As a partner in Grant Thornton’s Domestic Tax practice and leader of our Southern Ontario Succession and Estate Planning team, I work closely with business owners and their families to provide innovative and effective tax strategies to meet their goals.
I have over 15 years of tax and accounting experience allowing me to provide clients with practical advice on a broad range of Canadian tax compliance matters and tax planning solutions including estate planning, post-mortem planning, corporate reorganizations, purchase/sale transactions, remuneration planning, personal and corporate tax compliance, tax advisory regarding the use of family trusts and tax compliance for deemed resident trusts.
When I’m not in the office I enjoy giving back to my community through my positions of Chair of the Finance Committee for Wellwood Resource Centre (former Treasurer) and member of the Estate Planners’ Council of Hamilton’s executive team. In my leisure time, I also enjoy playing golf and travelling throughout Canada with my family and friends.
