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

Linkedin

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

Linkedin

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

Linkedin

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

Linkedin

Your door to commercialization

Send a message

Whether you have questions about our products, need help with an order, or simply want to learn more about execom, we're eager to hear from you!

execom © 2024. All Rights Reserved.

Your door to commercialization

Send a message

Whether you have questions about our products, need help with an order, or simply want to learn more about execom, we're eager to hear from you!

execom © 2024. All Rights Reserved.

Your door to commercialization

Send a message

Whether you have questions about our products, need help with an order, or simply want to learn more about execom, we're eager to hear from you!

execom © 2024. All Rights Reserved.