Bio
Experience
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Strategic Taxes and Financial Management
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Toronto, Canada Area
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Principal and Owner
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2014 - Present
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Toronto, Canada Area
Delivery of tax and financial management services to Canadian individuals, businesses, and registered charities. Expertise in US and other international taxes.
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Krasman Centre
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Toronto, Canada Area
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Executive Director
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2006 - 2014
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Toronto, Canada Area
Responsible for strategic direction and ensuring effective programs, finances and operations of this registered charity in the human services field.
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Bradford Accounting and Tax
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Toronto, Canada Area
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Principal and Owner
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1998 - 2006
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Toronto, Canada Area
Accounting and tax services to businesses and registered charities.
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McMillan LLP
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Toronto, Canada
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Controller
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1992 - 1998
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Toronto, Canada
Established law firm with over 400 members. Participant in firm's management committee and provided financial controller skills to the organization. Delivered financial expertise to improve firm profitability and cash flow.
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Discount Corporation of New York (Cda)
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Toronto, Canada
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Chief Financial Officer
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1988 - 1992
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Toronto, Canada
Investment dealer and Canadian subsidiary of established Wall Street firm. Vice-president, treasurer and member of board of directors. Responsible for all financial and regulatory matters.
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KPMG Canada
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Toronto, Canada
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Senior Manager
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1985 - 1988
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Toronto, Canada
Accounting, tax and advisory services to private and public companies, and registered charities.
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PRICE WATER HOUSE COOPERS
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Toronto, Canada
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Senior Accountant
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1982 - 1985
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Toronto, Canada
Accounting, tax and advisory services to entrepreneurial and small business clients. Designed and implemented tax planning measures.
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Senior Accountant
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1978 - 1982
Accounting, tax and advisory services.
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Education
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Chartered Professional Accountants of Canada (CPA Canada)
Chartered Professional Accountant, (including professional courses on Canadian personal, corporate and commodity taxes). -
ICAS
Chartered Accountant, (including professional courses on United Kingdom personal, corporate and commodity taxes). -
2019 - 2019University of Illinois at Chicago
Masters level course, U.S. Federal Income Tax of individuals, employees and sole proprietors (audited) -
2019 - 2019University of Illinois at Chicago
Masters level course, Taxation of Business Entities I: Corporations (audited) -
1977 - 1978University of Strathclyde
Graduate Diploma, Strathclyde Business School -
1973 - 1977University of Strathclyde
Bachelor of Science, ENGINEERING
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