hero banner

Succession and estate planning can be overwhelming for clients during what is often an emotional time. Helping them navigate the complexities with a clear understanding as well as supporting the administration of the estates of their loved ones is what I’m passionate about. As a Senior Manager in domestic tax, I specialize in estate and succession planning, corporate restructuring and personal, corporate, trust, and estate compliance in our Victoria, BC office.  

I’m a member of the Chartered Professional Accountants of British Columbia and have completed the CPA Canada In-Depth Tax program. I currently facilitate level 1 of the In-Depth Tax program and am in the process of completing the STEP Canada Trust and Estate Planning designation. Setting new CPA students up for success is important to me which is why I also mentor them as they work towards their CPA designations. 

Supporting my community is another area I care deeply about. I’m the Treasurer on the board of directors for the Lady Minto Hospital Foundation, the primary hospital in BC’s southern Gulf Islands. The foundation supports not only the purchase of new hospital equipment and support for staff but is also currently funding the redevelopment of the hospital’s emergency room and building new staff housing.

As a full-time resident of Salt Spring Island, I enjoy exploring the BC Gulf Island food and wine scene and walking with my dog in the woods. 

Read more
Meet our People