Before I joined SB Partners, I was a sole proprietor for seven years. That experience helped me develop a highly personal approach to business. Clients want to know who they will be working with and I begin every client relationship by getting to know the client, their business and their unique needs, then seek out the best possible solution to any issue, problem or challenge.
Personal Tax Planning
Owner Manager Tax Planning
TEP (Trust and Estate Practitioner) – 2006
FPSC, Certified Financial Planner – 1997
In-depth Tax Course Accreditation – 1993
CPA Ontario, CPA, CA – 1990
Wilfrid Laurier University, Honours Bachelor of Business Administration – 1987
When I’m not working with clients at SB Partners, I enjoy spending time with my two children, both of whom are currently attending university. I also love golfing, skiing and curling.