My primary focus is the audit of pension plans, health and welfare plans, and employee life and health trusts (ELHTs). I’m delighted to lead the National Pension and Employee Benefits Plan practice for Grant Thornton in Canada. Additionally, I provide assurance and business advisory services to a wide range of organizations, such as privately held owner operated corporations (in manufacturing, distribution and professional services), as well as not for profit organizations (charities and associations). I assist clients with financial reporting and taxation advisory services, including assistance with bookkeeping and accounting support, disclosure issues, and changes in accounting guidelines, compliance and tax filings. I bring over 28 years’ experience in public practice to the benefit of my clients.
I’m the Firm’s representative in communications with the Financial Services Commission of Ontario (FSCO), and am also a member of both the charities and not for profit team and the Southern Ontario privately held business group.
Outside of work, I focus on breeding and showing percheron draft horses, and act as a volunteer to not for profit associations.