ABOUT ME

As a Chartered Professional Accountant in Nelson, B.C. servicing the West Kootenays, I focus on the financial and business needs of owner-managed, privately held companies and not-for-profit organizations. I’ve had the privilege of serving clients in B.C. and Alberta for over 25 years, and I thoroughly enjoy helping them achieve their goals.

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My clients know me as a business advisor focused on a wide range of issues, including business start-up and incorporation, accounting, internal controls, business processes, succession planning, CFO services and corporate and personal tax planning strategies.

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With experience across public practice and industry, I’m passionate about providing strategic advice to all my clients while building strong relationships and excelling at client service. 

 

Expertise covers:

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• Privately held business​​es

• Charities and not-for-profit organizations

• Construction & real estate

• Food and consumer products

• Hospitality

• Industrial products

• Management of (holding) companies

• Agriculture

• Professional services

• Retail

• Technology & communications

• Transportation

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Let's build a relationship and build your prosperity together.  I want to understand your business needs, goals and environment to identify opportunities and challenges to help you navigate through them.