I believe strong relationships are the foundation of great advice. For more than 16 years, I've helped high-net-worth individuals and families navigate complex cross-border tax, trust, and estate planning matters between Canada and the United States. By taking the time to understand each client's goals and circumstances, I provide practical solutions that help my clients make informed decisions with confidence.
I specialize in helping clients manage issues related to cross-border mobility, international tax exposure, wealth preservation, and family succession planning. I also work with shareholders to implement corporate structures that align with their objectives while addressing Canadian and US tax considerations. One of the most rewarding aspects of my work is solving complex problems and earning the trust of clients and colleagues through thoughtful, personalized advice.
As a member of the Society of Trust and Estate Practitioners, I stay current on evolving tax and estate planning matters, and I also give back through providing webinars and technical training to colleagues and other professionals in the industry.
Outside of work, I enjoy travelling and spending time with my family, as well as experiences that reinforce the value of relationships and lifelong learning.