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
PAST COMMUNITY INVOLVEMENT: Committee Member, The London Club Member, Campaign Cabinet, Fanshawe College Construction Crew in Cambodia, Tabitha Foundation Canada, 2014 Chairman of the Board, The London Club Chairman of the Board, Museum London Chairman of the Board, Westminster College Chairman of the Board, Centre Stage Theatre Chair, Finance Committee, RCGA, Canadian Mid-Amateur Championship Chair, Property and Finance Committee, Museum London Chair, Property and Finance Committee, The London Club Chair, Finance Committee, Museum London Foundation Member – Treasurer, Executive, The London Club Member, Board of Museum London Foundation Treasurer of London Home Builders’ Association Treasurer of Westminster College London Free Press Editorial Board Treasurer, Colborne Street United Church Treasurer of Dance London
ACADEMIC INVOLVEMENT: Lecturer, Personal and Corporate Taxation, Western University, 2001-2009
MEMBERSHIPS: Canadian Tax Foundation London Tax Discussion Group Film and Electronic Media Association (FEMA) The London Hunt and Country Club The London Club Griffith Island Hunting Club Oaks Golf Club
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