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Last updated: Sept. 16, 2014.
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Professional and Business Memberships

Ontario Institute of Chartered Accountants:

1964 to present.


Canadian Institute of Chartered Accountants:

1964 to present; Completed its In-Depth Tax Course 1985.


Canadian Tax Foundation:

1962 to 2007.


Canadian Association of Management Consultants:

1969 to present.


Mississauga Board of Trade:

1992 to 2006.  Served on several committees, including the Independent Business Committee.  



Professional Experience

  • Practising Chartered Accountant for over 40 years

  • Management Consultant for over 35 years

  • Computer user since the mid 1980s

  • Teacher, lecturer and author of tax, accounting, and computer topics

  • Tax consultant to clients and other accounting firms

  • Tax compliance: preparation of income tax returns for corporations, individuals, estates and trusts; tax rollovers; amalgamations; GST Returns; payroll, and provincial sales tax return

  • Preparing financial statements (audited and unaudited) for businesses, non-profit organizations, trusts, estates, joint ventures, tax shelters, consolidations and amalgamations, individuals and other accounting firms

  • Computing amortization schedules for mortgages and loans

  • Beta tested electronic tax software for CCH Canadian Ltd.

  • Lectured and taught taxation, accounting, and “price and wage controls” at universities, businesses, other accounting firms, the Institute of Chartered Accountants and at venues for the Registered Industrial Accountants

  • Lectured to the Personal Computer Club of Toronto on Internet Spam, taxation, and currently host its MS Office Special Interest group

  • Wrote newspaper articles for Ontario Institute of Chartered Accountants regarding Starting Your Own Business (SYOB), and Understanding Mortgages; did a radio show on SYOB as well

  • Bottom Line Magazine: Published a Goods and Service Tax (GST) article; Mississauga Board of Trade Journal: published GST article again as well as one on payroll taxes, and

  • Published articles and led meetings about important tax cases and changes for the partners and staff of several accounting firms