As a Senior Manager in Grant Thornton’s transfer pricing team in Western Canada (based in Calgary), I have over 10 years of experience in the field both in Canada and the United States.
My key areas of expertise include the transfer pricing of intercompany loans and hybrid instruments and valuation of intellectual property for tax purposes. I am also involved in the valuation of complex financial securities, including convertible loans, warrants and equity-linked instruments for financial reporting, strategic business planning and tax purposes.
I have also participated in primary and secondary research to provide litigation support for transfer pricing cases at the Tax Court of Canada.
Prior to transfer pricing, I advised bulge bracket banks and hedge funds on investment due diligence for structured finance products.