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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

On December 13, the government unveiled the final version of the new legislation regarding Tax on Split Income (TOSI) rules effective January 1, 2018. Overall, the legislation proposals extend the tax on split income (“TOSI”) to individuals aged 18 and over (specified adult individuals) as they suggested in the July 2017 proposals.  The intention of … Continued
Lisa Garland on December 15, 2017 in Tax

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.