As a family enterprise advisor and Tax Leader for Nova Scotia, I help business owners with succession planning, estate planning, acquisitions, governance systems, and conflict management. I bring optimal tax planning solutions to support my clients’ business and personal goals.
With broad experience working with family-owned businesses, my goal is to balance family dynamics with what’s important for the business. Encompassing the everchanging business environment, family goals, and clear communication my clients see the value in my recommendations and feel empowered to action them.
I enjoy sharing best practices with younger colleagues and I’m always open to bounce ideas or provide a second opinion—and encourage my colleagues to do the same.
Giving back to the profession, I've published papers through the Canadian Tax Foundation and presented on several tax topics for colleagues and clients in our community. Personally, I enjoy golfing, traveling, and spending time with my young family and being involved in their many activities.
