I’m a partner in the independent business group of the Markham, Ontario office. My goal is to deliver exceptional service and advice to owner-managed businesses and holding companies, helping them to minimize taxes and grow their business.
My areas of expertise include: corporate and personal tax return preparation and planning, new business start-ups, personal financial planning, QuickBooks pro advisor, estate planning and financial statement compilation and review engagements.
As a Certified Financial Planner, I’m pleased to assist my clients with portfolio management and life insurance expenditures. I enjoy helping people develop a sound financial plan that considers their entire financial picture and tolerance for risk.
I regularly write and publish articles to keep my clients informed and up-to-date. These include insights to improve operations and profitability, especially with respect to tax minimization.
I’ve been a volunteer tax-return preparer for the West Hill Community Centre, and I support the Goulding Park Hockey Association as treasurer.
- BA (Hons)