Sharing genuine interest in my clients’ businesses and industries allows me to help them reach their goals. Whether dealing with regular compliance-based accounting and tax matters, transactions, or succession planning, in my advisory role, I help owners see the full potential of their business. I enjoy getting an in-depth understanding of business operations and management style. This knowledge enables me to reveal hidden opportunities and help clients reallocate their resources towards growth. Understanding my clients’ circumstances is also key in succession planning, whether it’s passing the business to the next generation, bringing in a new key management person, or selling the business.
As a Partner in Assurance based in our Halifax office, I specialize in assisting small and medium-sized businesses in the construction, manufacturing, forestry, trucking, real estate, professional and medical sectors. With more than 16 years of professional experience and a solid understanding of the local business community, I can foresee the best possible scenario for my clients and find the best solutions for clients of my colleagues. In both cases, I practice a team-based approach and bring in relevant subject matter experts to address business-specific concerns.
Within the community, I’m a board member of the Mayflower Curling Club and member of the steering committee responsible for the development of a new start-of-the-art facility. Professionally, I’m a member of the Canadian Tax Foundation.
Outside of the office, I’m a competitive curler. In the summer, you can find me boating or playing golf.