The marketplace is full of good accountants, but “good” isn’t enough anymore. My goal is to provide you with proactive custom-tailored solutions that fit you and your business needs. Financial statements and tax returns are important, but you don’t get ahead looking in the rear-view mirror. In each meeting we have, I want to spend some of our time looking forward. Where is your business going? What’s keeping you up at night? How can we help you achieve your goals? These may sound like corny questions but if we are going to help you succeed, its these questions we need to try and answer.
I became a CA in 2001 and never stopped learning. In 2007 I obtained my FEA (Family Enterprise Advisor) designation. That program was designed to equip me with additional tools and knowledge to better assist family owned businesses and the families that own them through startup, growth, transition and all of the issues that come with being part of a business family. To supplement my work with all clients, I am in the process of becoming a Mindshop Accredited Advisor. The tools Mindshop teaches allow me to be a better advisor; helping my clients uncover and solve all kinds of business challenges including overall business strategy, sales growth, wastage, expansion, employment matters and so much more.
I like to work hard, play harder and give something back to my community. When I’m not in the office, you can find me spending time with my family, playing volleyball or cycling. I am currently a board member and the audit committee chair for the Edmonton Community Foundation and have served various board and committee roles for AIESEC Canada, Youth Empowerment Support Services (YESS), The Edmonton Grads Basketball Association and many more.
At various times in my life, someone reached down and lent me a hand. Part of my success will be measured by how many people I am able to lend a hand to, be it personal or business.
- Tax Planning (personal and corporate)
- Shareholder Agreements
- Succession/Transition Planning
- Life Insurance Analysis & Planning
- Investment Analysis
- Retirement & Estate Planning
- Strategic Planning
- Business Goals & Targets (KPIs)
- Business Growth Planning
- Healthcare Sector
- Conglomerates and corporate groups
- Restaurants & Retail
- Not-for Profit and Charities
- Oil & Gas Services
- Professional and Business services
- Construction and Developers
- Scientific & Research Based Entities