I am the Interior of British Columbia’s tax service line leader with over 25 years’ experience in specialized tax services. I lead a team of knowledgeable tax professionals supporting privately held businesses and high net worth clients.
I draw upon a wide breadth of knowledge and experience to provide practical tax and business planning advice to my clients. Specifically, my experience encompasses corporate and personal tax planning, reorganizations, buying and selling businesses, transitioning family-owned businesses to the next generation, and cross-border tax planning and compliance.
I have focused on providing proactive tax advice to clients in a range of industries including real estate and construction, agriculture, manufacturing, and professional services. With a deep understanding of the tax, finance and business issues facing my clients, I am committed to helping them achieve their financial goals.
I am part of the Family Enterprise Xchange, or FEX, Okanagan advisory board as an advisory board member. FEX is a new national organization for family enterprises with the goal of empowering families and their advisors so they can succeed and flourish. Advisors like myself provide a unique blend of shared wisdom and experience, and cutting edge thinking and knowledge.