Meet the Davies & Associates Team
“We see them as our Board of Directors.”
– Corina Oosterhof, Owner, Oosterhof Electrical Services
We can help your business thrive now and in the future by looking beyond the numbers to what is underneath.
Our team of trusted financial advisors will analyze your performance to ensure you are able to cultivate your strengths and opportunities for maximum growth.
Use the experienced, trained coaches at Davies & Associates to help you explore possibilities, gain clarity and discover new solutions to tackle your toughest challenges; watch the future bloom before you.
Our development plans encourage you and your team to flourish by engaging talent, improving communication and build leadership skills for a stronger, more resilient organization.
Harvest the wealth and value you have built in your business by engaging the professionals at Davies & Associates to ensure your succession plan is in place and your transition is smooth and worry-free.
Deanna Davies, CPA, CA
Deanna thrives on working with people. From questions to clarity, Deanna strives to understand the heart of every client’s business in order to deliver solutions that are carefully tailored to meet their needs.
“Our skilled, professional team offers a variety of skills and experience that enable us to make a difference in the lives of our clients and their businesses – not just analyze past results, but influence future business growth.”
Deanna graduated from Queen’s University with a B.Comm in 1984, earning the CA designation in 1986. After working for firms in Ottawa and Smiths Falls, she joined Dan Wyngaarden in 1990, becoming a partner at Davies & Wyngaarden Chartered Accountants in 1998. In 2015 she became the sole proprietor of Davies & Associates. Respected for her expertise and passion, Deanna has been requested to speak locally and internationally on small business consulting, personal finance, estate planning, succession and effective financial management.
Tony Hall, CPA, CGA
Tony embraces Davies & Associates’ commitment to use the top technology in order to improve efficiencies in the office environment. As Davies & Associates’ Client Services Manager since 1998, he not only provides professional accounting, audit, and tax services, he is the ‘go-to’ person for anything related to technology. Tony’s knowledge of accounting software, computing, and systems set-up is invaluable and allows clients to save time and increase productivity. He works with clients to implement user-friendly programs and systems so they can access the reports and numbers they need to operate their businesses more effectively. Tony graduated from St. Lawrence College in 1996, joined the firm in 1998 and attained his CGA in 2001.
Bonnie Mundy, MA
Bonnie provides an unprecedented level of client care. Her commitment to excellence as well as her distinct intuitiveness are seen in her role as a business advisor, working with business clients to influence future growth and profitability. She also assists our clients as a certified Myers-Briggs Type Indicator practitioner, administering the instrument and interpreting results to enhance individual and team performance. Bonnie’s personable demeanour and professional administrative skills guarantee that Davies & Associates’ performance standards and goals are achieved. Bonnie has a Masters of Arts degree in Leadership and Management and enjoys leadership coaching and development, facilitation, team building and working with boards.
Alexandra Birch, CPA, CGA
Senior Staff Accountant
Alex joined Davies & Associates as a Staff Accountant in 2016. She completed her CPA, CGA designation in 2015, and previously earned a Bachelor of Arts in English Literature from the University of Northern BC. Prior to becoming a team member at Davies & Associates, Alex worked for eight years as a Financial Controller for a family-owned Canadian manufacturing company. The valuable insights gained through this experience provide Alex with the ability to identify challenges and support clients’ needs.
Alex thrives on working with people and enjoys the wide variety of skill sets that are called upon in public accounting. Amongst her team members, Alex is known for her endless supply of yummy German chocolate! She enjoys staying active and fills her spare time with reading, walking her dog, learning languages and travelling.
Client Service Coordinator
Lauren brings an abundance of enthusiasm to the team. With years of customer service experience, she loves getting to know the clients and assisting them however possible. She graduated from Laurentian University in 2015 with a Bachelors of Business Administration degree, and earned an advanced diploma of Human Resources from St. Lawrence College in 2013. Lauren hopes to utilize her human resources skills in employee engagement and employee wellness in the Davies & Associates office, and their clients. Lauren is an avid horseback rider, and can be found training for her next show jumping competition in her spare time.
“Davies & Associates offers a unique service that has proven to be extremely beneficial for our organization. Deanna and her financial team provide expertise on the financial health of the organization while Bonnie skillfully focuses on employee relationships, well-being and human resource support including effective guidance for those in leadership roles.
Deanna and Bonnie are a wonderful marriage of financial expertise and leadership support.”Colleen Fairholme
We are a long & loyal client. They have our best interest at heart. A team with great people skills and the ability to cut through and get to the point. They are a good team, very competent, they do their research and come back with a solution. We have full confidence in their abilities.Terry Wills
74% of family businesses say their accountant is their most trusted advisor.
Source: Lawrence Barns, CEO, Canadian Association of Family Enterprise