As Senior Accounting Technician at Our Family Office, Kathy supports the planning and tax aspects of the firm. Her responsibilities include preparing year end financial statements, personal, corporate and trust tax return preparation, and bookkeeping.
HIGHLIGHTS OF KATHY’S CAREER TO DATE INCLUDE:
- RSSM LLP: As Manager of Estates and Trusts at RSSM LLP, Kathy specialized in assisting clients with tax compliance matters related to estate administration including tax preparation and correspondence with Canada Revenue Agency. She comes to us with over 17 years experience in tax and trust preparation.
PROFESSIONAL CREDENTIALS & QUALIFICATIONS:
- Fundamentals of Accounting from Granton Institute
- Specialized Honours undergraduate degree Kinesiology from York University
- Business scholarship from York University
North American Wealth Award Nominations 2020:
Finalist in 3 Categories
What do I want to share with my heirs about my values and life experiences while I still can?
What do other successful families do about educating future generations?
What would happen to my family and business if I were suddenly gone tomorrow?
Is it possible that there might be other tax ideas we haven’t considered yet?
Who will make the important decisions and coordinate things after I’m gone?
Do I wonder sometimes if our planning done in the past is still relevant?
Are my investments properly compensating me for the risk I’m taking?
Which of my investments or accounts are no longer serving their intended purpose?
What do I expect market returns to look like in the next five years?
What is my Strategic Asset Allocation?
