As a CA and Tax Partner with Bateman MacKay LLP, a leading professional services firm, I provide small-medium enterprises with innovative tax and sound business advice to save them money. I specialize in tax planning and consulting on mergers and acquisitions, estates and trusts, corporate reorganizations and divestitures, creditor proofing, income tax appeals and other domestic and offshore tax minimization strategies. I have provided tax advice in connection with over $650 million in mergers and acquisitions activity and on trusts and estates with over $450 million in assets. I have serviced a variety of industries including manufacturing and distribution, transportation, real estate, health care, technology and others. I have my Masters of Accounting from the University of Waterloo in 1997, obtained my CA designation in 1999, and completed the CICA In-depth tax course in 2002. I have spoken on tax topics before law firms, financial institutions and various other professional associations. My professional affiliations include: Estate Planning Council of Oakville, Canadian Tax Foundation, Halton-Peel District CA Association, Canada Revenue Agency Hamilton Steering Committee and Institute of Chartered Accountants of Ontario.