Through overseeing the US personal tax practice for Atlantic Canada, I help clients navigate the complexities of Canadian and US cross-border tax, including annual compliance, sales of US property, estate planning, and the process of renunciation. Assisting our clients with their cross-border moves has also become a major focus, including implications surrounding both Canadian and US residency for tax purposes, and managing assets across countries.
I qualified as a Canadian Chartered Professional Accountant after graduating from Saint Mary’s University where I earned my Bachelor of Commerce with a double major in Accounting and Human Resource Management and Industrials Relations, and a minor in Psychology. I also completed CPA Canada’s In-Depth tax program which provides me with a unique insight regarding taxpayers’ US tax situations with a Canadian perspective.
In my spare time, I enjoy being outside with my two young children, reading, and playing the piano.
