Even though I am a Chartered Accountant (four designations), I really enjoy exploring uncharted territory — whether that is travelling the world with my family or working on challenging assignments with my clients, I approach everything with the same wide-eyed curiosity. I look at a client’s big picture, identifying opportunities and challenges, concerns and desires, but never lose sight of the im
portant details that make them and their businesses special. Healthy businesses run by happy, satisfied business owners — that is my goal. For more than 24 years, I’ve provided personalized financial counsel to individuals and small to mid-sized businesses, with an emphasis on healthcare professionals. My services focus primarily on taxation, accounting, auditing and financial reporting. Before joining TurnerMoore LLP, I sharpened my tools at the tax departments of TD Bank Financial Group and AIG Insurance Company of Canada. Because there is always more to know in this profession, I regularly sign up for advanced tax training programs, including all CICA In-Depth Tax Courses. Away from the office — but not entirely — I serve as Tax Director with The Fred Group Inc., a boutique tax advisory firm focused on helping companies minimize their taxes through government tax credit programs. When not working numbers, you’ll find me burning off stress on the badminton court with friends. Reach out if you think you can use my help piloting your or your business’ finances. And bring your travel recos with you — I’m looking for some new destinations and experiences.
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Now emphasizing on running an experienced Tax & Accounting Practice Canada-wide specializing with clients from Health Industry especially Dentistry. Services Delivered:
* New Graduate Dentist as Associate
- Incorporation
- Tuition Credits Optimization
- Share Structuring Planning for Capital Gain Exemption
* Opening a New Dental Clinic
- Business Plan and Projection Reports
- Financing (connecting with the Right Banker)
- Holding Corporations
- Buying New Dentistry
- Structuring the Deal
- Due Diligence
- Valuation Report Review (Complimentary Services) – valuing $1,200-1,500.
- Business Plans and Projection Reports
- Financing (connecting with Right Banker)
- Dealing with the Lawyer
- Any other Related Services
*Common services for all types
- Bookkeeping, Payroll, and Personal Taxes Related Services
- Preparation of Financial Statements
- Filing of Corporate Taxes
- Holding Co. Set-ups
- Tax Planning.
- Guiding the Dentist in their Financial Events Life Cycle Events (includes and not limited to)
- Buying a Home for the first time-Save tax and More Down
- Auto Lease vs Financing (Vehicle)
- Kids’ Education
- Retirement and Estate planning
- Insurance Planning & Proper set up of Will
- Any Future Tax and Economic Situations
* Selling Practice
- Purification before Selling.
- Maximizing Capital Gains Exemption
