About me ...

Over 25 years of experience in public practice providing financial accounting, audit, tax and business advisory services.

Currently focused on providing services to small and medium size owner-managed businesses and high net worth individuals.

Originally from Montreal,  born and raised. Fluent in English and working knowledge of French.

Studied political science at Concordia University and public accountancy at McGill University.

Earned the Canadian Chartered Accountant  (CPA, CA) designation followed by the US Certified Public Accountant (CPA) designation.

Later obtained the Certified Financial Planner (CFP) designation and the Chartered Global Management Accountant (CGMA) designation.

For a number of years worked as a Senior Manager at several local and national CPA firms in Montreal and Toronto.

Then worked as Senior Manager of Financial Reporting at a large Canadian real estate investment trust.

Subsequently joined the partnership of a mid-size CPA firm with offices in Toronto and Mississauga.

In 2013, moved the family from Toronto to the quieter small town environment of St. Catharines in the Niagara Region.

Set up a public accounting practice as a sole practitioner to offer consulting services to other CPA firms and to business clients.

Concurrently teamed up with HGK Partners LLP, a mid-size, full service public accounting firm located in Hamilton.

HGK Partners LLP provides financial accounting, assurance, taxation and business advisory services to a wide range of clients.

In 2016, completed the three year CPA Canada In-Depth Study Program in Canadian taxation.

Focused on providing Canadian and US tax services to individual and corporate clients as a Principal at HGK Partners LLP.