SR&ED: Fuel Your Innovation Through Government Funding

Join Kingston Economic Development, for an informative session designed for entrepreneurs, founders, startups, and growing companies looking to understand how government funding programs and tax incentives can support innovation and business growth.

Delivered by File & Claim, attendees will learn how the Scientific Research and Experimental Development (SR&ED) program can help recover eligible Research and Development investments, identify qualifying activities, improve documentation practices, and leverage additional funding opportunities available throughout the innovation journey. Presented by File & Claim’s team of CPAs, tax experts, and SR&ED technical consultants with over 50 years of combined experience supporting Canadian businesses.

Karen O’Leary, Government Funding & Tax Incentives Consultant

Karen has over 15 years of experience in working with clients in various industries obtain SR&ED and other government grants. With a career that started in sourcing funding for the education industry, Karen has since been instrumental in navigating various government programs and their technical intricacies. Karen takes a focused approach to understanding the business processes of each client to help identify SR&ED opportunities and is File & Claim inc.’s Lead SR&ED Consultant who works with a team of supporting SR&ED Consultants.

Andrew Aldworth, SR&ED Technical Consultant

Andrew is an engineering graduate from the University of Waterloo. He spent 17 years at a large automotive manufacturing company in many capacities, including leading SR&ED claim submissions, before focusing on providing his SR&ED expertise to a variety of businesses across various sectors, including but not limited to, manufacturing, pharmaceuticals, and food processing. Andrew is File & Claim inc.’s Lead SR&EDTechnical Consultant who works with a team of supporting SR&ED Technical Consultants.

Renaldo Heard, SR&ED Financial Consultant

Renaldo obtained his degree in mathematics from the University of Waterloo and then went on to obtain his Chartered Accountant, Chartered Professional Accountant and Certified Financial Planners designations. He has spent 15 years assisting clients with the financial and tax aspects of SR&ED submissions across various sectors, defending claim submissions with CRA, and navigating the complexities of various other government funding programs. Renaldo is File & Claim inc.’s Lead Financial Consultant and works with a team of supporting financial and tax professionals.