As a partner in Business and Tax Advisory Services, I proactively advise business owners and their families on a wide range of tax, accounting and advisory issues. By taking the time to understand the unique nuances of each family fact pattern—and developing long-term relationships with each and every one of my clients—I work with them to identify and address a wide range of business opportunities and challenges. Whether you’re looking to buy or sell a business, start a new one, plan your estate as tax-efficiently as possible, structure a business venture or simply need year-end accounting assistance or tax compliance advice, I’m here to help.
When I’m not at the office, you can find me out in the community taking in all that the beautiful Okanagan Valley has to offer—often on my mountain bike or on the ski slopes of our local mountain. I also enjoy making our community stronger through a variety of volunteer efforts—I’m currently a minor baseball coach, as well as past treasurer of the BC Liberal Riding Association and Penticton Art Gallery.