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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

Registered Retirements Savings Plans (RRSP) were introduced in 1957 by the government as an alternative vehicle Canadians could use to save for retirement. Essentially it is an account that is to be used as a long-term savings plan, with the “registered” designation implying that the CRA treats funds that are deposited or “contributed” to an … Continued
SB Partners Admin on January 12, 2021 in Tax