Bio
Credentials
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CPA, CGA
-Sep, 2002- May, 2026
Experience
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Partner
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May 2022 - Present
Specializing in Owner Managed / Privately Owned Companies. Compliance and consulting with respect to overall business and tax planning.
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Associate Partner
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Jul 2021 - May 2022
Entrepreneurial owners and family-owned businesses have unique needs that transcend the normal day-to-day business requirements. Issues often arise requiring more than just the standard economic decisions. From entry to exit, there are many priorities that evolve and events that occur that can distract owners away from what they need to focus on most - the success of the business. Poorly compiled financial statements, incomplete tax advice, and lack of experience and insight relating to succession and overall financial planning amongst other pitfalls can lead to a lack of important information that can result in serious consequences or missed opportunities. Over 20 years experience providing accounting, assurance, consulting/business advisory and tax advice to owner-managed and private enterprise clients.Areas of ExperienceNon-Assurance and Accounting (Concentration in Notice to Reader)Consulting and advisoryCanadian corporate and personal tax planningBookkeeping software selection/conversion, assistance and set-up Some focus area include: Investment management companies Law firms Incorporated professionals Independent consultants
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RSM Canada
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Toronto, Canada Area
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Senior Director
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Dec 2017 - Jun 2021
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Toronto, Canada Area
RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on develo...
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Collins Barrow Toronto LLP
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Toronto, ON
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Senior Manager
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May 2007 - Nov 2017
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Toronto, ON
Collins Barrow is one of Canada’s largest associations of chartered accounting firms and the eighth largest group of chartered professional accountants in the country. Known as Canada’s mid-market alternative for audit, tax and advisory solutions, we have developed a reputation for being a real c...
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David Quick and Associates Inc
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Orangeville, ON
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Vice President
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Aug 2003 - May 2007
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Orangeville, ON
Main client contact with respect to:• Assess and advise clients regarding selection, evaluation and implementation of new or current accounting software, providing analysis and recommendations as to improvements, necessary reporting systems or streamlining existing systems• Confer with clients re...
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Quick Radvany LLP
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Toronto, ON
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Senior Accountant
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Jul 1995 - Aug 2003
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Toronto, ON
• Responsible as a senior office member for the advanced technical review of tax returns and other related filings to ensure completion, accuracy, planning issues and possible improvement of results • Assisted in the successful conversion and implementation of the firm’s own accounting records to...
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Education
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1991 - 1995Roberts Wesleyan College
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