Michael joined Wellington-Altus in May 2022 and is based in Kelowna, BC, where he works primarily with advisory teams and their clients in interior British Columbia. Michael has a strong background in Canadian income tax and, combined with his TEP designation, excels at addressing his clients’ wealth needs.
Prior to joining Wellington-Altus, Michael dedicated 10 years to gaining experience and knowledge in a public accounting practice setting, primarily specializing in Canadian domestic taxation. Within this role, Michael provided domestic tax expertise to owner-managed businesses with a focus on corporate reorganizations, and succession and estate planning. These experiences resulted in Michael becoming a technical leader within the firm, educating both tax and non-tax professionals on timely topics to ensure they had the knowledge required to help their clients navigate the current tax and business environment.
Michael graduated from Okanagan College with a Bachelor of Business Administration with an accounting specialization. Michael has also obtained his CPA, CA and TEP designations.
Outside of work, Michael enjoys taking in everything the Okanagan has to offer. He is an avid road cyclist and mountain biker. Michael is also a facilitator for the CPA Canada “In-Depth Tax Program” and is the Member Services Officer for the STEP Canada Okanagan Chapter.