Qualified as a Chartered Accountant in 1994 and a Chartered Business Valuator in 2000, Patti has practiced exclusively in the areas of business valuations, litigation support, collaborative and alternative dispute resolution support and other financial services for 18 years. Before opening Daum Valuation and Financial Services in 2016, she was an Advisory Services partner at Grant Thornton LLP for over 8 years.
Patti is an experienced, independent professional, having prepared reports and provided expert witness testimony involving matters in a broad variety of industries.
Patti is an experienced, independent professional, having prepared reports and provided expert witness testimony involving matters in a broad variety of industries.
Services
Experienced - We have significant experience testifying in the BC Supreme Court, assisting at mediations and participating at and facilitating the financial aspects of Collaborative divorce meetings, to assist in the resolution of financial disputes. Flexible - Being a boutique firm, we are flexible and efficient but have the capacity to handle large, complex valuation, loss quantification, forensic accounting and guideline income files.
Legal professionals, business owners and accountants have relied on us to provide independent, objective opinions for over 20 years. Matrimonial matters - We have significant depth of experience with matrimonial matters in both the litigation and the alternative dispute resolution (ADR) contexts. We have participated in numerous Collaborative divorce matters and we have also provided expert testimony in BC Supreme Court on many occasions.
We understand that each situation requiring a forensic accounting investigation is unique. Our approach is to first understand the situation and tailor our procedures to match your needs. By doing this, we can provide efficient, targeted procedures that get you the information you need to move forward.
Guideline income is the calculation of income available for support by a payor spouse in a family law context, calculated in accordance with the Federal Child Support Guidelines. It is this calculated income that BC courts generally rely on to set child and spousal support payment obligations. A spouse derives significant income from foreign sources or sources that are taxed at a lower rates.
Financial matters in the litigation process can be complex. Let us assist you by making the complex understandable and help you in reaching a resolution. Assist with the interpretation of other experts' reports - We work with you to make sure you understand other experts' reports, including the key assumptions and inputs that could change the conclusion.
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