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Private Tax Markets Leader, PwC Canada
I am a tax partner and business adviser in the Private Clients practice at PwC Canada, working in the Greater Toronto Area. I work with a dedicated team of trusted business advisers, to bring value to owners and leaders of private companies.
I have more than 15 years of experience providing complex tax planning services, and advice to high-net-worth families and owners of private companies. I have advised clients on developing tax-efficient corporate structures, shareholder compensation, estate and post-mortem planning, will planning, charitable donation planning, designing estate freezes, corporate reorganizations, and tax effective sales planning.
I graduated with a BBA (honours) from the Schulich School of Business at York University. I am a Chartered Professional Accountant (CPA), a Certified Financial Planner, and a Trusts and Estates Practitioner.
For several years I taught the tax segment at the CPA Ontario School of Accountancy. I was a lecturer for CPA Canada’s Advanced Tax Issues for the Owner-Managed Business course, and served as a part-time MBA instructor at the Schulich School of Business, where I taught accounting and tax courses.
I have also presented at the Society of Trust and Estate Practitioners’ annual tax update seminars, and authored articles published in PwC Canada’s Wealth and tax matters publication, and in the Canadian Tax Foundation’s Tax highlights publication.
I am an active member of the Italian Chamber of Commerce of Ontario (ICCO), including my role as member of the Business Excellence Awards selection committee. I am also on the Humber River Hospital Foundation board, where I am involved in the oversight of the foundation, and in raising funds for the Humber River Hospital’s capital campaign.