Taking a collaborative, owner-first approach, I enjoy partnering with clients to bring clarity, reduce risk, and support them in making confident, well-informed decisions. Whether it’s building tax-efficient structures, navigating complex compliance requirements, or aligning financial strategy with business goals, I translate technical information into actionable insights. I’m most passionate about helping entrepreneurs turn financial information into strategy—so they can focus on running and growing their organizations.
With over 25 years of experience working with owner-managed companies across a broad spectrum of industries, I specialize in helping entrepreneurs minimize taxes and reinvest capital to grow their businesses and achieve their goals. For the past 15 years, I’ve focused exclusively on the unique needs of owner-managers—an experience that has deepened my understanding of their challenges and sharpened my ability to deliver practical, results-driven advice.
Outside the office, I stay active playing beer-league hockey and practicing Wing Chun kung fu—the martial art that Bruce Lee began his journey with. I also serve on the board of the Red Deer Dream Centre Society, a charity dedicated to helping men in Central Alberta recover from addiction. When I’m not working or volunteering, I enjoy gardening on my acreage and cheering on the Toronto Blue Jays.
