NorthBridge Consultants Blog

Employee Spotlight: Yael Algranti

Since joining our Client Management team last November, Yael Algranti has played an essential role in serving new and existing NorthBridge clients in Ontario and Western Canada.  Of all the aspects of her job, Yael most enjoys working with and interacting with people every day, building long-lasting relationships with everyone from fellow employees to current and potential clients. Yael is proud to be a member of the dynamic NorthBridge team and appreciates the value management places on employee input and the warm atmosphere her colleagues have brought to the business.

Yael grew up in the Hamilton area and holds a BA in Psychology from the University of Guelph. Her past experience includes work in child care, activity coordination, and event planning. Most recently, she managed shipping and receiving and marketing for a garden product distributer and retailer.

From a young age, Yael has loved singing and dancing. She has sung in a number of choirs and plays and danced in a wide variety of styles, ranging from jazz and hip hop to ballet and musical theatre. More than anything, Yael enjoys spending time with her friends and family—whatever that may bring!

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December 1 Seminar- Leveraging Your SR&ED Application to Reduce Patent Application Costs

Exploiting synergies between SR&ED/IRAP and patent applications can save time and resources.

Many people don’t realize that significant parallels exist between what is required for a SRED/IRAP filing and for a patent filing. Join experts from Northbridge Consultants, a professional engineering firm and subject matter expert on government funding, and PCK, a leading boutique intellectual property firm, to find out how you can efficiently combine your SRED/IRAP and patent application processes.

The seminar will include a discussion about the requirements for the SRED and IRAP programs, about the fundamentals of intellectual property protection, and about how the application process for each filing can be combined into a single process, allowing you to coordinate actionable tasks with relevant time periods.


  • Introduction to government funding (SR&ED/IRAP)
  • Introduction to fundamentals of intellectual property protection
  • Explanation of how to process SR&ED applications in parallel with patent applications
  • Case studies (Using a SR&ED technical narrative to write a patent)
  • Discussion; questions and answers


Gerry Fung  CPA, CMA, P.Eng.
Vice President, Business Services at NorthBridge Consulting Services Inc.
Andrew Currier  BSEE, LL.B., P.Eng.
Co-Founder and CEO of PCK | Perry + Currier Inc. | Currier + Kao LLP


Thursday, December 1, 2016 from 4:00 PM to 5:30 PM (EST)


500-1300 Yonge Street
Toronto, Ontario M4T 1X3

Booking/ Registration:

Please RSVP online by December 1, 2016


CRA Begins Launching SR&ED Pre-Claim Review Pilot

In August 2016, the Canada Revenue Agency (CRA) began to launch the Pre-Claim Review pilot program in order to review and determine whether R&D projects that are in progress qualify for the Scientific Research and Experimental Development (SR&ED) tax credit program.

This follows the cancellation of the similar Pre-Claim Project Review service at the end of June 2016, which had provided preliminary verbal opinions regarding the SR&ED eligibility of the proposed or initiated projects.

The new free review program aims to provide certainty that eligible R&D projects will be accepted as filed while they are still in progress, when it is easier to defend the projects and before the formal claim is prepared at the end of the fiscal year. After acceptance into the pilot program, the CRA would conduct a review to evaluate the SR&ED eligibility of the scientific or technological knowledge base as well as the work being performed.

A limited number of participants will be selected as the pilot program is implemented in August, October, or November, depending on the province or territory—see the table below for more details. There are a few criteria to be met, such as having previously filed for SR&ED while meeting the basic requirements for claiming SR&ED tax incentives.

The launch of the new review service also follows the recent launch of the Pre-Claim Consultation service, which assists potential claimants in determining whether their work is eligible for SR&ED tax credits and what supporting documents they should keep before they submit a claim. These two programs are intended to increase the predictability and consistency of the SR&ED program by the CRA.

Companies that are interested in using these services can submit a completed Pre-Claim Consultation Request Form or Pre-Claim Review Request Form, or get in touch with their local SR&ED contact for more information.

Pre Claim Review Pilot Program Implementation Schedule

British Columbia August 2016
Alberta August 2016
Saskatchewan August 2016
Manitoba August 2016
Yukon August 2016
Northwest Territories August 2016
Ontario October 2016
Nunavut October 2016
Quebec November 2016
New Brunswick November 2016
Nova Scotia November 2016
Prince Edward Island November 2016
Newfoundland and Labrador November 2016

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Program Closing: CME SMART Advanced Technology for Global Growth

The 3rd application intake for CME SMART Advanced Technology for Global Growth program will be closing on July 31, 2016 at 11:59pm, as funds have been almost fully committed.  

Applications received by this date will be evaluated and the most valuable projects may receive funding; however, applications submitted after this date will be declined and retained  for future evaluation should additional funding become available.

Applications for the SMART Operational Assessments program for Northern Ontario will continue to be accepted. The SMART Productivity Assessments program supports Northern Ontario manufacturers by funding 50% of eligible costs up to a maximum of $15,000. This funding aims to help companies determine opportunities in product and process improvements, quality, lean manufacturing, information systems, human resources, management systems, and market analysis.

Companies who have complete the assessment are eligible to apply for funding towards improvements in productivity through FedNor’s Targeted Manufacturing Initiative for Northern Ontario.

Employee Spotlight: Tina Zhou

Tina Zhou joined the NorthBridge engineering department last December and quickly became an integral part of our team. As an SR&ED Specialist, her role involves meeting with clients to discuss their development work and examining their technical documentation in order to identify eligible SR&ED projects. She also works closely with our technical writing staff to prepare Scientific Research and Experimental Development (SR&ED) project narratives. Tina particularly enjoys the research aspect of her job, as it has exposed her to some of the most cutting-edge practices in a variety of industries.

Tina holds a BASc in Chemical Engineering from the University of Toronto and has experience working on pressure-relief product manufacturing, and has conducted market research for ready-to-serve food products. She has also been involved with Science, Technology, Engineering, and Math (STEM) outreach through the University of Toronto. At NorthBridge, Tina is able to leverage her breadth of industry experience to work with clients in the food, plastics, and metalforming industries.

Originally born in China, Tina’s family immigrated to Canada when she was thirteen. She previously resided in the GTA and now lives in Waterloo, Ontario. In her spare time, Tina enjoys drawing and painting and travelling to warm, tropical destinations.  Tina is also passionate about animal welfare: she has recently gotten involved with Toronto Cat Rescue and hopes to one day run a barn and work with rescue groups to provide a home for animals in need.

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