I am a Chartered Business Valuator and a Chartered Professional Accountant (having qualified as a Chartered Accountant).  I have over 15 years of professional experience providing financial advisory services to public and private companies in a diverse range of industries.

I have prepared business valuations for litigation matters such as matrimonial disputes, shareholder disputes, expropriations and wills variation claims, as well as for non-litigation matters such as corporate reorganizations and other estate planning initiatives.  I have also prepared expert reports regarding the income available to a spouse for child and spousal support purposes (typically referred to as guideline income reports).

Professional Memberships

• Canadian Institute of Chartered Business Valuators (2014)
• Chartered Professional Accountants of British Columbia (2012)
• Chartered Professional Accountants of Canada (2012)

Professional Affiliations

• Director, Vancouver International Arbitration Centre (2023 – current)
• Director, BC Collaborative Roster Society (2024 – current)
• Member, Collaborative Divorce Vancouver (2017 – current)
• Member, BC Expropriation Association (2024 – current)

Award

2023 CBV Ambassador of the Year 

The Ambassador of the Year Award pays tribute to an exceptional volunteer for distinguished service in advancing the Canadian Institute of Chartered Business Valuator’s programs, services and goals.

Relevant Professional Experience

• Daum Terpkosh Valuations LLP (2024 – current) – Partner
• Blair Mackay Mynett Valuations Inc. (2017 – 2024) – Associate
• Grant Thornton LLP (2015 – 2017) – Senior Manager
• Deloitte LLP (2014 – 2015) – Manager
• BDO LLP (2010 – 2014) – Associate 

Education

• Bachelor of Business Administration (Finance), University of Iowa (2006)
• Diploma in Accounting, University of British Columbia (2009)

Seminars and Speaking Events

• Speaker and co-author, “Introduction to Business Valuations for Lawyers,” The Continuing Legal Education Society of British Columbia, 2024

• Speaker and co-author, “Section 19 and Distributive Taxes,” The Canadian Bar Association, 2023

• Speaker and co-author, “Minority Report: Nuanced Issues Relating to Minority Discounts,” The Continuing Legal Education Society of British Columbia, 2022
• Speaker and co-author, “Lawyers’ Use of Financial Statements,” The Continuing Legal Education Society of British Columbia, annually from 2017 – 2023

• Speaker and co-author, “Discretionary Trusts,” The Canadian Bar Association

Publications

• Co-author, “Financial Issues in Family Law,” The Continuing Legal Education Society of British Columbia, 2023
• Co-author, “Distributive Taxes,” The Continuing Legal Education Society of British Columbia, 2022