About Me - Short Overview

As a CPA, CA, with over 30 years of experience, I am deeply committed to helping executives and entrepreneurs empower their careers and achieve their business and life dreams

Key Career Highlights - Actions, Results

-Conducted multiple due diligence engagements, including the valuation, negotiations, purchase, structure, legal agreement, and negotiation of a $55 million acquisition line.
-Testified as a financial expert at the Canadian International Trade Tribunal, resulting in tariffs being imposed.
-Secured $30 million in US government incentives to build a manufacturing plant in West Virginia, considered the second largest state investment.
-Built two world-class financial service centres
-Toronto Regional Director of the CFO Leadership Council and past Chair of the Alzheimer Society of York Region

What size(s) of businesses / organizations do you have experience with?

  • Small (<100 employees)
  • Medium (101-499 employees)
  • Large (500+ employees)

What perspectives along the value chain do you have insights on, whether direct or indirect (stakeholder engagement), as an expert?

  • Raw material production
  • Manufacturing
  • Wholesaling / Logistics / Transportation
  • NGO / Charity
  • Consumer groups

Credentials - Degrees, Accreditations, Qualifications

CPA, CA