Principal
Mark Lotz, CPA CA.
CPA CA, 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 CA, is the Principal of Lotz CPA, 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.
Vancouver Stock Exchange
Securities regulationCompliance Examiner
For four years, Mark served as an examiner at the Vancouver Stock Exchange, responsible for reviewing the financial and sales-compliance practices of Vancouver-based brokerage firms — early, hands-on exposure to securities regulation and the compliance obligations of market participants.
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
1994 – PresentFounder & Principal
In 1994, Mark founded Lotz CPA 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.
CPA CA
CPA British Columbia (CPABC) · CPA Ontario
Lotz CPA — 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
Member of the provincial Board of Examiners (CPABC's predecessor institute) and author of provincial tax and accounting examinations
Mark is a CPA, registered with the Chartered Professional Accountants of British Columbia (CPABC) and the Chartered Professional Accountants of Ontario (CPA Ontario). Lotz CPA 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:
Mining & Resources
20- Alta Copper Corp.
- Avventura Resources Inc.
- Battery X Metals Inc.
- Commander Resources Ltd.
- Fairchild Gold Corp.
- Fura Gems Inc.formerly Fura Emeralds Inc.
- Giant Mining Corp.formerly Majuba Hill Copper Corp.
- Gold Basin Resources Corporationformerly Fiorentina Minerals Inc.
- Gold Hunter Resources Inc.
- Golden Lake Exploration Inc.
- Handa Mining Corporation
- Intrepid Metals Corp.
- Leopard Lake Gold Corp.
- Metalsource Mining Inc.
- Mineral Road Discovery Inc.
- Sacre-Coeur Minerals, Ltd.
- Silver Elephant Mining Corp.
- Volatus Capital Corp.
- World Copper Ltd.
- Xali Gold Corp.
Energy
03- BluEnergies Ltd.
- Desert Mountain Energy Corp.
- Inspiration Energy Corp.
Technology
04- FRX Innovations Inc.
- TrackX Holdings Inc.
- WSM Ventures Corp.formerly Avalon Blockchain Inc.
- Xineoh Technologies Inc.
Aviation
01- Global Crossing Airlines Group Inc.
Health & Life Sciences
02- PreveCeutical Medical Inc.
- Teal Valley Health Inc.formerly Radiant Health Care Inc.
Consumer
02- Herbal Dispatch Inc.formerly Luff Enterprises Ltd.
- Hiku Brands Company Ltd.
Industrial & Other
02- Atlas Engineered Products Ltd.
- Specialty Liquid Transportation Corp.
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.