Professional Experience
Director of Advanced Planning, Estate & Financial Planning Services – Sun Life Financial – 2025 – present
Senior Wealth Planning Consultant – BMO Private Wealth – 2017 – 2025
Tax Manager – BDO Canada LLP – 2008 – 2017
Tax Manager – BDO Canada LLP – 2008 – 2017
Professional Qualifications
Chartered Professional Accountant, Chartered Accountant – 2010
CICA In-Depth Tax Course, Parts I & II – 2012
Certified Financial Planner Professional – 2018
Academic Background
Bachelor of Mathematics – Honours Mathematics/Chartered Accountancy – University of Waterloo – 2008
Master of Accounting – University of Waterloo – 2008