As a partner in the Kelowna office and Tax Service Line Leader for the Interior British Columbia Business Unit, my focus is primarily on domestic income tax matters for clients in the Interior of BC, particularly privately held businesses.
I have more than 20 years of experience in taxation, with expertise developing tax minimization strategies in compliance, corporate reorganizations, estates, business and wealth succession planning, tax planning for mergers and acquisitions and matrimonial divisions of property.
I enjoy bringing a collaborative approach to tax planning and am able to exercise this skill as the Treasurer for the Okanagan Collaborative Family Law Group. I also believe in supporting privately-held businesses and have presented on a wide variety of tax-related topics to help this integral segment of the economy.
For fun, I love spending time with my family and friends, supporting my kids with their sports and other activities, playing cards, gardening and cooking.