Areas of Professional Expertise

• Private businesses in the start-up, growth and mature phase
• Business plans and financing applications
• Operating budgets and cash flow projections
• Profitability and operational efficiency analysis
• Systems of internal controls − accounting and operational
• Recruitment of accounting and administrative personnel
• Research and development activities and tax credits
• Corporate and personal tax plannin

Education & Designations

• Bachelor of commerce (Concordia University)
• Graduate diploma in Public Accountancy (Concordia University)
• Chartered Accountant designation (Quebec)

Achievements

• Regular lecturer at in-house training courses
• Expert-witness on accounting & commodity taxes in court cases
• Represented clients in Federal and Provincial tax audits
• Negotiated commercial leases for landlords and tenants
• Resolution of shareholder and estate-beneficiary disputes
• Negotiated buy-outs of owner-managed businesses by public companies
• Past member of the board of trustees of the Spanish & Portuguese Congregation
• Past canvasser for the Combined Jewish Appeal
• Past decorated volunteer for the Mount-Royal lodge of B'nai Brith

Memberships

• Ordre des Comptables Agréés du Québec
• Canadian Institute of Chartered Accountants
• Concordia University Alumni Association