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Joined GGFL 2017
Became a Partner 2017
Finances and effective tax planning for growing and successful business owners can become quite complex. My role is to help my clients thoroughly understand the strategies available to them so that they can achieve their business and personal financial goals.
My clients come from a range of business sectors including retail, real estate and distribution. My experience as a Chartered Business Valuator helps me identify the value drivers for their business so they can move forward knowing how to effectively add growth and value to the bottom line. As part of my work, I regularly advise on mergers & acquisitions, restructuring, succession planning and cross-border operations. My practice also includes working with investment family holding companies and advising on transitioning family wealth and estate planning.
I grew up in an entrepreneurial family and have always been involved in small and mid-sized companies as an advisor, and as an owner. My career in public accounting began as a co-op student during university and includes leading growth as a partner in a local firm, before merging with one of the international firms. Outside of work, I can be found at the curling rink, snowmobiling, kayaking or rolling up my sleeves to take on home and property improvement projects. In addition, I am very pleased to serve on several Boards of Directors, including Almonte General Hospital.
Community Involvement
Director on the Allied Board for Almonte General Hospital and Carleton Place and District Memorial Hospital
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