When collaborating with my clients, I leverage deep technical tax knowledge built during 25 years of public accounting experience. My key strengths are helping clients gain a perspective of the global picture — and focus on the vital details — to deliver lasting results. Through corporate tax planning, international tax restructuring, and business valuations, I help my clients navigate complex foreign tax jurisdictions.
I also help individuals and family offices close the gap between themselves and their cross-border activities. Through income tax and estate transfer tax minimization solutions, I strive to deliver financial strength and stability.
Before joining MGO, I worked at CPA firms in several countries, gaining experience in cross-border taxation strategies, entering foreign jurisdictions, corporate and family office restructuring, supply chain management, treaty analysis, and more.
The international tax environment is complex and ever evolving. I work hard to stay up to date on the latest risks, and opportunities, so I can deliver global tax strategies that address the spectrum of needs shaping your personal and professional financial needs.
Regent University, Masters of International Taxation
William Howard Taft University, Masters of Taxation
University of Toronto, Business Valuation Program
Society of Management Accountants of Québec, Professional Program
McGill University Diploma of Public Accountancy and Bachelor of Commerce in Finance and Accounting
Certified Public Accountant (CPA) – California, Florida, Illinois
Certified Global Management Accountant (CGMA)
Accredited Business Valuator (ABV)
Chartered Business Valuator (CBV) / Canadian Institute of Chartered Business Valuators
Canadian Chartered Professional Accountant (CPA) / Canadian Institute of Chartered Professional Accountants / Ordre des comptables agréés du Québec (Certified Management Accountant (CMA) + Chartered Accountant (CA)
Personal Financial Specialist (PFS)
Trust and Estate Practitioner (TEP)