
PERSONAL COMMENT
I have been a principal in this firm and its predecessors for almost 45 years. I have enjoyed servicing our many clients all these years and I cannot express the satisfaction that I get from all of these wonderful relationships. The work was challenging, varied and fulfilling. I wouldn’t do it any differently.
PROFESSIONAL CERTIFICATION
Inducted Fellow of the Chartered Professional Accountants of Ontario in 2018
Received CPA, CA Designation in 1978
Received CFP Designation in 1997 (Retired in 2022)
Graduate of University of Waterloo in 1977
Bachelor of Mathematical Science
CPA In-Depth Tax Course
CPA In-Depth Tax Course – GST
CPA In-Depth Tax Course – U.S. Tax
CPA In-Depth Tax Course – International Tax
CPA In-Depth Tax Course – Corporate Reorganization
AREAS OF EXPERTISE
Taxation, corporate reorganization, cross-border tax planning, international tax
PROFESSIONAL ACTIVITIES/INVOLVEMENT/MEMBERSHIPS
PUBLICATIONS
Lecturer, Law Society Bar Admissions Course – Family Law Section
Contributor of articles to Western Ontario Business and London Free Press
Lecturer for Business Development Bank on taxation
Lecturer at Fanshawe College, London, Ontario