Over my 29-year career as a tax professional, I’ve worked with leading advisory firms including, of course, Grant Thornton. As a partner with the firm, I’m delighted to assist both high-net-worth and corporate clients with their tax planning, as well as their succession and estate planning. By listening carefully and treating my clients as my friends, I focus on uncovering their underlying needs so I can help them minimize their taxes, protect their wealth and leave a lasting legacy after the sale of their business.
I enjoy working with private companies across a wide range of industries, including manufacturing, financial and professional services, energy and natural resources, and construction, real estate and hospitality. I also work closely with our corporate finance and valuations teams to help clients prepare their businesses for sale, identify the optimal buyers and maximize their value.
Along with my hands-on experience, I have completed both the CICA In-Depth Tax course and the CICA Advanced Tax Issues for Owner Managed Businesses course. I mentor the younger generation at Grant Thornton and was an instructor of the Corporate Income Tax Course at Georgian College in Ontario.
I’m also pleased to volunteer my services on behalf of important causes in the community. In the past, I was a board member and member of the board executive of the Orillia Soldiers Memorial Hospital Foundation and I also partnered with a charitable land trust to help preserve environmentally sensitive land.
My other passions include running, traveling, visiting wineries and generally enjoying the friendship and laughter of great people. As well, I just moved to Vancouver and am really enjoying running along the sea wall.