With more than ten years of experience in audit and advisory roles, I work with owner-managed businesses, not-for-profit organizations and subsidiaries of multi-national businesses. My industry experience includes not-for-profit, professional services, retail and distribution, as well as financial services. I began my career with a multi-national CPA firm and moved to SB Partners to focus on helping owner-managed businesses and not-for-profit organizations.
My Credentials
- University of Toronto, B. Comm – 2006
- CPA Ontario, CPA, CA – 2009
My Specialties
- Assurance
- Advisory Services
- Tax Compliance
- Corporate Structures
- Estates and Trusts
- Corporate Re-organizations
- Owner-Manager Remuneration
My Focus
- Manufacturing and Distribution
- Retail and Hospitality
- Start-ups and Emerging Companies
- Professional services
- Not-for-profit
What I Enjoy
I enjoy spending time with my family, and watching and playing baseball. I am an avid baseball fan. I am interested in history and aviation, and volunteer at a not-for-profit dedicated to the preservation of Canadian history. I am also a part-time practice inspector with CPA Ontario.
