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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

The COVID-19 pandemic has taken the world by storm since it was first discovered in late 2019, affecting virtually all strata of human endeavors. Business owners, business advisors, and other business stakeholders were not left out of the onslaught. It has become more difficult to follow through with budget planning due to the many uncertainties. … Continued
SB Partners Admin on May 27, 2021 in Advice for Business Owners