I am an associate director in the Family Office practice where I work on tax returns, compilation engagements (NTRs), investment reporting and strategy, and overall wealth management for our clients. I enjoy working with the Family Office team to prepare net worth projections for our clients and provide them with regular updates on how their investments are performing. I want to assure our clients that their investments are being closely monitored.
Prior to joining Fuller Landau, I was a manager at Ernst & Young where I worked for five years. I performed audits of mid- to large-sized private companies, in addition to tax return and financial statement preparations.
Accommodating and responsive, I’ve taken midnight calls from clients looking for information for their banks. While after-hours emergencies are rare, my clients know they can reach out to me anytime they need my help.
Academic achievements, memberships, and professional designations
Member, CPA Ontario
Member, CPA Canada
Smith School of Business, Queen’s University: Bachelor of Commerce