I work with privately held businesses and their owners across a range of accounting, tax and financial advisory needs. With over 20 years in public accounting, my main focus has been supporting the real estate sector, where I provide practical, results-driven advice tailored to each client's circumstances and long-term goals.
My experience includes Canada Revenue Agency audits, tax planning, financing and strategic planning. I work with real estate owners, investors and businesses on tax, financing and structuring matters, helping them navigate the complexities of growing and managing their operations and investments.
I advise high-net-worth individuals and families on Canadian tax planning, asset structuring and wealth preservation, helping them navigate complex financial decisions while protecting their interests. By taking the time to understand each client's priorities, I can simplify complex matters and provide clear, actionable advice that supports informed decision-making.
I also work with newcomers to Canada, helping them understand the Canadian tax and regulatory landscape and establish themselves financially in their new home. Before joining Doane Grant Thornton, I was a Partner at another public accounting firm, where I spent nearly two decades working with business owners across a range of accounting, tax, and advisory needs. Having worked in both client service and business development roles throughout my career, I bring a broad perspective to advising clients on both financial and strategic challenges.
Beyond my client work, I’m committed to giving back to the community and supporting initiatives that create opportunities for young people. I also enjoy building meaningful relationships within the business community and helping foster a collaborative and engaging workplace culture.