Professional Experience
Director, Wealth Planning – BMO Wealth Management – 2017 – Present
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