About: Catherine brings over 24 years of accounting, tax and advisory experience.   She specializes in investment accounting and tax compliance helping high-net-worth individuals optimize their tax positions and preserve wealth. Catherine has a broad range of experience working with various entities including partnerships, trusts, charities, corporations and proprietorships. Along with providing full-service accounting and tax compliance, Catherine also supports her clients with compensation strategies, charitable giving, and estate and tax planning. Catherine’s dedication has led to building long-term relationships with clients and in doing so she has become their trusted advisor for all tax and wealth preservation matters. Education and experience: Catherine graduated from McMaster University in Honors Commerce specializing in accounting with a minor in economics. After graduating she worked at a national firm based in Toronto and then a medium sized firm in Mississauga.  Catherine obtained her CPA, CA in 2003 and completed the CPA Canada In-Depth Tax Program in 2005.  To continue to stay current, she completes various professional development courses, along with Part 1 and 2 of the In-Depth Tax Program in 2018 and 2019. Personal Life: Catherine values quality time with her loved ones. When not engaged in her professional pursuits, she can often be found surrounded by family, creating lasting memories. She also finds joy either on the curling rink or the volleyball court enjoying the camaraderie of her teammates.