Edmonton Tax Leader, PwC Canada
With over 25 years of advising private companies on Canadian and cross-border income tax, I am an expert in tax efficient ownership structures, reorganizations, real estate holdings, shareholder issues, strategic acquisitions and divestitures, syndication and partnership structures, estate and succession planning.
Currently, as a member of the Edmonton office leadership team and one of Alberta's real estate leaders at PwC, I work with a dedicated team of trusted business advisors in Canada and Globally to bring value to owners and leaders of private companies.
As a client service partner, I have significant experience with planning and implementing tax-efficient strategies for real estate developers, builders, and property owners. I also have a primary focus on planning strategies for succession issues including estate freezes, family trusts, employee participation, tax efficient ownership structures and reorganizations to minimize income taxes.
I am a Chartered Professional Accountant (CPA).