As a Principal in the Calgary assurance group, with 25 years of experience in this space, I’m responsible for client services—more specifically, supporting our privately-held business clients with all their accounting, tax, and advisory needs.
While I continue to work with clients across a diverse range of industries—today, I have a strong focus on supporting professional corporations and high-net-worth clients.
Whether I’m working with corporate or individual clients, I always embrace a holistic mindset—because when you see the big picture, it becomes easier to enhance tax efficiency and identify pertinent management and accounting issues before they become pressing challenges.
Outside of work, I am on the Board of Lean In Calgary, in the role of Co-Head of Circles. In my spare moments, I enjoy walking, hiking, practicing yoga, camping, reading, cooking and cross-stitch.