Kelowna
Heather Bakay
Senior Manager
Kelowna
hbakay@kpmg.ca
Heather Bakay joined KPMG in February 2011 as a Senior Manager in the Transactions & Restructuring practice in the Kelowna office. Heather has completed her CA and Chartered Business Valuator (CBV) designations and joined KPMG with ten years experience in business valuations across a variety of industries.
Since joining KPMG, Heather has worked with both external clients and existing KPMG clients from offices throughout BC in preparing share value determinations for shareholder and marital disputes, purchase/sale of a business and estate and tax planning purposes. Heather is also actively working with the corporate recovery group in the receivership management of a large real estate development. Currently, she is also the Vice-President/Event coordinator for the Kelowna CA Association.
Heather is enjoying the Kelowna KPMG office and the firm culture. When not at the office, Heather enjoys living the Okanagan lifestyle, camping, travelling and spending time with her husband and two young daughters.
Nicole Nicoll
Senior Manager
Kelowna
nanicoll@kpmg.ca
Date Jointed: September 16, 2002
Currently working in the Tax department, providing tax advisory services relating to Estate planning (taxes on death, drafting of wills, passing on a business to the next generation), personal and corporate taxes, incorporating a business and taxes relating to Charities and other not-for-profit organizations.
Have been with the firm for 9 years
Memorable KPMG moments: Taking part in various KPMG activities that promote employee relationships and community involvement (office golf day, YMCA spin for kids, BBQ’s, etc).
Hobbies: Play soccer and enjoy various outdoor activities including bike riding, camping, swimming, running.
Gerald Levac
Manager
Kelowna
glevac@kpmg.ca
Gerald Levac joined KPMG in January 2005 as a co-op student from the University of Ottawa. After completing his Bachelor of Commerce, Gerald started full time work with KPMG as an auditing student in KPMG Ottawa office, before transferring to KPMG's Kelowna office in 2009. Gerald's current focus is assurance services to a wide variety of clients.
While at KPMG, Gerald has spent time as a facilitator for KPMG’s annual audit related courses and has been involved with KPMG's UFE celebration committee.
He has traveled a great deal throughout Canada, US, South America and Europe. Gerald enjoys skiing, soccer, volleyball and traveling.
Laura Henderson
Senior Accountant
Kelowna
laurahenderson@kpmg.ca
Laura Henderson joined KPMG in January 2007 as a coop student studying at Okanagan College. After graduating with a Bachelor of Business Administration in 2008, she joined KPMG full time in the enterprise group. As a member of the Kelowna office, Laura has diverse experience including: small & medium size businesses, audits, and personal and corporate tax.
After successfully conquering the UFE in 2010, Laura has become a UFE mentor and works with the other students to help prepare for the exam. She has been actively involved in campus recruiting and campus events including a guest judge for the UBC-Okanagan JDC West team.
Laura caught travel bug while “studying” on a semester aboard in Vienna and was fortunate to be able to explore Europe. She continues to sneak away for travel adventures, including weekend trips to Seattle to catch a couple baseball games each summer. In her spare time, Laura can be found snowboarding at the ski hills, soaking in the sun at the lake, and spending time with her family and friends.
Jenny Balko
Senior Manager, Tax
Kelowna
250-979-7160
jbalko@kpmg.ca
Jenny Balko joined KPMG in April 1996 as a Co-op student in the Prince George office. Upon completion of her CA designation, Jenny transferred to the sunny Okanagan. After a number of years in the assurance practice, Jenny moved into KPMG's Canadian tax group in 2005.
Jenny's current focus is on Enterprise tax, including corporate and personal tax planning and compliance and has been involved in campus recruiting for the past few years.
Jenny enjoys spending time with her boys (including her husband) and her hobbies include photography and playing volleyball.
Vernon
Danny Robert
Senior Accountant
Vernon
drobert@kpmg.ca
Danny Robert joined KPMG in January 2009 after completing his Bachelor of Business Administration at Okanagan College. He has focused on Audit in his three years at KPMG, with a range of clients from retail, manufacturing and pharmaceutical industries.
While at KPMG, Danny has been involved with KPMG’s CASB mentorship program, Client Service Excellence committee, Campus Recruiting Team, and Social Committee. He successfully passed the UFE in 2010. He finds that being an employee at a Big Four accounting firm yet working in a small office allows for access to many great resources, and still provides a work life balance and close relationships with his peers.
Some of Danny’s hobbies include volleyball, softball and drag racing. He is a member of the Vernon Rotary and enjoys volunteering at Rotary such as blood donor clinics, and community events for children, families, and senior citizens. Danny got married in the fall of 2010 to his lovely wife Danielle.
Daniel Healey
Senior Manager
Vernon
danielhealey@kpmg.ca
I joined KPMG in 2004 after writing the Uniform Final Exam. I spent four years in our Okanagan-Thompson practice before moving to Ontario to work in our Advisory / Consulting Practice. In the Autumn of 2010 I relocated back to the Okanagan where I currently work in the KPMG Enterprise practice and focus on audit and assurance engagements. I work with clients in a variety of industries including mining, manufacturing, construction retail and not-for-profit.
While at KPMG I have had the opportunity to be part of the National Learning group at KPMG which has enabled me to take part in facilitating learning initiatives across the country. I have also had the opportunity to work across Canada and the US on a variety of different client projects.
When not at work I can usually be found on the ski hill in the winter and on a lake either kayaking or fly fishing in the summer. I also own an old house and an old Land Rover, both of which are in need of constant repair.