I help clients comply with tax requirements related to succession and estate planning, as well as mergers and acquisitions. Drawing on my deep expertise in domestic income tax, I advise privately held and family-owned businesses working in agriculture, distribution, and professional services.
With over 30 years of practical experience, I focus on understanding my clients’ needs and aspirations. By understanding their current business situation and how they see their future, I can develop practical, forward-looking solutions. In close collaboration with our advisory and assurance teams, I bring in respective experts to address business valuation or transaction-related intricacies.
Exploring opportunities to enhance my expertise, I served a term as the National Leader for the Firm’s Professional Services Group and was also the Lead Relationship Partner for many of our most complex private business and high-net-worth clients. Those and other internal roles helped me understand the full suite of our services, as well as build strong relationships with colleagues across Canada.
Staying connected to professional educational institutions is important to me as a designated CPA. In the past, I've lectured at the Atlantic School of Chartered Accountants and CPA Canada's Income Tax for the General Practitioner course and spoke on income tax at CPA Canada's National Conference.
I enjoy various sports like pickleball and golf as well as general exercise to stay active. I love to travel across Canada, the United States, and Europe. My favorite way to spend time is with family and friends at our little piece of paradise on the ocean at the Northumberland shore of Nova Scotia.
