Global Family Office Experts

Qualifications, training and accreditation

• Public accountant for over 35 years
• Managing partner of a firm with other 35 people
• Awarded fellowship; the highest designation that the institute confers. Recognition of exceptional achievements and service
• Obtained Certified Fraud Examiners designation 2011
• Expert witness in court proceeds regarding accounting and forensic matters

Past and Present Positions

• Former Board member, and Chair of Finance, Humber River Hospital – over $1.0b in assets, revenues over $500m
• Former Chair, Humber River Hospital Foundation
• Former Chair of Finance for HRHF, responsible for overseeing management of various donor Funds
• Chair Advisory Board, Niagara University Vaughan, Ontario
• Founding Member, Mayor Maurizio Bevilacqua Scholarship Fund
• Former Board Member for the Vaughan International Commercialization Centre
• Former Vice Chair of Small Practices Committee of CPA Ontario

Principle professional specialisms

• Advisor to various Private Enterprises and their Entrepreneurial owners
• Assisted and participated with growing Private Enterprises
• Part of family office of very well-known Toronto family with high net worth
• Lead advisor for sale and purchase of various entities
• Former trustee responsible for all the assets in a blind trust for a politician
• Testified as expert witness in accounting and fraud matters