Stephen founded the accounting firm in 2006, providing tax and advisory services to both individuals and businesses. As a result of careful attention to our client’s goals, the practice has grown substantially since inception. Stephen leads an experienced professional team that provides diverse financial and business services.
Stephen first entered public accounting in 1990. He holds a Bachelor of Commerce (Highest Honours) from Carleton University and attained the Chartered Accountant designation in 1992. He completed the CICA In-Depth Income tax course and obtained the US CPA designation (registered in Illinois).
With over 25 years of experience, Stephen has expertise in taxation for individuals and businesses, such as compensation strategies, corporate restructuring, estate planning, optimization of SRED development claims and cross border planning. Stephen’s leadership ensures that all aspects of a client’s tax situation are addressed. This includes review of past and current compliance, identification of issues and communication of recommendations.
Stephen is available to consult with respect to various issues facing small to medium-sized businesses. Over the years, he has completed various part-time CFO mandates, along with managing all aspects of a client’s accounting requirements. This experience provides him with valuable insight related to financing, growth strategies and succession planning.
Tel: 613-828-6955 Ext: 106