Generation Capital
Kathleen Bertuzzi, CPA, currently serves as Manager of Financial Reporting at Generation Capital since April 2024. Prior to this role, Kathleen held the position of Finance Manager at Compound Studio from January 2023 to April 2024, and also worked as a Senior Accountant and Staff Accountant at KPMG from May 2019 to January 2023. Earlier experience includes a Summer Student role at FCR | Freelandt Caldwell Reilly LLP in 2018 and several years as an Accounting/Administrative Assistant at Reliable Maintenance Products from July 2011 to August 2017. Kathleen earned a Bachelor of Business Administration in Accounting from Western University between 2015 and 2019.
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Generation Capital
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Generation Capital (www.generationcapital.com) is a private wealth and investment management firm based in Toronto. We seek investment opportunities that provide risk-adjusted returns consistent with our overall investment principles and financial goals. We focus on activities that will provide long-term value for our clients, including investment management, tax planning, estate planning, administration, and advising on personal business ventures. We also partner with our clients to make an impact on the world through the management of philanthropic and social impact investing activities.