Alison Lin - Management Consultant; MBA

USA, Canada Business Consultations

Review internal client company data such as financial statements, payroll information, or existing computer systems Outline the scope of the work and identify and map out schedules, milestones, and required resources to meet the project objectives.


Alex Golin – Vice President of Sales & Marketing; CBAP, SCMP, PMP, BCom

Marketing/Sales Manager; Business Consultant; Business Analyst; Project Management; Supply Chain Management

CTL Business Group – Canada Sales Partner:

Alex Golin has over 15 years of running his own Business Consulting firm which included marketing, contract management, business analysis, project management and change management for multiple North American companies and businesses.  He also has over 20 years in supply chain, purchasing and logistics hands on experience within the retail, agricultural and manufacturing sectors.  Alex leads the Canadian team of Business Brokers in discovering new clients that want help in business valuations, M&A brokerage or to take advantage of one of CTL Business Group's consulting specialists.

Allan Novodvorski – CMA

Accounting Instructor, Financial Management

Allan Novodvorski is a Professional Accountant with experience in Financial Reporting, Full Cycle Accounting, Auditing, Budget Administration, Project Accounting, Accounting Systems Implementation and Business Development, Personal and Corporate Income Tax.

Chunte Lin – P.Eng (APEGA)

Engineering Consulting

Chunte Lin is a senior engineer with 20+ years of EPC oil & gas industrial experience in instrumentation & controls, reliability, and construction.

Daisy Dai - CGA

Accounting Instructor, CGA member

Daisy Dai is a CGA member with over 10 years experience in full cycle accounting, including reporting on financial statements, variance analysis, budget and forecast, accounts payable and receivable, inventory control, fix asset management and tax services.

Eliza Mae Dieta – CMA

Accounting Instructor, Financial Management

Eliza Mae Dieta is a Financial Controller in Downtown Calgary. She received her Bachelor of Management from the Univeristy of Lethbridge, Calgary Campus, and earned her designation from CMA Alberta. She has six years of Financial Accounting and Management experience in various oil and gas companies such as Manufacturing, Engineering, and Services.
Passionate about accounting, detail-oriented, efficient and organized, Eliza has been involved in setting up and directing accounting departments, system reviews and implementation, and financial reporting and analysis for public and private corporations and small business.

Ernest Ip – CA (Canada), CPA Fellow (Hong Kong), MBA(UNSW)

Chartered Accountant, Merger and Acquisition

Ernest Ip is a CA member in Canada with over 10 years experience in merger and acquisitions for publicly listed corporate, as well as small and medium enterprises, providing tax and advisory for the company. He has experience working with private equity firm and bankers for business divestiture and acquisition. He had previously worked with Deloitte for external audit and worked with NGO Company for internal audit.

Grace Lee – Business Appraiser; CFA level 2

Business Valuation; Investment Analyst

CTL BUSINESS GROUP – USA PARTNER: Grace Lee has over 15 years in business valuation and investment portfolio analysis, primarily focused in real estate, education and retail industries. She is a member of Angel Investor and a member of private capital market association.

Henry TrudeauCertificate Mergers & Acquisitions Advisor

Mergers & Acquisitions Specialist; Canada, USA and Asia Locations

Support complex deals by evaluating financial report, studying company operations, and deciding how a company will fit within another business or as part of a larger portfolio.

Herman Neo

Herman Neo is true combination of World-Class Professional with very strong USA & International experiences.
He has built his strong foundation at Big 4 Firm before escalated to large conglomerate company, service, manufacturing and distribution companies. He used to serve as Management Consultant, Auditor, Corporate Planning, Controller, VP Operations, CFO, CEO and Managing Partner before join with CTL Business Group as Business Associates Partner.
Herman brings 27-year experience in Finance, Accounting, Operations and Executive Level from various kind industries. He has been exposed to work in four different countries including Indonesia, USA, Nigeria and Singapore.
His expertise range from Business Strategies, Management, Corporate Finance, Audit, SOX compliance, Accounting System & Procedures, ISO 9001, 14000, 22000 implementations, ERP System implementation and Taxation.

John Mackenzie – MBA; CM&AP

Mergers & Acquisitions Professional; Corporate Develop Analyst

CTL BUSINESS GROUP – USA PARTNER: John Mackenzie has over 30 years in cross border Mergers & Acquisitions experience, primarily focused in health care, high tech & bio tech industries. John’s expertise is in M&A strategy, M&A screening, integration, execution, synergy management and transitional management. He has lived in Canada, Korea, Taiwan, China and United States, as well as work on many M&A projects in the United States, Taiwan, China, Korea and Canada.

Karan Ashani – CFA

Business Valuations, Due Diligence, Corporate Finance
Karan Ashani is a CFA charter holder with more than 10 years experience in business valuations, due diligence, corporate finance, audit and tax planning. Karan has applied for his CPA, CA designation after passing all the requirements and is also in advanced stage of getting the CBV designation. Over the years, Karan has worked with companies such as Real Estate, Financial Services, Manufacturing Companies, Transportation, Media Services, Insurance Brokers and Forestry Resources.

Linna Ko

Transnational Bookkeeper and Personal Tax Preparer in US

Linna Ko has over 6 years work experiences in transnational bookkeeping and over 3 years in USA personal tax filing.
Bachelor Degree of Art in Business Management Economics (Focus: Accounting)

Maanik Bhandari - Web Designer/Developer, UX/UI Specialist

 Web Designer / Graphic Designer

Maanik Bhandari holds a BSc. in Computer Science from the University of Calgary. He has a passion for creating beautiful and intuitive web and mobile fronts, putting the user at the forefront of his design philosophy. He also dabbles in graphic design from time to time.

Matthew Fox: MBA

Business Broker Team Leader; Sales Consultant– USA

Matthew Fox has over 20 years in marketing/sales experience. He manage Business Broker training, recruiting & sales campaign. Matthew is also a Sales Consultant. He guide clients find sales strategies and set up a sales goal & structure.

Max Zhang - CGA

Accounting Instructors, Tax Accountant

Max Zhang has over 10 years work experiences specializing in financial accounting analysis, reporting, and over 6 years in project cost accounting in oil and gas industry.
Bachelor Degree of Business Administration in Accounting Major and Economic Major
Hold CGA designation
Knowledgeable in Taxation and skilled in financial software, such as Sage 50, QuickBooks, BST, and Oracle.

Michael Zhang

Tax Accountant and Accounting Instructor

Michael Zhang has over 5 years of accounting experience including tax returns, financial reporting, and full cycle accounting. Extensive and hands on experience with Sage 50, QuickBooks, Caseware, Profile, and U-file. He is the author of most of our training materials. Michael also holds a Master degree in Economics.

Rick Mackenzie, CFA Level 3

Investment Analyst

Canada& Asia Business

Responsible for leading the investment modelling function of the acquisitions process to ensure timely and successful completion of acquisition opportunities. In addition, I assist the team in all aspects of research, evaluation, and implementation of acquisition and disposition strategies

Robert Wang – CFA; FRM

Investment Analyst; Financial Analyst

Robert is a finance professional with 5+ years experience in Real Estate Valuation, Financial Analysis, Financial Modelling, Fund Accounting & Middle Office Services. Robert is going to Cambridge in UK for a Master of Finance program.





QuickBooks 會計軟體培訓顧問





學歷:國立成功大學 EMBA 碩士畢業

經歷:創投業; 證券及期貨業; 金融投顧及保險業;企業倂購



學歷:中原大學 企管系大學畢業

證照: 金融投顧相關證照:信託業業務人員信託業務專業測驗(信託法規乙科)、證券商業務員、證券商高級業務員、投信投顧營業員

財務會計相關證照:中小企業財務顧問認證 中華無形資產暨企業評價協會『企業評價師』Certified Business Valuator

中華無形資產暨企業評價協會 會員






學歷:NAU (North Alabama University, 美國)碩士畢業

證照:6 Sigma 綠帶認證

經歷:供應鏈策略規劃及管理 國際采購 企業倂購


台灣區顧問合夥經理/QuickBooks 會計軟體培訓顧問

學歷:台灣科技大學 資訊管理研究所碩士畢業

經歷:MIS / 網管主管、顧問人員、行政主管、軟體相關專案管理師


會計師 – 台灣

學歷:私立東吳大學 會計學系碩士畢業

證照:會計師 – 台灣

經歷:金融研究員、財務分析 / 財務人員、講師


律師 -中國

學歷:東吳大學 中國大陸法律組(私募股權基金法制研究)碩士畢業


經歷:中国、美国私募股权基金(PE, VC)的行业发展现状、法律法規, 講師, 併購案或基

金投資盡職調查(Due diligence),準備調查清單、股權投資協議等。


財會分析/IPO 顧問

學歷:Wesleyan University 企業管理碩士畢業





證照:會計丙級, 日檢3,4 級

經歷:超過 5 年撰寫政府企劃書經驗

李恆安 (Andy)



技術:AutoCad 國際認證、Word、PowerPoint、Excel、Illustrator

經歷:DM 設計、WordPress 網站 SEO



學歷:碩士肄業 國立清華大學 EMBA;中興大學農經系










學歷:碩士畢業 新加坡國立大學 不動產研究所


認證:中國生產力中心第 14 屆經營管理顧問師、不動產估價師、信託人員執照