As a Chartered Professional Accountant (CPA, CA) Joel has over a decade of public accounting experience providing financial advisory, corporate taxation, and assurance related services to small and medium enterprises in a variety of industries. To this point his career has developed with a focus on the mining, manufacturing, construction, transportation, and technology and communications sectors.
Joel adds value to the decision making process by helping his clients make informed decisions about their business practices, assisting them to build value while mitigating identified risk. Joel’s clients benefit from expertise in succession and estate planning, financial planning, as well as personal income tax services. An entrepreneur at heart, he is passionate about helping his clients succeed, working with management teams to overcome challenges, manage growth, and build sustainable value over the life cycle of the business.
In addition to his accounting and tax practice, Joel also provides consulting services in the area of corporate finance including; business sales, mergers, acquisitions, and inter-generational transfers by advising on business strategy, deal structure, tax efficiency, due diligence, valuation, financing and negotiating the terms of purchase or sale. He also works closely with clients in financial distress situations with debt restructuring and cash flow management.
Areas of Expertise (3)
Education and Certifications (1)
Carleton University: B. Comm., Accounting & Operations Management 2003
- Chartered Professional Accountants of Ontario