I help clients navigate complex cross-border personal tax issues by ensuring US tax compliance while delivering thoughtful personal, estate, and structural planning solutions. Drawing on my in-depth knowledge of cross-border taxation and tax efficiencies, I work closely with individuals subject to US personal tax obligations to ensure they take full advantage of available exemptions and planning opportunities.
Well-connected within both the business community and my firm, I take a holistic, client-centered approach to every engagement. I regularly collaborate with colleagues across disciplines to address specific client needs and deliver integrated solutions. As Leader of the Cross-Border Personal Tax Team for the Atlantic region, I’m exposed to a wide range of US–Canada cross-border tax scenarios, allowing me to continually refine and apply efficient strategies. Each year, I help approximately 1,500 US individuals minimize unexpected tax consequences—whether they’re dealing with dual residency or citizenship, managing compliance in multiple jurisdictions, or structuring cross-border business activities.
With more than 23 years of professional experience, building strong, trusted client relationships has always been my top priority. That starts with taking the time to understand my clients’ teams, businesses, and family dynamics, and being consistently accessible—whether for strategic tax planning or more personal conversations. By truly knowing my clients, we can plan proactively, protect their interests, and avoid costly issues down the road.
Beyond my client work, I’m Chair of the American Chamber of Commerce Atlantic Chapter, where I help businesses succeed in international trade. I’m also committed to advancing the profession by presenting and lecturing on US–Canada tax matters across the country and mentoring younger colleagues in my day-to-day work.
Outside of the office, I’m passionate about hockey and community involvement. I previously served as President of the Bedford Minor Hockey Association and as Regional Director for the Halifax East Region with Hockey Nova Scotia.