Working with clients at any stage of their business journey is gratifying for me—whether helping establish a start-up or develop a succession plan. With every client, I work to find solutions that best suits them and their unique needs. I understand that not every decision is based around tax, but a holistic business strategy.
As a Partner in our tax group, I’ve worked with privately held businesses and junior public and multi-national corporations as well as their shareholders in all aspects of tax planning and compliance. I’ve also worked with small- to medium-sized energy and service companies, the private sector (specifically in rate regulated entities), manufacturing, processing, and construction and real estate industries. Solving a wide range of problems for my clients, I focus on Canadian tax, foreign cross-border taxation, personal tax and estate planning, mergers and acquisitions, corporate structuring, and tax risk management.
My professional qualifications include membership in the Chartered Professional Accountants of Canada, CICA In-Depth Tax Course Part I, II and III, Foundations in International Tax Course CPA, and various leadership development programs.
Outside of work, I sit on the board of Storybook Theatre, one of Calgary’s longest-running family musical theatre company. In my spare time, I enjoy hiking in the mountains with my husband and dog and spending time with my family.