investment portfolios

    Contact

    403-767-1523

  • Curtis Van Son, Manager

    Curtis Van Son

    Manager

    Assurance & Accounting

    Curtis Van Son, Manager

    Curtis Van Son, CPA, CA

    Manager

    Assurance & Accounting

    Curtis has been with Catalyst since 2014 and is a part of our Assurance and Accounting services group. His client service focus includes: tax compliance, business consulting, and financial reporting. He has specialized industry experience in: engineering, procurement, construction, and professional services.

    His duties with the firm extend to being a member of the firms standards committee, quality control reviewer, as well as a trainer with the firms new hire program.

    Prior to his time with Catalyst, Curtis worked in a similar capacity with a firm in Edmonton where he successfully passed the Uniform Final Exam in 2012.

    Outside the office he is involved with BILD Calgary as a member of BILD Calgary’s emergent leaders committee. In his spare time, you can find him out West either cross country skiing in the winter, or hiking during the summer.

    Service Expertise

    • Financial reporting
    • Tax compliance
    • Business consulting

    Industry Expertise

    • Engineering
    • Procurement
    • Construction
    • Professional services

    Contact

    403-767-1537

  • Matthew McCombe, Manager

    Matthew McCombe

    Manager

    Taxation Advisory

    Matthew McCombe, Manager

    Matthew McCombe, CPA

    Manager

    Taxation Advisory

    Matthew has been with Catalyst since 2013 in our Taxation Advisory group. His client services focus includes financial reporting and tax compliance with specialized industry experience in Professional services.

    Matt graduated from Mount Royal University with a Bachelor of Business Administration degree. He successfully passed the CFE of the CPA program in 2016 and received his designation in 2017.

    Service Expertise

    • Financial reporting
    • Tax compliance

    Industry Expertise

    • Professional services

    Contact

    403-750-7678

  • Sarah Perrin, Senior Tax Manager

    Sarah Perrin

    Senior Tax Manager

    Taxation Advisory

    Sarah Perrin, Senior Tax Manager

    Sarah Perrin, CPA, CA

    Senior Tax Manager

    Taxation Advisory

    Sarah has been with Catalyst since October 2018 as Senior Manager with our Taxation Advisory group. Her client service focus includes taxation of private corporations and individuals. Sarah has a broad range of experience including estate planning, corporate reorganizations, tax compliance and providing tax advice to owner-managed businesses.

    Sarah obtained her CA designation in 2009 and completed the three year In-depth Tax Course in 2015.

    Service Expertise

    • Estate Planning
    • Corporate Reorganizations
    • Tax Advice for Owner-Manager Businesses

    Contact

    403-767-1526

  • James Luo, U.S. Tax Manager

    James Luo

    U.S. Tax Manager

    U.S. Tax Services

    James Luo, U.S. Tax Manager

    James Luo, CPA, CA, CPA (Mass, US)

    U.S. Tax Manager

    U.S. Tax Services

    James joined Catalyst in 2018 as a U.S. Tax Manager for U.S. Tax Services. James specializes in U.S. corporate tax, personal tax, cross-border taxation and expatriate tax. Prior to working at Catalyst, James also worked developing business setup and development in the U.S. for an investment company, and performed US tax compliance and planning services at various public accounting firms.

    Service Expertise

    • Corporate Tax
    • Personal Tax
    • Cross-border Taxation
    • Expatriate Tax 

    Contact

    403-767-1511

  • Candice McKay, President

    Candice McKay

    President

    Catalyst Financial Operations

    Candice McKay, President

    Candice McKay, CPA, CA

    President

    Catalyst Financial Operations

    Candice McKay joined the Catalyst Group in 2018 as the President of Catalyst Financial Operations. From basic accounting services to advanced financial management and advisory, Catalyst Financial Operations works with businesses where they are at.

    Candice develops sophisticated but easy to use tools, systems, and procedures to provide relevant, in-depth reporting to management, stakeholders, investors, and financial institutions. Prior to working at Catalyst she worked as the Chief Financial Officer for a ranch in Nanton, Alberta where she gained valuable experience in the agriculture sector.

    Service Expertise

    • Customized Projections
    • Financial and Non-Financial Management Reporting
    • Internal Control Implementation and Monitoring
    • Liaison for Financial Institutions
    • Efficiency Auditing

    Industry Expertise

    • Agriculture
    • Manufacturing

    Contact

    403-750-7676

  • Tom Plett, Associate

    Tom Plett

    Associate

    Catalyst Financial Operations (CFO)

    Tom Plett, Associate

    Tom Plett, CPA, CA

    Associate

    Catalyst Financial Operations (CFO)

    Tom joined the Catalyst Group in 2018 as an Associate of Catalyst Financial Operations. His focus is on empowering business owners by providing the tools and strategies to drive their businesses forward.

    Prior to working at Catalyst, Tom worked as an international business strategist, focused on opening foreign market opportunities for an agri-business and as the Chief Financial Officer for a large-scale cattle feeding operation in southern Alberta, where he focused on business development, implementation of customized ERP software and financial modelling.

    Service Expertise

    • Performance Management
    • Cash Flow Management
    • Risk Management
    • Customized Reporting
    • Financial Modelling and Analytics
    • Business Plan Development

    Industry Expertise

    • Agriculture

    Contact

    403-767-1525

  • Farrah Williams, Senior Manager

    Farrah Williams

    Senior Manager

    Assurance & Accounting

    Farrah Williams, Senior Manager

    Farrah Williams, CPA, CA

    Senior Manager

    Assurance & Accounting

    Farrah joined Catalyst in 2018 and is a Senior Manager with our Assurance & Accounting Services group. Her client services focus includes tax compliance, and financial reporting with specialized industry experience in Agriculture. Farrah is a born and raised farm girl and continues to farm and ranch east of Okotoks.

    Farrah received her Bachelor of Management degree with a specialty in Accounting from the University of Lethbridge and completed her Chartered Accountant designation in 2004. Farrah is a hockey fanatic, and also volunteers as Treasurer for numerous Not for Profit organizations in Alberta.

    Service Expertise

    • Financial Reporting
    • Business Consulting
    • Tax Compliance

    Industry Expertise

    • Agriculture
    • Owner managed business

    Contact

    403-750-7679

Catalyst Cares
icon-instagram-1

Catalyst is a proud supporter of several local organization dedicated to enriching our community