I can help businesses navigate complex tax planning and compliance. Specifically, I provide a wide array of tax and business planning advice related to corporate and personal tax, estate & succession planning, corporate reorganizations, and mergers & acquisitions.
I work with clients to understand what matters most and deliver tailored advice. I work with private companies in real estate and development, private equity, construction, professional services, and hospitality.
Completing the CPA Canada’s in-depth tax program and the Trust and Estate Practitioner (TEP) designation with STEP Canada has given me a comprehensive understanding of Canadian tax to help deliver robust advice to my clients.
I also sit on the Succession and Estate Planning Leadership Committee for Grant Thornton Canada, and regularly speak at the Atlantic Tax Conference.
I’m a course facilitator and tutor at CPA Canada’s In-depth Tax Course and was previously part of the faculty at Saint Mary’s University lecturing on tax. Outside of work, I enjoy curling, skiing, golfing, and cycling and a big supporter of the BMO Ride for Cancer. I’m an avid traveler and love getting away with friends and family.