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Hello

The services of a Chartered Professional Accountant go well beyond accounting and taxation issues. I work strategically with clients, helping them to achieve a comprehensive understanding of their financial affairs, then guide them through the maze. I take great pride in simplifying complex business issues for clients, allowing and empowering them to make informed and strategic decisions for themselves and their business.

More About Me

My Specialties

  • Assurance
  • Business Advisory
  • Taxation
  • Corporate Finance
  • Wealth Management

My Focus

  • Manufacturing and Distribution
  • Transportation and Logistics
  • Auto Dealerships
  • Construction and Real Estate

My Credentials

  • CPA Ontario, CPA, CA – 1981
  • Canadian Tax Foundation
  • McMaster University, Bachelor of Commerce – 1978

What I Enjoy

My family means the world to me, and there’s nothing I love more than spending time with them. We have been spending summer vacations in Muskoka and Collingwood for many years. All of us look forward to getting out on the water and boating around the lakes. I also take great pleasure in many athletic activities, but am particularly fond of skiing, hockey and golf.

Latest Insight

Sell or keep it?  That’s a key decision of business owners and largely dependent on whether there are  family members who have demonstrated interest and /or been groomed to take over. If you are looking to transition your business to family, a business valuation will typically be used to assist in completing an estate freeze … Continued
Ian Lobo on September 17, 2018 in Business Valuations

In the Community

Reflecting on SB Partners’ ongoing commitment to community involvement, I contribute my time and advisory skills to community projects and often attend charitable functions. Currently, I serve on the Board of the Hamilton Bulldogs Foundation, because I think it’s a great program that promotes education and physical health among youth in Hamilton and Halton. As a board member, I assist with events and coordinating fundraising campaigns.

My community involvement also extends to volunteer work that is more closely related to my professional career. I am a member of the Independent Accountants Financial Group, and volunteer on their board as well. The group is an association of independent accounting firms that collaborate by sharing resources and expertise. It was a great honour to be recognized with I.A.F.G.’s Leadership Award in 2008.

Testimonial

“Our evolution to a national transportation and logistics group has provided many challenges.  Over the last 10 years, the SB Partners team has contributed to our success by offering creative financial and business advice along the way.  In particular, we have noted the development of specialty services involving business valuation and taxation planning that have resulted in direct benefits to our group.”