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Hello

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.

More About Me

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

My Credentials

  • University of Toronto, B. Comm – 2006
  • CPA Ontario, CPA, CA – 2009

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 preservation of Canadian history. I am also a part time practice inspector with CPA Ontario.

Latest Insight

Expense this, deduct that Investing in real estate is a great addition to investment portfolios. Whether you hold property waiting for the value to increase, or utilize it for rental income, investing in real estate has been a popular choice for many. As tax season approaches, here is a look at how real estate investments … Continued
SB Partners Admin on January 23, 2021 in Tax