I provide advice on Canadian income tax matters and work with private businesses and their shareholders on tax planning and strategy, as well as succession and estate planning. Through building strategic relationships with local accounting firms, I also provide training and support when their clients have more complex tax needs.
With almost 30 years as a tax professional, I advise clients of various sizes across a wide range of industries. Using a holistic approach with clients, I’m passionate about developing strong relationships based on trust, which allows me to fully understand their values and goals. I help clients work through some of the most important decisions in their life—it’s a privilege to help guide them towards the right path.
Throughout my career, I’ve always placed a high value on knowledge sharing and continuous learning and development. I’ve written and taught continuing education courses for the Chartered Professional Accountant Institutes in Alberta and BC and have spoken on tax and business matters for many organizations, including the Canadian Tax Foundation, the National Judicial Institute, Video Tax News, and several others. I previously sat on the Tax Professional Development Committee for the Chartered Professional Accountants of BC and was a Content Advisor in the area of Trusts for CPA Canada’s Professional Learning and Development Committee.
Outside of work, I give back to my community through sharing my time and expertise with various local organizations. I chair the Finance Committee and sit on the Executive Committee, and the Risk and Audit Committee at Camosun College. I’m also the Treasurer at Athletics Victoria Track and Field Society, a volunteer-led organization providing competitive opportunities to athletes of all ages, stages, and abilities. My past appointments include being on the boards of the Lester B. Pearson United World College of the Pacific and the Mount Saint Mary Hospital Foundation.
Family is my priority—there’s nothing I enjoy more than outdoor adventures and camping with my wife and kids.
