I am a Chartered Professional Accountant (CPA, CA) practising in Ontario. My work focuses on compliance-first tax planning and advisory engagements for owner-managed businesses and professionals, grounded in Canadian tax law and documented to withstand CRA review.

I do not provide bookkeeping services or routine financial statement preparation. Engagements are selective and advisory in nature, typically involving structuring, remuneration planning, succession considerations, and CRA risk management..

My work frequently involves:

• personal and corporate tax planning

• owner-managed business advisory

• estate and succession considerations

• CRA correspondence, reviews, audits, and negotiations

• coordination with legal and financial professionals where appropriate

I am based in Ontario and serve clients on Canadian tax matters, including situations that may involve coordination with foreign or cross-border advisors where appropriate.

Tax decisions are rarely isolated. They affect cash flow, family dynamics, business risk, and long-term outcomes.

My role is to help clients understand not only what is technically permissible, but what is appropriate, defensible, and aligned with their broader objectives. Advice is grounded in current legislation, administrative practice, and practical experience.

Clients who work with me typically value:

• direct communication

• thoughtful analysis

• conservative implementation where warranted

• long-term perspective over short-term outcomes