I believe my East Coast roots play a considerable role in how I interact with clients. I grew up in Cape Breton, Nova Scotia and have since made London my home. It is especially important to me to explain options and solutions to our clients in a way that is understandable and meaningful to them, and that our office is a friendly place where people like to be. I am an avid sports fan, and approach life as if it is a team sport. I have learned so much by surrounding myself with a lineup of family, friends and coworkers, and I play an active role in the coaching and development of future Chartered Professional Accountants at our firm.
I enjoy exploring just about anything new with my husband and travel buddy, and endeavor to cross a few more adventures off the bucket list each year. I love fitness, good food and wine and the great outdoors. When I’m not in the office, I can often be found on the golf course, elbow-deep in yet another home renovation or keeping up with my young family
My goals for the future are to continue assisting our clients with their financial information, so they can focus on running their businesses, while making an impact on the London community.
EDUCATION
Licensed Certified Public Accountant (Illinois)
Received CPA, CA Designation in 2012
Graduate of Western University Canada, Honours, Bachelor of Management and Organizational Studies in 2008
Business French in 2008
Post-Degree Diploma in Accounting in 2008
CPA In-Depth Tax Course Part I
CPA In-Depth Tax Course Part II
CPA In-Depth Tax Course Part III
Certificate in Human Resources for CPA's
CPA In-Depth Tax for Owner-Managed Businesses
AREAS OF EXPERTISE
Corporate and personal income tax returns and planning
U.S. tax preparation and planning
Audit and accounting for small- and medium-sized businesses
Audit of non-profit organizations and registered charities
PROFESSIONAL ACTIVITIES/INVOLVEMENT
CURRENT COMMUNITY INVOLVEMENT:
Member, London Community Foundation Grants Committee
Treasurer and Chair of Finance Committee, McCormick Care Foundation
Member, Fanshawe College Program Advisory Committee, Accounting
Member, The London Chamber of Commerce
Member, The London Club
Member, Highland Country Club
Mentor of CPA Students, CPA Canada
Member, London & District Tax Discussion Group
PAST COMMUNITY INVOLVEMENT:
Member, LHSC Quality and Performance Monitoring Committee
Chief Financial Officer, Holder for Mayor Campaign
Member, Pillar Nonprofit Network Finance and Audit Committee
Member, London Community Foundation Engage! London Program
Recipient, Business London Magazine 2016 Top 20 under 40
Member, Forest City National Golf Club
Member, 100 Women Who Care London
Member, Chamber of Commerce Young Professional Policy Roundtable