Focusing on relationship building, I help my clients manage their wealth by introducing efficient strategies that are right for their business. Meeting clients in person for a conversation helps me to see beyond a transaction and get to the heart of the issues that stand in the way of my clients achieving their business and personal goals.
As an Assurance Partner based in our Moncton office, I bring local market insight and the best professional expertise to address client specific needs. With more than 25 years of professional experience, I assist small- to mid-sized private businesses operating in retail, construction, real estate, and professional services with their succession, estate, and tax planning. I also have extensive experience helping families who have accumulated significant wealth through operating success and/or the sale of their business manage complicated tax, cash flow and other financial and business opportunities. I also have extensive experience working with not-for-profit organizations. I also share my experience with colleagues by leading internal training sessions, helping my team develop their business advisory skill set or just providing a second opinion.
In support of my community, I provide financial oversight and professional advice as a board member for Community of Hope, which is working to combat human trafficking in New Brunswick.
I love spending time with my wife and three adult children at our cottage where I’m keeping busy with a various ongoing landscaping and building projects and watching the tide come and go. When I’m not at our home away from home or checking in with my clients, you’ll likely find me hitting the gym or playing a round of golf.