Place Category: London
I am a Senior Tax Manager at Grant Thornton LLP where I focus on finding creative solutions for my clients’ estate and succession planning. I specialize in helping clients navigate the intricacies of planning for a successful succession plan while allowing the family farm to thrive. My primary area of concentration is with owner managed businesses in the agriculture and agribusiness space.
I am a CPA, CA and have completed CPA Canada’s In Depth Tax Course. I have also lecturer at both the University of Western Ontario and the Richard Ivey School of Business on an occasional basis since 2011 on topics including financial accounting, managerial accounting and personal and corporate income tax.
I specialize in estate and succession planning for clients in the agriculture space. I evaluate their current business structure(s), will(s) and goals and help to align their structure and estate plan with those goals.
I have been working in the agriculture space as a specialist since 2015. My practice has included cash crop, hog, dairy, poultry and cattle operations, in addition to farm equipment dealers. I help families articulate their needs and desires from a succession planning perspective and build structures and estate plans that align with their goals.
Member: CPA Canada / CPA Ontario
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