Experience

The Targeted Strategies Group

• Canada
• Insurance
• 1 - 100 Employee

• Client Manager

  • Feb 2018 - Present

  For more than 20 years, The Targeted Strategies Group (TTSG) of companies has helped successful entrepreneurs and families optimize net worth by using proprietary life insurance solutions. The Targeted Strategies Group of companies includes Targeted Strategies Ltd., TTSG The Veritas Edge Family Office Support Ltd., and InterGen Financial Solutions Inc. For more than 20 years, The Targeted Strategies Group (TTSG) of companies has helped successful entrepreneurs and families optimize net worth by using proprietary life insurance solutions. The Targeted Strategies Group of companies includes Targeted Strategies Ltd., TTSG The Veritas Edge Family Office Support Ltd., and InterGen Financial Solutions Inc.



TransAlta

• Canada
• Utilities
• 700 & Above Employee

• Supervisor, Energy Marketing Financial Reporting

  • Aug 2017 - Jan 2018

• Senior Financial Accountant

  • Mar 2017 - Jul 2017

• Financial Accountant, Energy Trading and Marketing

  • Jul 2013 - Feb 2017



SRG Chartered Professional Accountants

• Senior Accountant

  • Aug 2012 - Jun 2013

  Provision of tax, accounting and advisory services with a focus on entrepreneurs and small businesses Provision of tax, accounting and advisory services with a focus on entrepreneurs and small businesses



TD

• Tax Analyst

  • Mar 2012 - Apr 2012

  Preparation of tax returns for clients with varying complexity including several high net worth individuals, identifying planning opportunities and areas of savings for clients, and performing tax research to determine the treatment of complex transactions. Preparation of tax returns for clients with varying complexity including several high net worth individuals, identifying planning opportunities and areas of savings for clients, and performing tax research to determine the treatment of complex transactions.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Auditor

  • Sep 2008 - Nov 2011



TC Energy

• Canada
• Oil and Gas
• 700 & Above Employee

• Treasury Analyst

  • May 2006 - Dec 2006

  Gained experience with TSX 60-Listed publicly traded company with responsibility primarily for preparing and executing various transactions between subsidiary companies, overseeing funding requirements for construction of $360M pipeline and performing ad-hoc financial analysis. Gained experience with TSX 60-Listed publicly traded company with responsibility primarily for preparing and executing various transactions between subsidiary companies, overseeing funding requirements for construction of $360M pipeline and performing ad-hoc financial analysis.