I help privately held businesses navigate succession planning, tax planning, and other advisory matters. By prioritizing relationship-building, I take pride in being a trusted advisor and primary point of contact, providing practical guidance and connecting clients with the right resources to help them achieve their goals.
Throughout my over 20-year career, I’ve worked closely with small- and medium-sized businesses across a variety of industries, including management of holding companies, professional services, real estate and construction, and retail. I believe the best advice comes from understanding how a business truly operates, which is why I take a hands-on approach and invest time in getting to know my clients, their teams, and their day-to-day challenges.
My experience includes specialized work in indirect tax and HST, as well as advising business owners through periods of growth, transition, and change. Clients know me for being accessible, responsive, and committed to finding solutions, whether through my own expertise or by connecting them with the right specialists when needed.
Outside of work, I enjoy staying active, travelling, and spending time with family and friends. Giving back to the community is something I value, and I’m proud to have served as the Treasurer for various boards of directors in the past.