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127 St. Peters Road, Suite 201, Charlottetown, PE C1A 5P3
Mon - Fri: 8:00 - 17:00
(902) 628-9000

A TEAM THAT FITZ YOU PERFECTLY

Partners:

Gerard J. Fitzpatrick, CPA, FCA, TEP
Partner 

Gerard brings to the table more than forty years of experience in public accounting, specializing in income tax for business and professionals. He has built a great reputation as a leader in the accounting world, in PEI and nationally, with experience in corporate and partnership reorganizations, business succession, tax aspects of sale and purchase of businesses, estate planning, and personal and corporate tax planning. Gerard is actively engaged in general areas of Public Practice, is a frequent presenter and speaker on tax matters to client and contact groups, and is a go-to expert on farm tax matters who has written for and been interviewed by several national publications. Gerard is a current Board Member for the Board of Management – Canada Revenue Agency; past Treasurer of the Prince Edward Island Canadian Cancer Society; past President of the Institute of Chartered Accountants of Prince Edward Island; past Chairperson for the Atlantic School of Chartered Accountancy; and past Board Member for the Canadian Institute of Chartered Accountants.

Michael D. Fitzpatrick, CPA, CA
Partner 

A founding partner of Fitzpatrick & Company, Michael received his CA designation in 2004, and in 2013 was awarded The Early Achievement Award for remarkable accomplishments early in his career by The Institute of Chartered Accountants of Prince Edward Island (ICAPEI). In 2015, Michael was also recognized by 21 Inc. as an emerging leader in Atlantic Canada. With public accounting experience in Prince Edward Island, Nova Scotia and Alberta, Michael has provided professional services to a diverse clientele, which extends beyond the primary industries of agriculture, fishing and forestry to include the manufacturing, tourism, retail and service sectors. His experience includes assisting clients in the buying and selling of businesses – establishing effective financial structures and assisting in negotiations. Michael also provides auditing, accounting, tax planning and compliance, management consulting, and financial advisory services, as well as creating business plans and internal control testing, design and implementation.

Jamie Arsenault, CPA, CA
Partner

After receiving his CA designation in 2007, Jamie spent the next few years working in industry before joining the firm and returning to public practice in December 2011. He made Partner in 2015. During his time in industry, Jamie served as the Controller to a number of Crown Corporations inside of the Provincial Government. In his role as Controller, Jamie was responsible for the design, implementation and evaluation of internal controls for ten separate entities. Jamie was also involved in the conversion of several government business entities to International Financial Reporting Standards (IFRS). During his time in public practice, Jamie has had the opportunity to work with a variety of small- and medium-sized businesses on assurance, consulting and taxation engagements. Within this work, Jamie has been able to focus his skills within the consulting and taxation services by preparing various business plans, projections, strategic plans, feasibility studies, and succession plans. Jamie is currently serving as the President of Special Olympics of Prince Edward Island.

Rodney Payne, CPA, CGA
Partner 

Rodney joined the firm in October 2009 as Senior Manager and became Partner in 2015. He holds a Bachelor of Commerce (Honours) degree and a Chartered Professional Accountant designation. Rodney has over 20 years’ experience in accounting, mostly in public practice dealing with small- and medium-sized businesses. His work experience includes corporate and personal taxation, as well as assurance engagements. Over the years, Rodney has worked with clients in a wide range of industries, including resource industries, high technology, and retail services clients. In 2008, Rodney completed the Tax & Financial Strategies Course offered by the CGA British Columbia chapter. Rodney has served on several boards and committees; he currently serves as a member of the Board of Directors of the Chartered Professional Accountants of PEI. He has also won several trophies and contests as a public speaker in the Toastmasters International program.

Managers:

Robert Horne, CPA, CA
Senior Manager

Robert joined the firm in June 2010, receiving his CA designation in 2012. At Fitzpatrick and Company, Robert specializes in providing audit and assurance services for a variety of clients, including owner-managed businesses and not-for-profit organizations, as well as providing his clients with taxation, advisory and due diligence services. Robert is actively involved in the community, currently serving as Treasurer for Special Olympics of Prince Edward Island.

Jackie Phelan, CPA, CA
Manager

Jackie graduated from the University of New Brunswick with a Bachelor of Business Administration, majoring in accounting, and has been working in the accounting industry since 2009. Receiving her Chartered Accountant designation in December 2013, Jackie deals primarily with owner-managed organizations, providing accounting and taxation services for both personal and corporate clients. She has a vast amount of experience within the farming industry, offering her expertise to Island-owned and -operated businesses. Applying her knowledge, Jackie has had extensive experience in preparing tax planning strategies and corporate reorganizations for Island clients. Jackie has also aligned her professional background and personal interests, currently serving as Treasurer of the Prince Edward Island Draft Horse Association, and sitting on the CPA Prince Edward Island Finance and Audit Committee.

Melissa Jones, CPA, CA
Manager

Melissa has been working in the accounting industry since 2005. At Fitzpatrick & Company, her focus is on taxation and advisory services for personal and businesses matters, including trusts, foreign taxation, corporate reorganizations, tax planning, and compliance. Melissa is currently enrolled in the CPA In-Depth Tax Course, which is the most comprehensive tax training in Canada. Outside of the office, Melissa serves as Treasurer for both the PEI Humane Society and the Stars for Life Foundation.

Natasha Murphy, CPA, CA
Manager

Natasha joined the Fitzpatrick & Company team in 2010 and received her Chartered Accountant designation in 2013. During her time in public practice, Natasha has had the opportunity to work with various small- and medium-sized businesses on assurance, consulting and taxation engagements. At Fitzpatrick & Company, Natasha’s focus is on accounting and taxation services for owner-managed organizations. She also mentors students starting out in the CPA profession.

Jessie Sampson, CPA
Manager

Jessie started working at Fitzpatrick & Company in September 2008, when the firm was only months old. Her original role was an Accounting Technician, and she has since successfully completed the CPA program, receiving her Chartered Professional Accountant designation in December 2016. Jessie was promoted to Manager in October 2016 – a role in which she focuses on corporate reorganizations, pro forma financial statements, tax planning, succession planning, and financial analysis. Outside of the office, Jessie serves on the Board of Directors for Hospice PEI, as Treasurer for Lennon Recovery House Association Inc. and on the Finance Committee for Farmers Helping Farmers. Jessie has also been chosen to be a marker for the 2017 Common Final Examination.

Jason MacLean, CPA, CA
Manager

Jason joined Fitzpatrick and Company in 2013, after spending seven years in the IT sector as an Analyst and Java Developer, where he provided services to the healthcare, telecommunication and banking industries. After moving into the accounting profession, Jason passed the Uniform Final Evaluation in 2014 and received his CA designation in 2015. Jason’s primary focus is on providing assurance, taxation and consulting services to wide range of clients, representing all major industries on Prince Edward Island. Jason also enjoys mentoring and preparing students for the Common Final Evaluation (CFE), and was chosen to be a marker for the 2016 CFE, which is the profession’s final exam. Jason is the financial administrator for St. Dunstan’s Basilica Parish and currently sits on the board for the St. Dunstan’s Property and Finance Committee.

Kelly MacLellan
Office Manager

Kelly joined Fitzpatrick & Company in 2009 after spending 10 years in Administrative/Office managing positions that included government, not-for-profit and agricultural sectors.

Originally hired as an Accounting Technician, Kelly was promoted to the position of Office Manager in June of 2011 and has continued to expand her role and responsibilities since then.

Staff Accountants:

Julie Deveau
Staff Accountant

Emma Carter
Staff Accountant

Matthew McKearney
Staff Accountant

Ling Chen
Staff Accountant

Lan Guo
Staff Accountant

Tina Yu
Staff Accountant

Nicholas Somers
Staff Accountant

Sara Gallant
Staff Accountant

Michelle Pokrzywa
Staff Accountant

Accounting Technicians:

Cheryl MacDonald
Accounting Technician

Paula Gallant
Accounting Technician

Stephanie Koughan
Accounting Technician

Laura Gallant
Accounting Technician

Administrative Assistants:

Mallory Gordon
Administrative Assistant

Shana MacDougall
Administrative Assistant

Jenna Havenga
Administrative Assistant

Receptionist:

Jessica Jones
Receptionist