My dad was a small-business owner, so growing up I had a chance to learn about business from him. It just seemed natural for me to eventually work with owner-manager clients—only I wasn’t exactly sure how. What I did know was that I wanted to build a career in business and finance. I had a fantastic accounting teacher in high school who piqued my interest in the field then, after taking courses in university, it reinforced the hunch that this was the right career for me.
I went on to graduate from Wilfrid Laurier University in 2001, wrote the Uniform Final Exam in 2003 and received my Chartered Accountant designation in 2004. I started working at A+M in 2009 as a manager and became a partner in 2016.
What drives me
Along the way I completed co-op work terms for an auto parts manufacturer and at a mid-sized accounting firm. I enjoyed the mid-sized accounting firm culture and the ability to work with many different types of clients by providing accounting, assurance and tax services. I was able to help them with their business and individual compliance reporting requirements, as well as their operational needs.
That’s when I realized that I enjoyed working with clients in different industries—and public accounting was a great path to learn, while experiencing new challenges and opportunities. Knowing what I wanted to do and the clients I wanted to serve helped to narrow down the kind of accounting firm where I wanted to build my career. That’s what led me to A+M.
What I quickly learned is that this is not your typical accounting firm, which probably explains why we’ve been around for nearly a century. We take the time to get to know our clients so we can help them achieve their goals. We ask the ‘why’ before we suggest the ‘how.’ That means working to build trusting relationships, so they know they can rely on us to provide valuable and accurate advice. It’s about taking the time to explain strategies to our clients so that they understand and can make the best decisions for themselves and their businesses.
We have a strong family culture where everyone knows each other’s names and we spend time together both inside and outside of the office. I love it when clients tell us that we’re not stereotypical accountants. We support one another and jump in to help when needed (much of the time without needing to be asked). We also work to give back to the community. I’m a current member of the Finance Committee for York Hills Centre, which is a non-profit organization that helps families and youth through their mental health journey. I’m also an active participant with the Brampton Board of Trade.
Advice for clients
“It’s easier to ask questions and organize as you go along, rather than trying to change something after it’s been done. We’re here to help!”
- Shopping (specifically finding a good outlet deal)
- Spending quality time with friends at the beach and cottage
- Sports! (Baseball, golf, volleyball, running, kayaking and paddleboarding)
- Running (So far, I’ve completed nine half-marathons)