Playing a role in my clients' success is what drives me as a preferred business advisor on Prince Edward Island. For over 30 years, I've been helping businesses and organizations grow. I advise on financial, tax, and business advisory issues for a range of companies from a variety of industries, including agriculture, fishing, manufacturing, insurance, construction professional services, property management, and government entities.
Throughout my career I’ve provided acquisition, divestiture, and financial advisory services to many of PEI's leading companies and organizations, and developed significant expertise in succession planning, having assisted a number of very successful businesses as they transition from generation to generation.
I believe in continuous learning and professional development. In 2014, I earned the Family Enterprise Advisory (FEA) designation after completing a rigorous program administered by the Institute of Family Enterprise Advisors.
Giving back to my community is important to me, which is why I'm involved with the local rotary club, chamber of commerce, and other community groups. I've been the past president of the Summerside Chamber of commerce, Prince County Family Services Bureau, and the Summerside Rotary Club (as well as treasurer). Outside of work, you can find me enjoying PEI's beautiful summers by golfing, biking, and camping.
