This event is part of our series of STARTUP events, specifically focusing on the early stage of startup development. Designed to provide practical guidance for beginner-level entrepreneurs and CPAs from CCPA (non-industry insiders), the lecture aims to address key challenges and essential knowledge needed in the early phase of building a startup, with the joint efforts of speakers and board members to ensure its success.

Featured Speakers

Manager, Valuations & Financial Advisory 

Clearhouse LLP

David Dai began his career at Clearhouse LLP, a regional accounting and advisory firm in Mississauga, where he delivered assurance and accounting advisory services to both public companies and private enterprises across a wide range of industries, including transportation, biotechnology, utility and energy, mining and exploration, financial services, food and beverage, and cannabis.

He now focuses his practice on valuations and transaction advisory, with experience advising corporate and individual clients on valuation and M&A engagements across a diverse range of assignments. This includes advising clients on mergers and acquisitions transactions, valuations for financial reporting, tax re-organizations, family law matters, capital raising, and the valuation of complex financial instruments.

Co-founder of MyDreamFinance

Richard brings 10+ years of experience across financial leadership, capital raising, and strategic advisory, supporting high-growth Canadian small-to-medium and founder-led businesses.

As a former CFO of a national Canadian wholesale company, he scaled operations from 10 to 50+ employees, built financial and operational infrastructure, and drove multi-million-dollar revenue growth within four years.

His experience spans M&A, financial modeling, and capital strategy. He previously worked as a Mergers and Acquisitions Analyst at FirePower Capital and a Business Consulting Manager at MNP LLP, advising clients on transactions, financing, and growth initiatives.

Richard is also the co-founder of MyDreamFinance, a boutique CFO advisory firm providing fractional CFO services, accounting and bookkeeping oversight, valuation and financial modeling, FP&A, and capital raising solutions for scaling businesses across Canada.

Event Information

Date: Sunday, May 10, 2026

Time: 2:00 pm – 3:30 pm ET (registration starts at 1:45 pm)

Session Format: Hybrid

Location: Toronto Public Library – 35 Fairview Mall Dr., Toronto, ON, M2J 4S4 Fairview Meeting Room 401

Online Webinar (Zoom)

Dress Code: Business Casual

Language: English

CPD Credit: 1.50 hours

Cost: $15 

Enrolment Limit: 100 People

Registration Deadline: May 10, 2026 at 9:00 am ET

Once registered, you will receive an email confirmation with webinar details. 

Active participation is mandatory for receiving the CPD certificate, including answering all poll questions. 

Please use the same name when registering on ccpaa.ca and joining the Zoom meeting.