Educational Background
• Institute of Chartered Accountants of Nova Scotia– Appointed Fellow Chartered Accountant - 2003
• Canadian Securities Institute - Appointed Fellow of the Canadian Securities Institute - 2000
• Canadian Institute of Chartered Business Valuators – Chartered Business Valuator designation – Awarded Gold Medal as top graduate in Canada - 1992
• Canadian Tax Foundation – Awarded tax specialist designation – 1989
• Canadian Institute of Chartered Accountants – Awarded Gold Medal as top graduate in Atlantic Canada – 1986
• Dalhousie University – Bachelor of Commerce degree - 1983
Professional Experience
CIBC Wood Gundy:
Currently practice as an investment advisor in the high net worth area incorporating tax planning and security analysis experience to provide wealth management services to individuals, estates and corporations including:
• The design and monitoring of appropriate investment policy statements
• The design and monitoring of diversified investment portfolios to manage risk exposure and provide tax efficient returns
• The design of effective family estate and financial plans
• The utilization of insurance products in tax efficient planning strategies
Clarkson Gordon Chartered Accountants:
Practiced for eleven years as a senior tax specialist and security valuator advising clients on tax planning issues including retirement and estate planning, family trust utilization, tax minimization on investment and shareholder valuation issues
Current and Past Community Involvement
• Treasurer of the Dalhousie University Board of Governors
• Fundraiser for the QEII Hospital Foundation, the IWK Health Centre, the Salvation Army, Cystic Fibrosis Canada and Symphony NS
• President of the Institute of Chartered Accountants of Nova Scotia
• Audit Committee member of the Canadian Cancer Society – Nova Scotia Division
• Chair of the National Advisory Board of CIBC Wood Gundy
• Chair of the Board of Stewards of St. Andrew's Church
• Treasurer of Phoenix House shelter for children at risk
• Chair of the Board of the Halifax Help Line and Youth Line
