



David Roe
David Roe
David Roe
David Roe
Executive Director, SR&ED
Executive Director, SR&ED
Executive Director, SR&ED
Executive Director, SR&ED
Expertise
Committed to delivering tangible results with extensive experience in SR&ED (Scientific Research and Experimental Development) tax incentives, technical report writing, and client advisory services. David has managed complex engagements, facilitating stakeholder communication, and guiding organizations through the SR&ED process to secure federal and provincial government tax credits. A structured approach to problem-solving, streamlining documentation, and supporting business development initiatives have been key to delivering high-value consulting services within professional services firms.
Current Engagements
SR&ED claim preparation including financial support and technical documentation
CRA review support and audit guidance
SR&ED workshops and training
Process optimization assistance for SR&ED tax incentive claim support
Stakeholder engagement and executive presentations
Professional Background
14 years of SR&ED specific experience Senior Manager – SR&ED with KPMG LLP
14 years’ expertise in the software development industry in numerous SW development and management roles.
Bachelor of Science, Computer Science – University of Calgary
Diploma, Industrial Electronics Technology – SAIT
Expertise
Committed to delivering tangible results with extensive experience in SR&ED (Scientific Research and Experimental Development) tax incentives, technical report writing, and client advisory services. David has managed complex engagements, facilitating stakeholder communication, and guiding organizations through the SR&ED process to secure federal and provincial government tax credits. A structured approach to problem-solving, streamlining documentation, and supporting business development initiatives have been key to delivering high-value consulting services within professional services firms.
Current Engagements
SR&ED claim preparation including financial support and technical documentation
CRA review support and audit guidance
SR&ED workshops and training
Process optimization assistance for SR&ED tax incentive claim support
Stakeholder engagement and executive presentations
Professional Background
14 years of SR&ED specific experience Senior Manager – SR&ED with KPMG LLP
14 years’ expertise in the software development industry in numerous SW development and management roles.
Bachelor of Science, Computer Science – University of Calgary
Diploma, Industrial Electronics Technology – SAIT
Expertise
Committed to delivering tangible results with extensive experience in SR&ED (Scientific Research and Experimental Development) tax incentives, technical report writing, and client advisory services. David has managed complex engagements, facilitating stakeholder communication, and guiding organizations through the SR&ED process to secure federal and provincial government tax credits. A structured approach to problem-solving, streamlining documentation, and supporting business development initiatives have been key to delivering high-value consulting services within professional services firms.
Current Engagements
SR&ED claim preparation including financial support and technical documentation
CRA review support and audit guidance
SR&ED workshops and training
Process optimization assistance for SR&ED tax incentive claim support
Stakeholder engagement and executive presentations
Professional Background
14 years of SR&ED specific experience Senior Manager – SR&ED with KPMG LLP
14 years’ expertise in the software development industry in numerous SW development and management roles.
Bachelor of Science, Computer Science – University of Calgary
Diploma, Industrial Electronics Technology – SAIT
Expertise
Committed to delivering tangible results with extensive experience in SR&ED (Scientific Research and Experimental Development) tax incentives, technical report writing, and client advisory services. David has managed complex engagements, facilitating stakeholder communication, and guiding organizations through the SR&ED process to secure federal and provincial government tax credits. A structured approach to problem-solving, streamlining documentation, and supporting business development initiatives have been key to delivering high-value consulting services within professional services firms.
Current Engagements
SR&ED claim preparation including financial support and technical documentation
CRA review support and audit guidance
SR&ED workshops and training
Process optimization assistance for SR&ED tax incentive claim support
Stakeholder engagement and executive presentations
Professional Background
14 years of SR&ED specific experience Senior Manager – SR&ED with KPMG LLP
14 years’ expertise in the software development industry in numerous SW development and management roles.
Bachelor of Science, Computer Science – University of Calgary
Diploma, Industrial Electronics Technology – SAIT