Chartered Professional Accountants of Canada (CPA Canada)

As a mentor at the Order of Chartered Professional Accountants of Canada, l play a crucial role in shaping the next generation of accounting professionals. I have the opportunity to share my knowledge and expertise with aspiring CPAs and guide them as they progress through the CPA program.

Mentor

Xen Accounting

Portfolio company acquired from the Equiom PE Group

Partner - Strategic Advisor

Nex CPA

Boutique financial services for vc backed businesses.

Principal

Vasco

B2B SaaS that engineers growth to scale 10x faster.

Fractional CFO

Equiom Group

A Private Equity Group providing sophisticated clients with professional service expertise.

Managing Director - Canada

Board Member - Canada

MailChannels

MailChannels is a Vancouver-based SaaS company that protects companies against malicious email threats.

- Model budget and cashflow to determine free cashflow and financing needs
- Monthly review of cashflow and month-end discussions held with the CEO
- Budget to actual variance analysis provided to the CEO and Board
- Track key metrics (MRR, MRR Expansion, MRR Retraction, EBITDA, ARPU, ARPA)

Rise Branding

Rise Branding is a Toronto-based branding and communications agency that partners with leading multinationals in the B2B space.

- Financial modeling to determine free cashflow, breakeven analysis, financing needs, and key revenue/direct cost/opex drivers.
- Quarterly review of cashflow needs with CEO
- Budget to actual variance analysis provided to executive management.

Cloud Accounting Firm that is 100% digital. Acquired by the Equiom Group on Nov. 1, 2018.

- Startup ecosystem in tech, fintech, and venture capital 
- Advisory & consulting services (financial modelling, SRED, fractional CFO)
- Reporting (financial statements, quarterly reports to limited partners, board packages)
- Tax (indirect, direct, payroll)

Senior Manager

Aon Risk Solutions

NYSE: AON
- Full cycle accounting under IFRS
- Budgets, fixed assets, month-end
- Federal excise tax

Senior Accountant

BMO Wealth Management - Canada

TSX: BMO
- Analyze equities
- Operated in the money market funds, equities, and derivatives.
- Licensed investment representative with IIROC

Equity Specialist

Startup advisor

I help modern businesses scale by optimizing their cash flow, finops technology, and tax compliance.

Hasan Shahariar, CPA

Groupe Baronello

Senior Associate, Real Estate Broker

Remax  Alliance

Marco Moranelli Real Estate, Residential & Commercial Brokerage Services

Maisons R&M | Builder + General Contractor

Partner, Residential Real Estate Strategist & Project Manager

TELUS Business

- Premium Enterprise Network Support
- Corp. Account Mgmt. & Sales
- Business Analyst

Business Solutions, Wireless/Wireline/3rd Wave

TELUS

- Loyalty Specialist
- Market Intelligence Team Lead
- Acting Team Manager
- Digital Marketing Specialist

Consumer Experience, Wireline

His greatest quality? His accessibility. He is incredibly easy to work with.

Marco is a dedicated partner in your journey to financial independence and discovering YOUR idea of the perfect home. As an urban planner by trade, Marco has a deep understanding of how neighbourhoods grow and transform. He’s passionate about identifying opportunities for gentrification and unlocking future value for his clients.

With over a decade of experience at one of Canada’s Big 3 telecom companies, Marco learned the value of delivering a customer-centric experience, prioritizing lifelong relationships, and making smart data-driven decisions. These skills seamlessly transitioned into real estate, where Marco’s focus is on understanding each client’s unique needs and guiding them to attain their objectives. Starting with house flipping, he was driven by a desire to revitalize Montreal’s aging neighbourhoods, and since becoming a broker in 2019, he’s been helping clients buy, sell, and invest with steadfast confidence.

Marco’s blue-collar grit sets him apart—he believes in meticulous planning, thorough preparation, and being the hardest worker in the room. His commitment to responsiveness, proactive coordination, and clear communication ensures that no opportunity is missed, and every decision is well-informed.

Armed with a bachelor’s degree in Urban Planning from Concordia University, a graduate degree in Managerial Marketing from McGill University, and continued studies in Construction Business Management and Urban Land Economics, Marco brings a wealth of knowledge to every transaction. His background provides a competitive edge, allowing him to navigate the complexities of the real estate landscape with ease.

Beyond being a broker, Marco is also an investor and property manager, offering a well-rounded perspective that adds value for his clients. He’s passionate about sharing his skills, simplifying the process, and making every real estate experience not only successful but genuinely fulfilling.

"People don't care how much you know, UNTIL they know how much you care."
-Theodore Roosevelt

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The Battle

Hasan Shahariar, CPA

Marco Moranelli

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