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Tax In-Depth Program (3 Year)
D.E.S.S., Graduate Diploma
BCOMM
D.E.C.
Certificate
High School Diploma
2008
2022
Our Gi3 practice is responsible for supporting more than 1,100 clients across Canada in accessing nearly $1B in incentives spanning tax credits, grants, and government concessional loans - and yes, that's an ANNUAL figure! In my Growth Leader role, I am responsible for defining and executing across various growth portfolios for Gi3 practice nationally. This includes defining national eminence strategy across internal and external channels, development of new marketplace alliances, and inorganic growth (acquisitions, strategic hires, direct admits). Through my tenure, our team of 150+ full-time (and constantly growing) Gi3 Practitioners across Canada, the largest incentives practice in the country, achieved: - 15% YoY Closed Sold Growth; - 14% 2-Year CAGR on sales volume | 9% 4-Year CAGR on sales volume; - 22% increase to Qualified Pipeline at exit of our 2023 fiscal year; Through our year ended May 2023, we achieved new all time records in terms of marketplace activity (both on closed sold and qualified pipeline) and have laid the foundation for more than doubling our practice (and our impact across our chosen client segments and geographies) over the next 5 years.
2020 - 2024
2020-2024 National COVID-19 Subsidies Offering Co-Leader Supported over 600 Clients in accessing more than $2B in emergency relief
2020 - 2021
2020-2021 National Gi3 Growth Leader | Achieved 22% YoY Realized Revenue Growth, 13% 2-Year GAGR 2019-2021 Ontario Gi3 Marketplace Leader | Achieved 19% YoY, 11% 3-Year CAGR
2019 - 2020
2019-2020 Ontario Gi3 TMT Marketplace Leader 2019-2020 Member of TMT Executive 2019-2020 Mid-Market Gi3 Campaign Leader | Generated 100+ new engagements, driving 15% marketplace sales volume growth
2013 - 2019
I worked with firm leadership in what ultimately was a rebuild of the Gi3 practice in BC, resulting: - 22% 5-Year CAGR in revenues - Over 100% improvement to margins - converting what was one of our least profitable practice regions to one of our most profitable Nationally - Involved with hiring and development of all team members, including a tripling of team size Most importantly, over these five years, I helped my clients successfully file and defend over 300 incentives claims. These submissions generated in excess of $300M of tax savings and direct program funding for those clients. This allowed my clients to maximize and accelerate their project and investment ROI, while equally securing valuable cash flows during business critical, pivotal phases of their development and commercialization.
2012 - 2013
I was loaned to Deloitte’s Toronto practice as a Financial Lead on priority accounts.
2008 - 2012
I started as a full time co-op student. I continued working full time after the placement, while concurrently completing my degrees with a full time course load. My time at Deloitte Montreal included helping create and build new service offerings within our incentives practice (eBusiness, Multimedia, Film).
2022
2022
Democratizing access to private investment markets. Investor in Vessel's seed round.
2021
2021
Investments: Growth Fund II, Venture Fund V, Discovery Fund I
2022
Holding company of both an early stage winery, Valley Commons, based out of the Southern Okanagan with properties in both the Okanagan and Fraser Valley, as well as an award winning Pinot House in Oliver, Stoneboat Vineyards.
2022
2022
Investments: Blank Ventures Fund I
2021
Investments: Potential Motors (Seed and Seed+), Deep Sky (Seed and Series A), BCOF II
2022
Investments: SCP Opportunity XLVI LP
2013 - 2019
I worked with CPA Canada in the development and delivery of new content for the SR&ED portion of its In-Depth Tax Program. This included the moderating of discussions with participants and practitioners in relation to the SR&ED content within the program. I equally worked with CPA Canada in developing and delivering its SR&ED Blended Learning seminar.
2012 - 2017
2012 - 2017
I acted as a member of the Foundation board tasked with the governance of the fundraising activities initiated by the Foundation. I worked with other board members through the completion of the Foundation's largest ever capital raising initiative that generated close to $2M of new funding to the school. I worked closely with operational staff in the design and implementation of internal controls and financial reporting functionality. This was done during the Foundation's growth into several fund-raising streams and its increased collaboration with other fund-raising organizations. I continued to hold this position remotely after a relocation to Vancouver.
2011 - 2012
2011 - 2012
http://www.comitesentrepreneurs.com/ An organization involved with aiding entrepreneurs in gaining access to a network of young professionals with a passion for spurring the success and growth of startup business. Members would often work with Notman House residents and Founder Fuel candidate companies in an advisory capacity in order to assist entrepreneurs through the risks and challenges of their ideation and initial formative stages.