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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