I am a manager in the Canadian Tax and Estate Planning group at Fuller Landau, assisting Canadian and foreign companies and individuals in diverse sectors with various due diligence, and compliance matters.
I assist with tax planning strategies such as corporate reorganizations, acquisitions, value extraction, and estate planning. I also oversaw the preparation and submission of the various COVID subsidy applications, including CEWS, CERS, TWS, CRHP, THRP, and HHBRP, and managed various CRA reviews and audits on these subsidy claims.
My clients would describe me as a straight-shooter, and approachable and appreciate my ability to give strategic, practical advice on their various business decisions beyond the tax realm. They know that they can count on me for accurate and timely responses to their questions.
My goal is to ensure my clients have peace of mind when it comes to their Canadian tax matters.
I also have a passion for process improvement and am known by my clients and colleagues for my attention to detail and skill at breaking down complex matters into simpler terms.
I enjoy mentoring junior team members to ensure they are developing their tax knowledge and professional skills. I am actively involved in activities within Fuller Landau, where I serve on the following teams:
Campus recruitment committee
Academic achievements, memberships, and professional designations
Member, CPA Canada
Member, CPA Ontario
University of Waterloo: Bachelor of Mathematics
Wilfrid Laurier University: Bachelor of Business Administration