Areas of Professional Expertise

• Canada - US cross-border tax and business issues 
• International, Corporate and Personal tax planning
• Trusts and Estates
• Financing of small and medium sized businesses
• Strategic planning

• Chartered Accountant (Québec, Ontario)
• Certified Public Accountant [CPA] (Illinois)
• MBA (Concordia University)
• Graduate Diploma in Public Accountancy (McGill University)
• BA (Honors) Political Science and Sociology (McGill University)

• Liaison partner to UHY International
• Chairman of the UHY Canada US Tax Team (CUTT)
• Lecturer at McGill University in the areas of Finance and Taxation
• Partner responsible for the firm's marketing program

• American Institute of Certified Public Accountants (AICPA) [CPA]
• Ordre des comptables agréés du Québec [CA]
• Canadian Institute of Chartered Accountants
• Institute of Chartered Accountants of Ontario
• Society of Trust and Estate Planners (STEP)

• "Holding Corporations - the Good, the Bad and the Ugly"
  (Accountants Study Group and STEP Study Group - 2007)
• "Canada US Tax Planning"
  (UHY Regional Meeting, Cancun - 2008)
• "Taxation of Investment Income" & "Corporate Taxation" 
  (McGill University - 2009)
• "Glaxco Canada Suffers a Case of Indigestion!"
  (UHY Regional Meeting, Cancun - 2010)
• Session Chairman - International Tax
  (UHY Regional Meeting, Cancun - 2010)
• "Canada US Tax Planning"
  (UHY Regional Meeting, Puerto Rico - 2011)
• "Doing Business in Canada"
  (UHY Roundtable, Detroit - 2011)