Adam is passionate about tax. His education and experience have given him a broad knowledge base in both Canadian and international tax matters allowing him to advise business owners, high net worth individuals, and non-residents of Canada on a wide range of tax matters.
Adam is a designated Trust and Estate Specialist (TEP). TEP is recognized worldwide as a way to formally distinguish qualified practitioners from non-specialists who only occasionally deal with trusts and estates.
Adam is also a sought after speaker who presents at industry conferences like CPA Ontario’s Practice Management & Tax Summit – “Estate and Succession Planning” (October 2021).
Adam graduated from Brock University with a Bachelor of Accounting (First-class honours). He is a Chartered Accountant, a Chartered Professional Accountant, and a Trust and Estate Practitioner (TEP). Adam has completed both the In-Depth Income Tax Course (Parts 1-3) and the In-Depth GST/HST Course offered by CPA Canada. Adam has also completed CPA Canada’s Advanced Tax Issues for the Owner-Managed Business course dealing with estate and succession planning for owner-managed businesses.
Adam is a member of the Canadian Tax Foundation and the Society of Trust and Estate Practitioners (STEP Canada).
