Presentations, Articles & Publications
Articles and Publications
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Subject matter expert, "Turn those tough financial talks into united lifelong goals", CPA Canada, 2022
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Co-contributor, "Questions about real estate, family, finances and more", Qualified Advice column, MoneySense, 2021
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Subject matter expert, "FIRE-d Up For Retirement", Morningstar, 2021
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Subject matter expert, "Ask the Experts: RRSPs in COVID", Morningstar, 2021
- Co-contributor, "The Question" on withdrawing from RRSPs (scroll to bottom), Money123, 2020
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Subject matter expert, "Know the warning signs when sniffing out financial infidelity", CPA Canada, 2020
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Subject matter expert, "Be wary of adding a COVID-19 surcharge to your business, experts say", CPA Canada, 2020
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Subject matter expert, "4 tips to help couples keep on top of their finances during COVID-19", CPA Canada, 2020
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Subject matter expert, "Is an RRIF the best option for your RRSP?", CPA Canada, 2019
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Subject matter expert, "How an annuity can help balance your retirement portfolio", CPA Canada, 2019
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Subject matter expert, "Converting your RRSP to a RRIF: get your timing right", CPA Canada, 2019
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Subject matter expert, "When is an RRSP right for you?", CPA Canada, 2019
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Subject matter expert, "RRSPs: when to invest", CPA Canada, 2019
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Co-author, “Rise of public-private partnerships; how to prevent the fall”, Deloitte Insights, 2011
Speaking Engagements
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Speaker, “Estate planning”, Financial Literacy Program, Chartered Professional Accountants of British Columbia, 2023
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Speaker, “10 Healthy Habits of Financial Management”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2022
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Speaker, “Effective tax strategies”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2022
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Speaker, “Estate planning”, Financial Literacy Program, Chartered Professional Accountants of British Columbia, 2022
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Speaker, “How to teach your kids about money”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2022
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Speaker, “Estate planning”, Financial Literacy Program, Chartered Professional Accountants of British Columbia, 2022
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Speaker, “Effective tax strategies”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2022
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Speaker, “Estate planning”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2021
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Speaker, “Planning for retirement”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2021
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Speaker, “Estate planning”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2021
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Speaker, “Planning for retirement”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2019
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Speaker, “Financial planning for retirement”, workers of national grocery and retail stores, 4 sessions, 2019
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Speaker, “Effective tax strategies”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2019
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Instructor, Financial Planners Standards Counsel-Approved Capstone Course, 2019
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Co-Masters of Ceremonies, "Mastering money conference 2018 - education to action", CPA Canada, 2018
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Moderator, "The policymakers and role of government", Mastering Money Conference 2018, CPA Canada, 2018
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Moderator, "Preparing the next generation - succession planning and demystifying the process", Mastering Money Conference 2018, CPA Canada, 2018
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Moderator, "Scaling businesses, insights from those in the know", Mastering Money Conference 2018, CPA Canada, 2018
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Speaker, “Financial planning for retirement”, global freight and delivery company, 2018
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Speaker, “Effective tax strategies”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2018
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Speaker, “Financial planning for retirement”, workers of national grocery and retail stores, 4 sessions, 2018
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Instructor, Financial Planners Standards Counsel-Approved Capstone Course, 2 terms, 2018
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Speaker, “Financial literacy”, local church, 2018
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Speaker, “Financial planning for retirement”, local municipality, 2017
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Speaker, “Effective tax strategies”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2017
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Speaker, “Planning for retirement”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2017
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Speaker, “Financial planning for retirement”, global freight and delivery company, 2017
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Speaker, “Financial planning for retirement”, workers of national grocery and retail stores, 3 sessions, 2017
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Speaker, “Financial planning for retirement”, The University of British Columbia Continuing Studies, 2017
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Instructor, Financial Planners Standards Counsel-Approved Capstone Course, 2017
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Speaker, “Own your own financial future”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2017
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Speaker, “How to choose and evaluate a financial advisor”, The University of British Columbia Association of Professors Emeriti, 2017
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Speaker, “Top five mistakes start-ups make”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2 sessions, 2017
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Speaker, “Financial planning for retirement”, workers of national grocery and retail stores, 2017
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Speaker, “Financial stewardship”, business student’s university club, 2017
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Speaker, “Financial literacy”, local church, 2017
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Instructor, "Personal Financial Planning 2", British Columbia Institute of Technology, 2 semesters, 2016
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Speaker, “Identity theft protection”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2016
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Instructor, "Fundamentals of Securities", British Columbia Institute of Technology, 1 semester, 2016
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Speaker, “Financial planning for retirement”, workers of national grocery and retail stores, 2016
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Panelist, “Finance Panel”, Pathways Conference, Simon Fraser University Beadie School of Business, 2016
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Speaker, “Financial literacy”, local church, 2016
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Speaker, “Financial planning for retirement”, workers of national grocery and retail stores, 2015
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Speaker, “Financial literacy”, local church, 3 sessions, 2015
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Speaker, “Financial literacy”, national church, 2014
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Speaker, “Financial literacy”, local church, 3 sessions, 2014
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Speaker, “Tax planning”, Society of Translators and Interpreters of British Columbia, 3 sessions, 2014
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Speaker, “Financial literacy 101”, local church, 3 sessions, 2014
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Speaker, “Introduction to taxes”, Young Investor Program, 2014
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Speaker, “Income taxes”, provincial health authority, 2013
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Speaker, “Retirement planning”, local church, 2013
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Speaker, “Income taxes”, Young Chartered Accountants Forum, Institute of Chartered Accountants of British Columbia, 2013
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Speaker, “Personal finances for university students”, Financial Literacy for Youth Program, UBC & UBC Consulting Club, 2013
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Speaker, “Personal income tax update”, Financial Literacy Counsel Incorporated, 2013
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Speaker, “Retirement readiness”, provincial health authorities, 2013
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Speaker, “Income taxes for business professionals”, regional chamber of commerce, 2013
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Speaker, “Retirement readiness”, provincial health authorities, 2013
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Speaker, “Retirement readiness”, local church, 2013
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Speaker, “Wealth preservation in retirement”, National insurance brokerage firm, 2013
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Speaker, “Retirement planning”, local church, 2012
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Speaker, “Income taxes”, local church, 2012
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Speaker, “Income taxes”, local church, 2012
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Speaker, “Income taxes”, local church, 2012
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Speaker, “Income tax issues for the naturopathic doctor”, BC Naturopathic Association, 2012
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Speaker, “Debt and taxes”, local church, 2012