Working with clients to understand their business and the challenges they face allows me to uncover opportunities for growth and success. As a Partner in our St. John’s office, I leverage over 10 years of experience to provide assurance and advisory services to a wide range of privately-held businesses, public sector organizations, not-for-profit organizations, and public companies.
Over the years, I’ve been the direct lead on many large engagements, including audits, reviews, compilations, and complex advisory engagements—from the planning and scoping stage, to the conclusion and delivery stage. Specifically, I focus on their potential for growth (through acquisition or otherwise), succession planning, and overlooked opportunities for maximizing stakeholder value. Through this work, I’ve gained valuable experience in project management, project improvement, operational excellence, performance management, change management and governance.
As a designated Family Enterprise Advisor (FEA), I work with family-owned businesses to overcome their unique challenges while identifying opportunities. Family businesses require an empathetic approach balanced with a deep understanding of their complexities and aspirations. It is incredibly rewarding to help my clients flourish through generational legacy.
I have significant experience in the areas of business plan development and financing analysis. This includes the preparation of a wide array of financial forecasts and business plans to support clients through business transactions and future-oriented decision making. Using my extensive analytical skills, I help my clients understand complex information and make strategic decisions.
As part of my commitment to the profession, I’ve also taken an active role in preparing for and delivering presentations to a wide array of audiences, including executive leadership, board of directors, committees, and associations. I’m a Director of the provincial chapter of the CPA and on the board for The Boys and Girls Club of St. John’s. In the past, I’ve been a director of the Atlantic MS Society, YMCA, and Newfoundland chapter of the Canadian Cancer Society.
