Overview
As a “recovering accountant” with almost three decades of experience working in accounting firms across Canada, I was excited to join the WealthCo team as our first out-of-province Senior Planner in 2022 (Vernon is home for me). In addition to being a CPA with a specialty in personal and corporate income tax, more recently I’ve been seeking a way to become more involved in family business succession. This led me to the Family Enterprise Advisor (FEA) program, where I obtained the FEA designation last year.
Questions & Answers
What drew you to your career path?
I love to help people solve problems. This started with my education in Engineering & Physics then led me down the path of becoming a tax guy. After almost 30 years of solving tax issues for clients I was looking for a more connected way to help clients with their bigger challenges. This led me to the Family Enterprise Advisor (FEA) program and eventually to WealthCo.
What is your favourite thing about working at WealthCo?
The Team and the diversity of characters on it.
What are some causes you are passionate about?
Small business - these businesses are the backbone of the Canadian economy…make that the world economy. As a tax guy, I spent years helping these small businesses and defending them from CRA audits and reviews. Tax fairness continues to be an ongoing battle. On the charitable side - I'm a sucker for animals and kids, so I contribute time and money to helping the SPCA and Unicef.
