Joe is a partner with the national accounting firm BDO Canada LLP. Joe provides valuation services across much of Central Ontario including Barrie and the GTA. Joe is both a Chartered Professional Accountant (CPA) and a Chartered Business Valuator (CBV).
Joe has worked with family law lawyers and separating spouses since 1999. Joe specializes in business valuations and income determinations for spousal and child support including those with a forensic component. Joe can also assist with the preparation of net family property statements, quantifying tax liabilities, and designing tax efficient settlement agreements.
Joe completed his Collaborative Practice training in 2013 and has experience with collaborative files. While Joe has extensive experience in the traditional litigation process and has testified as an expert witness, Joe believes strongly in helping separating couples settle their financial issues cost effectively through alternatives to court such as collaborative practice, mediation, and through joint retainers which can often promote settlement of financial issues.
Joe provides free initial consultations and is able to meet with you at one of BDO’s many offices, or a location of your choice.
Having practiced in the family law area since 1999, Joe has gained extensive experience with businesses big and small in a wide variety of industries. Joe has worked equally with both business owners and non-business owners in a divorce setting.
Joe has a strong understanding of the unique valuation, income determination, and tax issues specifically related to family law. Joe also has ready access to other professionals within BDO from coast to coast where additional specialized valuation or tax expertise may be necessary.
Joe appreciates the tremendous financial and emotional stress that divorcing couples experience. Joe prides himself in completing high quality work which often leads to settlement saving clients the additional cost, risk and stress of resolving their issues in court. Joe always strives to give the best advice to his clients to obtain the desired outcome in a cost effective manner.