Areas of Professional Expertise

• Canada - US Cross-border tax and business issues  
• Corporate and Personal income tax planning
• Trusts and Estates 
• Financing of small and medium sized companies
• Strategic planning

Education & Designations

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

Achievements
Chairman of the UHY Canada US Tax Team (CUTT)

Lecturer at McGill University in the areas of Finance and Tax

Partner responsible for the firm's marketing program

Memberships
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)

Public Speaking

"Holding Corporations - the Good, the Bad and the Ugly" (Accountants Study Group and STEP Study Group - 2007)

"Taxation of Investment Income" (McGill University - 2007)