At SB Partners, I am highly skilled in crafting plans to meet clients’ business and personal needs, helping them gain confidence and achieve a sense of control in the face of pressing issues. Collaboration between a business owner and a trusted financial advisor can often polish an idea that might not have otherwise seen the light of day. I take pride in understanding my clients’ businesses so we can work together to identify key areas requiring focus and help propel them to greater success.
My Credentials
- CPA Ontario, CPA, CA – 2001
- University of Waterloo, Post
- Baccalaureate Diploma of Accounting – 1999
- University of Waterloo, Honours Bachelor of Mathematics – 1999
My Specialties
- Assurance
- Personal and Corporate Taxation
- Business Structuring and Related Tax Planning
My Focus
- Transportation and Logistics
- Construction and Real Estate
- Manufacturing and Distribution
- Start-ups and Emerging Companies
- Professional services
What I Enjoy
I love spending time with my family, travelling, and trying new restaurants. I also consider myself an amateur mixologist.
In the Community
Not everyone associates taxes and accounting with volunteerism and community service, but at SB Partners that connection is strong. When I joined the firm as a co-op student, they encouraged me to engage in community service and development. One of the most meaningful ways that I choose to contribute is by giving presentations aimed at helping seniors and people with disabilities take full advantage of the benefits of various tax credits available to them. That knowledge can be life-changing, especially for people who need every dollar to make ends meet.
At SB Partners, I organized a seminar series that educated young business people who will be taking on senior management or executive positions in either private or family-owned companies. The idea is to give them a solid foundation in business, financial, human resources and risk management.
I also served a four-year term as one of two inaugural citizen members of the City of Burlington Audit Committee. My involvement with that Committee has given me a greater appreciation of the ‘behind the scenes’ work required to maintain our incredible community.
SB Partners is an excellent choice for small business owners. As the founder of new management consulting firm, Altissima Inc., I was referred to Michael Kee of SB Partners for an initial consultation. Mike’s advice was straightforward, pragmatic and covered all the tax essentials. My firm is off to a good start with an organized set of financial practices. And, I have the security of knowing that SB Partners will work closely with me as I navigate a complex and exciting future!
