Understanding my clients’ objectives is crucial in providing them with tax-efficient solutions that meet their needs and the needs of their business. For me, it’s fulfilling to help our clients and their businesses thrive.
With 20 years of experience in domestic tax, I assist clients in navigating the complexities of buying and selling businesses, transitioning their family-owned businesses to the next generation, and succession and estate planning. As a Partner in the Victoria, BC office, my primary focus is to provide advisory and tax planning to our clients.
I’m fortunate to not only draw on my experiences in developing strategies and solutions for our clients but also leverage the knowledge of the many amazing practitioners that I work with to find the best solution.
I’m a member of the of the Chartered Professional Accountants of British Columbia, the Society of Trust and Estate Practitioners Canada , the Canadian Tax Foundation, and our national estate and succession team. I’ve also been a member of the Canadian Association of Family Enterprises and the Canadian Association of Gift Planners (CAGP). Fun fact: I presented in a bustle to CAGP at one time!
I’ve also presented at the BC Tax Conference for the Canadian Tax Foundation and to third party accountants on a wide variety of topics that impact privately held businesses. Additionally, I’ve spent several years tutoring in-depth tax issues for the owner-managed business.
Outside of work, I enjoy hiking, skiing, a good book, and traveling with friends and family.