A tax partner at the Kelowna BC office, I bring over 25 years of experience in specialized tax services to every client engagement. Every day, I have the pleasure of leading a team of knowledgeable tax professionals—and supporting an amazing client base of privately-held businesses and high net worth individuals.
To make sure my team and I are meeting the diverse needs of our client base, and providing practical tax and business planning advice, I often draw upon the lessons I’ve learned over the years in the areas of 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.
Above all else, I believe tax advice should be proactive—and I’m always looking for opportunities to help our clients implement tax planning strategies that help them achieve their financial goals, whether they’re in real estate and construction, agriculture, manufacturing, or professional services.
Outside of work, I’m currently serving as the Chair for the Okanagan Chapter of the Society for Trust & Estate Practitioners and as Treasurer of the Kelowna Estate Planning Society Board. In addition, I have been a tutorial leader at the CPA Canada In-depth Tax issues for the owner-managed business for several years. I’ve also presented on a wide variety of topics over the years related to tax issues that impact privately held businesses.
In my spare time, you can find me outdoors—hiking, kayaking, and attending live music concerts—or, in non-COVID times, travelling.