Previous worked at two national accounting firms (three offices) in Northern Ontario
Significant audit and consulting background from time at National firms
Obtained CPA, CA designation in 2005
Partner at RLB LLP in 2012
Previous chair of RLB LLP’s municipal practice
Previous chair of RLB LLP’s assurance committee overseeing the quality, compliance and processes of all assurance work (audits, reviews, special reports) completed by the firm
Current co-leader of agricultural practice at RLB LLP (with my partner Bruce Robinson)
Partner in charge of RLB LLP’s Fergus office
Currently serving as “People Investment Officer” at RLB LLP – directly overseeing the mentoring and development of all staff at the firm (coaching the coaches) – approximately 125 staff in the program
Current practice composition would be 50% agricultural producers and 50% owner managed business
Significant experience in succession planning for both farm and owner managed business families
Continuously representing clients in the purchase and sale of farming and other business operations
Strong focus on tax planning, owner manager remuneration planning, corporate structures both in operations and succession planning.
Consistently leading client’s requests of various financial institutions in order to secure financing for operational needs, purchasing or investment needs, succession planning, and expansion.
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