Managing Partner
Mark Lotz, CPA
Chartered Professional Accountant, corporate director, and independent expert witness — advising public and private companies on tax, financial reporting, and governance for more than three decades.
Mark Lotz, CPA, is the Managing Partner of Lotz CPA Inc., the Vancouver firm of Chartered Professional Accountants he founded in 1994. He advises public and private companies on tax, financial reporting, and governance, and has served as chief financial officer, corporate director, and audit committee chair across a range of industries. He is regularly retained as an independent expert witness on financial quantification and securities matters, and consults to legal firms on securities regulation and litigation. Whatever the mandate, his work is built to withstand the scrutiny of boards, regulators, and the courts.
- 1994
- Firm founded
- 30+
- Years in practice
- 34
- Board appointments
Coopers & Lybrand
Early careerAudit & Advisory
Mark began his career in public accounting at Coopers & Lybrand — one of the international firms that would later merge to form PricewaterhouseCoopers — where he trained across audit and advisory engagements and earned his professional designation. That early grounding in rigorous, standards-based practice continues to shape how he approaches every file.
Golden Capital Securities Ltd.
Capital marketsChief Financial Officer
He went on to serve as Chief Financial Officer of Golden Capital Securities Ltd., a Vancouver investment dealer, where he led financial reporting, regulatory compliance, and internal controls in a regulated capital-markets environment. Running finance for a securities firm gave Mark a first-hand command of securities regulation and the continuous-disclosure obligations of public issuers — expertise he still draws on in both his advisory practice and his work as an expert witness.
Lotz CPA Inc.
1994 – PresentFounder & Managing Partner
In 1994, Mark founded Lotz CPA Inc. to bring that public-company and capital-markets experience to a broader base of clients. In the decades since, he has acted as CFO, director, and audit committee chair for public companies across mining, manufacturing, technology, and financial services, and has been directly responsible for financial reporting on dozens of public companies and hundreds of private ones. He also advises owner-managed businesses, boards, and legal firms on the questions that carry the most weight — from complex tax planning to the quantification of financial claims in dispute.
Corporate & Public Company Tax
Tax planning, compliance, and reporting for public and private companies.
Personal & Owner-Manager Tax
Strategic tax planning for business owners and individuals.
Financial Reporting & CFO Services
Public-company financial reporting and senior finance leadership.
Audit Committee & Governance
Audit committee expertise and governance advisory for boards.
Securities & Litigation Consulting
Consulting to legal firms on securities regulation and litigation.
Expert Witness & Financial Quantification
Expert testimony and quantification on complex contractual matters.
Chartered Professional Accountant (CPA)
CPA British Columbia (CPABC) · CPA Ontario
Lotz CPA Inc. — a licensed professional accounting corporation authorized to practice public accounting
Coopers & Lybrand — audit and advisory (early career)
Bachelor of Business Administration (joint major in Economics), Simon Fraser University — 1989
Mark is a Chartered Professional Accountant, registered with the Chartered Professional Accountants of British Columbia (CPABC) and the Chartered Professional Accountants of Ontario (CPA Ontario). Lotz CPA Inc. is a licensed professional accounting corporation authorized to practice public accounting.
Mark has held senior financial and governance roles with — or provided reporting, tax, and advisory services to — public and private companies across the resource, financial-services, and technology sectors, including African Queen Mines, Alta Copper, Canaccord Genuity, Commander Resources, FRX Innovations, Intrepid Metals, World Copper, and Xali Gold, among many others.
See the full client list →Mark has served as a board member of public and private companies spanning mining and resources, technology, aviation, health, and consumer sectors, including:
- Alta Copper Corp.
- Atlas Engineered Products Ltd.
- Avventura Resources Inc.
- Battery X Metals Inc.
- BluEnergies Ltd.
- Commander Resources Ltd.
- Desert Mountain Energy Corp.
- Fairchild Gold Corp.
- FRX Innovations Inc.
- Fura Gems Inc. (formerly Fura Emeralds Inc.)
- Giant Mining Corp. (formerly Majuba Hill Copper Corp.)
- Global Crossing Airlines Group Inc.
- Gold Basin Resources Corporation (formerly Fiorentina Minerals Inc.)
- Gold Hunter Resources Inc.
- Golden Lake Exploration Inc.
- Handa Mining Corporation
- Herbal Dispatch Inc. (formerly Luff Enterprises Ltd.)
- Hiku Brands Company Ltd.
- Inspiration Energy Corp.
- Intrepid Metals Corp.
- Leopard Lake Gold Corp.
- Metalsource Mining Inc.
- Mineral Road Discovery Inc.
- PreveCeutical Medical Inc.
- Sacre-Coeur Minerals, Ltd.
- Silver Elephant Mining Corp.
- Specialty Liquid Transportation Corp.
- Teal Valley Health Inc. (formerly Radiant Health Care Inc.)
- TrackX Holdings Inc.
- Volatus Capital Corp.
- World Copper Ltd.
- WSM Ventures Corp. (formerly Avalon Blockchain Inc.)
- Xali Gold Corp.
- Xineoh Technologies Inc.
As an independent expert, Mark prepares reports and provides testimony on financial quantification, damages, and securities matters, and critiques opposing expert evidence. His analysis is grounded in records and established professional methodology, and is prepared to the standard expected by courts and tribunals — the same standard that runs through every engagement the firm takes on.
To discuss a tax, reporting, governance, or expert-witness matter, contact Mark for a confidential consultation.
Contact Mark→