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Hello

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.

More About Me

My Specialties

Estate Planning
Cross-border (Immigration/Emigration)
Trusts
Personal Tax Planning
Owner Manager Tax Planning
CRA Appeals

My Credentials

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

What I Enjoy

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.

Latest Insight

Skyrocketing housing prices in the GTA and Vancouver have been all over the news with record-setting sales difficult to ignore.  Over the years, the government has tried a few different strategies to try and calm the market but to no avail. Last week the federal government tried again. Currently, when a person sells their principal … Continued
Lisa Garland on October 11, 2016 in Income Tax Advice

In the Community

I’m affiliated with a number of organizations and professional associations. I’ve been a Board Member for the Home Suite Hope initiative since 2015, and am a member of the Estate Planners Council of Halton, the Canadian Tax Foundation, and the Society of Trust and Estate Practitioners.