Profile: 

Specializes in personal and corporate tax planning, advising professional practices, estate and trust planning, shareholder disputes and remediation, succession planning, corporate reorganizations and restructuring, cross-border and international transactions, inbound and outbound tax structuring, mergers, acquisitions and divestitures, corporate financings, investment fund structuring and taxation, tax controversy resolution and private client services.
 

Academic and Professional:

  • Chartered Professional Accountants Canada – Advanced Tax Issues for the Owner-Managed Business Course, 2013
  • Canadian Institute of Chartered Accountants – Corporate Reorganizations Course, 2012
  • Canadian Institute of Chartered Accountants – In-Depth Tax Course, Part III, 2011
  • Canadian Institute of Chartered Accountants – In-Depth Tax Course, Part II, 2007 – 2008
  • Canadian Institute of Chartered Accountants – In-Depth Tax Course, Part I, 2006 – 2007
  • Canadian Bar Association – Tax Law For Lawyers, 2006
  • Canadian Securities Course (with Honours), 2002

 

Lectures, Speeches and Publications:

  • Author, Pitblado COVID-19 Resource Centre, "The Canada Emergency Wage Subsidy", April 24, 2020
  • Co-Author, Pitblado COVID-19 Resource Centre, "Canada’s COVID-19 Economic Response Plan (Tax)", March 24, 2020
  • Co-moderator and Presenter, "Update on Tax Issues in the Transportation Industry", Canadian Transport Lawyers Association Conference, 2019
  • Author, “Tax Planning for your Incorporated Insurance Business”, Manitoba Insurance Broker Magazine, Summer 2014
  • Past Course Contributor, Corporate Tax, Faculty of Law (University of Manitoba)
  • Past Co-Instructor, Corporations II, Faculty of Law (University of Manitoba)
  • Research Contributor, “Shareholders’ Agreements: Subtle Aspects relating to Control,” in Report of Proceedings of the Fifty-Sixth Tax Conference, 2004 Conference Report (Toronto: Canadian Tax Foundation, 2005), 15:1-18

 

Honours and Awards (Faculty of Law):

  • Dean’s Honour List, 2002, 2003, 2004
  • Stikeman Elliott/Carswell National Tax Award, 2004
  • D.A. Thompson, Q.C. Prize, 2004
  • Garth Erickson Memorial Prize, 2004
  • Pitblado Scholar, Robson Hall Dean's Honour List, 2002, 2003
  • University of Manitoba General Scholarship, 2002

 

Memberships and Associations:

  • The Canadian Bar Association
  • The Manitoba Bar Association
  • The Canadian Tax Foundation