I bring over 16 years of experience to the table, blending the technical rigour of a Chartered Accountant with the strategic lens of a family office executive. My career began at EY in assurance where I grew into M&A due diligence, followed by 12 years leading finance and innovation for one of Canada’s largest multi-family offices.
As a CPA and Family Enterprise Advisor (FEA), I offer you that same institutional-grade expertise minus the institutional barriers. It’s high-level strategy made accessible, delivered by a partner who knows the landscape inside and out.
Traditional institutional models are often built on volume and overhead. My practice is built on focus and impact. By remaining lean and independent, I provide a level of responsiveness and customization that large, siloed organizations simply cannot match.
I act as the central hub for your financial life. If you already have a trusted team, I integrate with them to ensure everyone is pulling in the same direction. If you have gaps, I bring in top-tier specialists suited to your exact situation, not just whoever happens to be down the hall.