Solving problems for my clients is what I’m most passionate about. By understanding their needs and objectives, I create tax strategies and solutions that allow for tax minimization while simultaneously meeting their current and long-term goals. As a Senior Tax Manager, I specialize in succession and estate planning, providing tax advisory services in post-mortem planning, estate planning, cross-border transactions, estate freezes, and other corporate tax reorganizations. With over 10 years of tax experience, I provide tax advisory and compliance services to high-net-worth individuals and Canadian Controlled Private Corporations.
I’m a member of the Chartered Professional Accountants of Ontario, Canadian Tax Foundation and the Mississauga Estate Planning Council. Currently, I’m also pursuing my Trust and Estate Practitioner’s designation.
I’m often called upon to speak at the Canadian Tax Foundation Young Practitioner’s webinars and during in-person meetings and have recently moderated at the Canadian Tax Foundation Ontario Tax Conference. Topics I present include estate planning, post-mortem planning, corporation reorganizations, donation planning, and trusts. I also enjoy collaborating with major financial institutions to present on various tax topics to their clients.
Outside of the office, I like to spend time with friends and family (usually eating!) and expanding my horizons by traveling to different parts of the world.