Areas of Professional Expertise

• Private businesses in the start-up, growth and mature phase
• Business plans and financing applications
• Operating budgets and cash flow projections
• Profitability and operational efficiency analysis
• Systems of internal controls − accounting and operational
• Recruitment of accounting and administrative personnel
• Research and development activities and tax credits
• Corporate and personal tax planning
• Wills and estate planning
• Estates and trusts

• Chartered Professional Accountant designation (Québec)
• Graduate diploma in Public Accountancy (Concordia University)
• Bachelor of commerce (Concordia University)
  

• Regular lecturer at in-house training courses
• Expert-witness on accounting & commodity taxes in court cases
• Represented clients in Federal and Provincial tax audits
• Negotiated commercial leases for landlords and tenants
• Resolution of shareholder and estate-beneficiary disputes
• Negotiated buy-outs of owner-managed businesses by public companies
• Member of the board of trustees of the Spanish & Portuguese Congregation
• Member of the finance committee of B'nai Brith House

• Ordre des Comptables Professionnels Agréés du Québec
• Canadian Institute of Chartered Professional Accountants
• Concordia University Alumni Association