Travis joined the Firm as a Senior Tax Manager in 2020. He works with clients to provide personal, corporate, trust & estate tax compliance and planning services to owner-managed businesses of all sizes. Travis’s experience includes assisting clients with shareholder remuneration strategies, tax-efficient corporate structuring, business succession planning and estate freezes, purchases and sales of businesses, estate and post-mortem planning, family trust planning, and resolving tax disputes with the Canada Revenue Agency on behalf of clients.
Travis completed his Honours Bachelor of Commerce degree from McMaster University in 2009 and received his Chartered Professional Accountant & Chartered Accountant Designations in 2014. He has also completed a number of courses, including CPA Canada In-Depth Tax Course – Parts I – 3 in 2018 and the CPA Canada In-Depth Tax Issues for the Owner-Managed Business course in 2019. Travis has also been recognized for his contribution to the writing of ‘Chapter 5: The Use of Professional and Personal Service Corporations’ in Taxation of Private Corporations and Their Shareholders, 5th ed. (CTF, 2020).
When not serving clients, Travis enjoys traveling, golfing, and staying active. He also donates his time and expertise by assisting with tax preparation for low-income individuals.
Committee and Team Involvement
Construction and Real Estate Specialty Group
Professionals Specialty Group