Experience

Staff Relief Healthcare Services Inc.

• Canada
• Staffing and Recruiting
• 1 - 100 Employee

• Chief Executive Officer

  • 2020 - Present



HH Capital Partners

• Investment Management

• Managing Partner

  • 2020 - Present

  HH Capital Partners is a boutique private equity firm positioned to acquire and operate small businesses. Our mission is to provide business owners with a concrete exit strategy and succession plan. We are dedicated to ensuring a smooth and seamless transition for entrepreneurs. At the core of our strategy is a commitment to build upon the history and legacy of the enterprise as we transition into the next stage of growth. We are backed by a robust team of investors, entrepreneurs, and advisors all committed to the long-term success of the organizations we acquire. Visit us at: hhcapitalpartners.net Show less



Fiera Capital

• Canada
• Financial Services
• 400 - 500 Employee

• Vice President Tax & Wealth

  • 2016 - 2020

  • Responsible for the development and execution of the Natixis wealth management strategy: "Helping Investors KEEP MORE of Their Money" • Frequent lecturer, presenter and speaker to financial advisors, centers of influence and HNW investors on a range of topics including: - Financial Planning (personal and corporate) - Efficient Portfolio Construction - Philanthropy - Estate Planning - Corporate Tax Strategies • Supporting financial advisors to deliver tax efficient investment and financial solutions. Show less



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Director Tax and Financial Planning, Headquarters

  • 2015 - 2016

  • Oversaw the creation of holistic financial, retirement, & estate plans for prospective clients for over 600 Edward Jones financial advisors across Canada. • Aided Edward Jones advisors in the acquisition of over $50,000,000 in AUM through client meetings, presentations, and portfolio reviews. • Identified tax and financial planning opportunities for HNW clients such as estate freezes, income splitting techniques, and life insurance opportunities including corporate estate bonds. Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Tax Accountant

  • 2010 - 2015

  • Lead and managed a team of 7+ staff as manager of the personal tax season. • Responsible for the preparation and review of corporate T2 and personal T1 tax returns for high net-worth individuals and mid-cap private corporations. • Executed various customized tax planning strategies for both personal and corporate clients, such as corporate reorganizations, estate freezes, and income splitting techniques. • Lead and managed a team of 7+ staff as manager of the personal tax season. • Responsible for the preparation and review of corporate T2 and personal T1 tax returns for high net-worth individuals and mid-cap private corporations. • Executed various customized tax planning strategies for both personal and corporate clients, such as corporate reorganizations, estate freezes, and income splitting techniques.