I help clients find effective tax planning solutions associated with Intergenerational transfers, M&A, corporate reorganizations, succession, and estate planning. Bilingual in French and English, I support family-owned businesses in their growth journey. It’s fulfilling to see my clients succeed and play a part in helping them achieve a whole new level of business.
In addition to being a past business owner leading my own practice for 11 years, I can speak my clients’ language, having been in their shoes before. Specializing in family-owned, small- to medium-sized businesses, I focus on establishing a connection built on trust not only with the business, but with the entire family. With a deep understanding of my client’s story, their pain points, and what causes their sleepless nights, I aim to not only meet them where they are, but see where they’re coming from. Getting on the same level allows me to develop tax efficient planning strategies tailored to their unique needs. For the client, this approach makes decision-making easier, while helping me bring the best value and feel a part of their success.
With a Bachelor’s Degree in Finance and Master’s Degree in Tax, I have an in-depth tax expertise that allows me to see beyond the numbers. Well-known in the community, I understand the business environment dynamics and practice a well-rounded approach.
A former hockey player, I’ve always been passionate about sports, which is why I started the University of Moncton Hockey Club, a non-profit organization. I also help minor to junior university hockey with financial support.
My out-of-office time belongs to my family. I enjoy playing golf with my wife and my 15-year-old son in the summer, while in winter, I love traveling with my son for his hockey games.
