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Experience

    • Consultant, owner/operator

  • totalfinancing.ca
    • Burlington, Ontario.
    • owner/manager
      • Sep 2015 - Present
      • Burlington, Ontario.

      Professional accountant with over 25 years of accounting and financial experience providing consultation services to owner managers of small businesses in their needs of financial, cash-flow and debt re-structuring.

  • The Mortgage Centre
    • Burlington Ontario
    • mortgage agent
      • Mar 2013 - Aug 2015
      • Burlington Ontario

      mortgage originator

  • Total Accounting
    • Hamilton, Ontario, Canada
    • Certified Management Accountant (owner/operator)
      • Jan 1983 - Dec 2012
      • Hamilton, Ontario, Canada

      A full service accounting and bookkeeping firm focused on serving small and medium size companies on all their business needs, such as bookkeeping, payroll, government reportings, filing of corporations taxes, filing of personal income taxes for owner / operators, budgeting, and personal and tax planning.

    • Comptroller
      • Jan 1980 - Dec 1982

      All accounting functions including cash management and preparation of monthly financial statements, budgeting, filing of corporation income tax returns, supervision of accounting staffs,coordination with external auditors , government agencies, and financial institutions.

Education

  • 1973 - 1977
    Society of Certified Management Accountant
    Certified Management Accountant, Accounting and Business/Management
  • 1969 - 1971
    Mohawk College
    Business Administration, Insurance Administration
  • 1964 - 1968
    The Chinese University of Hong Kong
    Bachelor's degree, Literature

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