My top priority as an assurance and advisory professional is to help my clients protect and grow value. With many years of experience advising owner-managed businesses, I enjoy working with large, private companies and groups of companies.
A great deal of my experience has been focused on dynamic and diverse sectors such as contracting, real estate, and professional and hospitality services. I value taking the time to thoroughly understand my clients’ business, so that I can effectively assist and advise them on growth, financial cash flow management, banking and internal accounting systems and processes. Their success is truly my success.
Doing business in the U.S. is an issue for many of my clients. Over the years I’ve made it a point to build my experience and knowledge around U.S. reporting and business operations, and I regularly draw on my in-depth tax training to assist organizations with their tax planning needs.
I’m an active leader and presenter with organizations that support owner-managed businesses, and a guest advisor with Business Link Edmonton, treasurer/secretary with Edmonton Region Immigrant Employment Council, and a member of the Canadian Tax Foundation.