Trusted Tax and Estate Advice with a Personal Touch
I lead HW Partners’ trust and estate practice. I believe in helping people make confident and informed decisions about their future. Whether it’s a complex estate plan, a succession strategy for a family business, or guiding executors through trust administration, I bring clarity and strategy to some of life’s most important transitions. For me, it’s about offering advice that’s both technically sound and personally meaningful.
A Bit About My Journey
I earned my CPA, CA designation in 2018 and my Trust and Estate Practitioner (TEP) designation in 2021. I’ve also completed CPA Canada’s In-Depth Tax course, widely regarded as the gold standard for tax professionals in Canada. I specialize in tax, estate, and succession planning, and I’m proud to lead a practice at HW Partners that reflects both deep technical knowledge and a thoughtful, client-focused approach.
What Matters to Me
Clients trust me not just for my tax expertise, but for how I make them feel: heard, supported, and empowered. Whether I’m helping a family plan their legacy or guiding a trustee through their obligations, I aim to bring peace of mind through clear, strategic solutions. No two clients are the same, and I enjoy crafting plans that are as unique as the people behind them.
I’m also passionate about education, both as a learner and as a teacher. I’ve presented for groups such as the Ottawa Estate Planning Council and STEP Ottawa, and I’ve tutored CPA Canada’s Income Tax for the General Practitioner course. Sharing knowledge and continuing to learn from others keeps me sharp and grounded in real-world challenges.
Life Outside the Office
I serve on the Board of the Ottawa Estate Planning Council and maintain active memberships with STEP Canada, CPA Ontario, CPA Canada, and the Canadian Tax Foundation. Outside of my professional life, I enjoy spending time with my family, staying active, and following financial trends and thought leadership in the trust and estate space.