Bio

I am, first and foremost, a Canadian Chartered Professional Accountant (a Chartered Accountant before the accounting organizations merged).  Additionally, I am a Certified Public Accountant (U.S.) and a member of the Society of Trust and Estate Practitioners.

I started my career in 2007, working with a local mid-sized firm at the time (Lohn Caulder LLP). In 2010 I switched to a larger firm (Wolrige Mahon LLP, now Baker Tilly), joining their tax group, where I worked until 2016. In addition to the usual stuff that accountants do (personal tax returns, corporate financial statements etc.), I had specialized in Canadian family income tax planning, estate planning and estate administration, US tax filing, and structuring/re-structuring in relation to business purchase and sale transactions. I started my solo practice in 2017.

I was born and raised in White Rock; I’d been living in Vancouver from 2007 to 2022 and since then I’ve been living in Coquitlam.

Education

1.    Bachelor of Commerce, Thompson Rivers University

2.   Canadian Institute of Chartered Accountants (CICA) In-Depth Tax Course

3.   Diploma, Society of Trust and Estate Practitioners, Canada

Professional affiliations

1.    Chartered Accountant (CA), CPABC and CPA Canada

2.   Certified Public Accountant (CPA), Illinois, USA

3.   TEP, Society of Trust and Estate Practitioners, Canada