Shawn is both a Canadian accountant and US CPA. He is focused on tax, with specialties in Canadian, US, and international tax. A tax practitioner of 15 years in both Canada and the USA, Shawn is a member of both the California Board of Accountancy and the Chartered Professional Accountants of Ontario. Having lived and practiced accounting in both Canada and the United States, Shawn brings real-world experience within both tax cultures.
Shawn has a particular interest in planning for business owners and individuals building their businesses and planning for retirement. Shawn is the firm’s non-resident tax expert and enjoys planning cross-border solutions for clients.
Shawn earned a Bachelor of Business Administration from Western University in 1995 and is completing a Masters in Ethics at St. Michael’s University, Toronto. He has also completed some of his accounting studies at the University of California Los Angeles (UCLA).
Shawn is active in the tax community in Toronto. He is a member of the Estate Planning Council of Toronto and the Society of Trust and Estate Practitioners, a global estate planning association.
Away from work, Shawn enjoys building community and is extremely active in leading several non-profit initiatives for low-cost housing, community outreach, and running community arts organizations. Shawn also sits on the board of the Ontario College of Naturopaths.
When not pursuing any of these interests, Shawn can be found playing golf, tennis, or squash, or enjoying time with family.