Supporting our clients through life changing events in their businesses—in their preferred language of either French or English—is how I enjoy making a difference every day. Whether it’s succession planning, an acquisition, or a sale that provides the best scenario going forward, I ask many questions to get to the root cause of the transition and their desired outcomes. Bringing a strategic perspective, I make sure my clients not only achieve their goals but get well-rounded advice that covers all angles.
As a Principal in Advisory based in our Fredericton office, I bring business owners a fresh perspective to help them unlock the true potential of their business. I have extensive expertise in valuations, debt advisory, merger and acquisitions, and financial modeling. Working with a wide range of clients, I also provide advisory services in budget and planning, decision-making tools, and the creation, implementation and monitoring of performance measures. With over 14 years of professional experience, I fully grasp the magnitude of advisory work and base my recommendations on data and clients’ best interests.
Giving back to the community is also important to me, which is why I’ve been involved with multiple boards over the past 10 years. Currently, I’m the Treasurer for Partners for Youth, which offers programming to at risk youth. I’m also a member of the Golf NB subcommittee for scholarship funds, where I help assess scholarship applications and provide advice to students pursuing golf and higher education. As part of the United way, I’m also a regular participant in many of their initiatives in my region.
Outside of the office, you can find me enjoying the outdoors with my wife Liz and our three daughters. Golf remains a large part of my life as well, so during the season you can find me competing across North America.