Taxes are the "rent" we pay for living and working in Canada. Although taxes are essential to fund the government services that greatly contribute to the quality of life we enjoy, paying too much tax can deplete our wealth. Whether at the corporate or personal level, sound tax planning can ensure the taxes we pay are minimized thereby enhancing wealth preservation.

With many years of experience servicing owner/managed businesses (in both assurance and tax), estates/trusts and individuals, as well as advanced income tax training, I have developed the expertise to provide sound tax advice. Whether the planning involves a major financial or business decision or annual tax planning, I will work with you directly to develop a tax plan that best suits your (or your client's) needs.

Experience

• 1982 - Commenced work in public accounting as a co-op student, continuing on a full time basis after graduation, providing assurance services to owner-managed businesses until 1997,
• 1997 - Shifted focus from assurance to income tax and have exclusively provided tax services to owner-managed businesses, estates/trusts and individuals since 1997.

Education

• 1980 to 1984 - Bachelor of Business Administration, Wilfrid Laurier University,
• 1986 - Chartered Accountant Designation,Institute of Chartered Accountants of Ontario,
• 1997 to 2000 - In-depth Tax Course (Levels I, II and III), Canadian Institute of Chartered Accountants,
• 2001 - Tax Planning for the Owner-Manager, Canadian Tax Foundation,
• 2003 - Advanced Tax Issues for the Owner-Managed Business, Canadian Institute of Chartered Accountants,
• 2009 - Corporate Reorganizations, Canadian Institute of Chartered Accountants.