As an assurance and business advisor, I work with private and public companies to protect and grow value. I bring more than 25 years of experience to domestic and multinational clients across many different industries, including companies with the added complexity of U.S. reporting requirements.
In the financial services sector, I’ve gained particular expertise in mutual funds, dealer/brokers, OSC-registered advisors, loan origination, servicing and securitization entities, and trusts and credit unions. I’ve also helped clients with the public issue of securities in Canada, reorganizations, financings and due diligence assignments.
Outside of the office I’m a fan of pro sports teams - and a super-fan of the New England Patriots. As a former marathon runner, I stay active by working out every day, which also helps to alleviate any stress from the occasional round of golf.