Career Learning
Each of us has her own biases, viewpoints and entry positions into a family or enterprise system, based on our values and experiences.
I recognize my own perspectives and respect the diversity of other frames of reference. This acknowledgment is foundational to building collaborative, multi-dimensional and mutually respectful relationships.
Education and Certifications
LLM Tax, Osgoode Hall Law School (2021)
Juris Doctor, University of Calgary Faculty of Law
Bachelor of Art (Honours), University of Toronto
Family Enterprise Advisor (FEA), Family Enterprise Xchange
Canadian Securities Course
Mutual Funds License
Personal Financial Planner
Member of STEP (Society of Trust and Estate Practitioners)
Admitted to the Ontario Bar 2010
Admitted to the Alberta Bar 2019
Member of the Canadian Bar Association (CBA)
Member of the Ontario Bar Association (OBA)
Publications and Presentations
Speaker,
Essential Cross Border Tax and Estate Planning”, Professional Development Seminar, GTA Accountants Network, January 22, 2019
Co-Author,
“Deep Freeze: US Tax Implications of Canadian Estate Freezes”, STEP Journal, Pages 43-45, November 2018
Author,
"Court of Appeal Reverses McNamee: Estate Freeze Shares are a Gift, not Part of Net Family Property", It’s Personal (Preserving Wealth for People and Private Companies) Volume 4, Issue 3, September 2011, Pages 16-17
Author,
"Gifts of Shares in Estate Freeze: Part of Net Family Property?", It’s Personal (Preserving Wealth for People and Private Companies) Volume 4, Issue 2, May 2011, Pages 6-7
Speaker,
"SRED Tax Credit Program", Professional Development Seminar, Certified General Accountants of Ontario, Toronto, Ontario, December 2, 2010