Travis came on board 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 Charted Professional Accountant & Charted 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.
When not serving clients, Travis enjoys travelling, golfing, and staying active. He also donates his time and expertise by assisting with tax preparation for low-income individuals.