I pride myself on being a strategic problem solver with a strong financial and tax acumen. I’m candid and transparent, trustworthy, organized, responsible with the ability to deal with multiple agendas. These characteristics along with the 4 “C” elements of trust – Compassion, Communication, Competency, Consistency are foundational for a successful executor, power of attorney, trustee and personal representative and they are the motivation behind my choice of career.
My approach to every engagement is predicated on listening, being constructive, aligning on priorities and objectives, leveraging best-in-class technology conduits to maximize efficiency, ensuring fiduciary and compliance requirements are understood, and finally, achieving goals in an environment where we work hard and celebrate success.
The focus is always to exceed expectations.
Qualifications & Education
Master of Business Administration (MBA) Queen’s University
Bachelor of Arts, Math for Commerce (BA) York University
Chartered Professional Accountant (CPA) The Institute of Chartered Accountants of Ontario
Certified Management Accountant (CMA) The Society of Management Accountants of Ontario
Trust and Estate Practitioner (TEP) Society of Trust and Estate Practitioners Canada
I’m a family guy that enjoys hanging out at the cottage and pretending that I’m handy. I’m passionate about all sports but especially Football, Basketball, Baseball and Hockey and love cheering on “my teams”. I run and enjoy fishing, boating, cooking and binge-watching movies and TV series.