My approach as a Canadian tax, trust and estate lawyer is to blend legal insight with emotional intelligence, translating complex tax and non-tax matters into clear, actionable guidance.  Often serving as a trusted advisor in international and cross-border estate and trust planning, I also frequently handle complex disputes with Canada Revenue Agency.  Since tax is not a siloed specialty, my role is to act as a strategic cornerstone in helping my clients achieve their desired result with clarity, confidence and even a sense of ease.

Through my role as a director of the Society of Trust and Estate Practitioners, and as the host of a highly-rated tax podcast, I have ongoing conversations with leading experts and a front-row seat to the evolving landscape of tax and estate planning globally.  Bringing this experience to my practice allows me to support clients with a technical depth and real-world insight.

Client needs have become increasingly multifaceted, with cross-jurisdictional considerations now the norm rather than the exception.  It is rare to encounter a client whose planning is not influenced by factors such as international assets or beneficiaries, blended family dynamics, or long-term dependency considerations. 

As these complex planning considerations often intersect with contentious tax issues, my tax litigation practice is a natural extension of the advisory work.   While I love the courtroom and have extensive experience in running trials, I am equally focused on achieving efficient and strategic resolutions for my clients. Whether that means negotiating a favourable settlement or advancing a matter through litigation, I tailor my approach to the needs and risk tolerance of each client. 

I am passionate about making tax law accessible and engaging, while demystifying complex issues for diverse audiences. I am frequently invited to speak at industry conferences and professional events on topics such as tax litigation, trust and estate planning, and complex estate administration.