Joe is an assurance partner in PwC Canada's Toronto office with over 25 years of experience serving investment management and various other businesses.
Joe also has oversight responsibility for the assurance practice’s “Alternate Service Delivery” strategy and he previously led the implementation of the formal Client Feedback Process currently used by PwC Canada.
He has significant investment management experience which includes investment managers, mutual funds, structured products and private equity funds, reporting under IFRS, Canadian and US GAAP.
Joe also has experience providing assurance services to large public and private companies in various other industries. Over his career, Joe has been the engagement leader on a number of large Canadian and US Public Companies and he has significant knowledge and experience related to both secondary and initial public offerings.
Over the years, Joe has had significant experience related to the accounting for business acquisitions, disposal transactions and restructuring activities.
Joe joined the firm in 1987 and has been an audit partner since 1998. He is a Canadian Chartered Accountant (1988) and a graduate of York University (Specialized Honours – Economics and Business).