Professional Status
- Tax Manager – Cadesky Tax
Memberships
- Society of Trust and Estate Practitioners
- Chartered Professional Accountants of Canada (CPA Canada)
- Chartered Professional Accountants of Ontario (CPA Ontario)
- The American Institute of Certified Public Accountant
- Washington State Board of Accountancy
- Canadian Tax Foundation
Academic Background
- Trust and Estate Practitioner
- Chartered Accountant
- Certified Public Accountant (Washington)
- CICA In-Depth Tax Course
- Master of Accounting – University of Waterloo
- Group Study and In-Residence Leader for CICA In-Depth Tax course
- Recipient of Ontario Graduate Scholarship
- Bachelor of Mathematics, specialization in finance (Distinction, Dean’s Honours List) – University of Waterloo
- Teaching assistant at University of Waterloo
Publications