I practice in the area of tax law and estate planning, with a focus on creating value-added structuring solutions for:
- Private and public business owners
- High-net-worth families and family offices
- Exit/monetization transactions
- Investments
- Private equity and hedge fund formation and structuring, including inbound and outbound financings and related business arrangements
I also provide straight-forward solutions in a tax-optimized manner for highly complex structures, wealth succession plans and investment and business transitions.
I have completed my chartered accountant and trust and estate practitioner (TEP) designations.
Education
University of Victoria, 2000, Bachelor of Laws
Queen’s University, 1994, Bachelor of Commerce
Call to the Bar
2001, Law Society of Alberta
Memberships and Affiliations
Member, Law Society of Alberta
Member, Society of Trust and Estate Practitioners (STEP)
Member, Canadian Bar Association
Member, Calgary Bar Association
Member, Institute of Chartered Accountants of Alberta
Member, Canadian Petroleum Tax Society
Member, Canadian Tax Foundation
Member, STEP Executive
Awards and Recognition
Best Lawyers (2013-2017)
Personal Details
Tax law sessional instruction at University of Calgary (2004, 2005 and 2009)
Board member on the city of Calgary’s arts and culture board (CADA) (2010-2013)
Board member on CPTS board (2011-2014)
Board member on Pheasants Forever Board (2014-2016)
