I help private business and family-owned businesses proactively address their tax planning and compliance needs, particularly around succession and estate planning. Guided by professional curiosity, I take the time to understand each client’s goals, business, and industry. Whether spending a day on a farm, walking on the manufacturing floor, or visiting a construction site, I immerse myself in my clients' world to deliver relevant, actionable advice.
With more than 20 years of experience and a Trust and Estate Practitioner designation (TEP), I’ve developed deep expertise across sectors including agriculture, especially potato and dairy farming, real estate and construction, manufacturing, retail, and consumer business. In addition to advising entrepreneurs, I’ve been active in advocacy work on corporate income tax rules that affect private business owners.
Beyond my client work, I’m committed to community leadership. I serve on the board of the Queen Elizabeth Hospital Foundation, contributing to its finance and investment and strategy committees. As a Chair of CPA Prince Edward Island, I help guide governance and strategic direction to strengthen our profession in the province. For my strategic insight, community focus, and championing women in business, I was recently recognized as one of Canada’s Top 100 Most Powerful Women by Women's Executive Network (WXN).
Outside the office, you’ll often find me cheering at UPEI basketball games or on the golf course.
