Partner | B.A. , C.A. , C.P.A.(Illinois), TEP
Bachelor of Arts, Major in Psychology and Minor in Political Science, York University , Toronto , 1975.
• Chartered Accountant, Ontario , 1978.
• Chartered Accountant, British Columbia , 1984.
• Chartered Accountant, New Brunswick , 1984.
• Chartered Accountant, Nova Scotia , 1987.
• Certified Public Accountant , Illinois USA , 1999.
• Society of Trust and Estate Practitioners, London England , 2000
Professional Work History
• C.A. student, Toronto , 1975 - 1978.
• Staff Chartered Accountant, Toronto , 1978 - 1982.
• Partner, Local C.A. firm Toronto , 1982 - 1992.
• Sole practitioner, Markham, 1992 - 1996.
Partner in merged practice, Parker, Garber & Chesney, Markham/Richmond Hill Ontario , 1996 - present.
Practised almost exclusively in the tax area since obtaining C.A. in 1978. Lectured to groups, including Chartered Accountants and other professional bodies, on the uses and taxation of trusts and tax planning and consult with leading financial institutions in Canada concerning the use of trusts and provide advice to financial institutions related to the effects of U.S. taxes on Canadian residents.
Significant dealings in the area of tax planning for professionals and the entertainment and sports business and have consulted for tax issues to various dental organizations including Nova Scotia Dental Society, New Brunswick Dental Society, Ontario Dental Association and Canadian Dental Association.
Commentator for tax issues for Rogers Television York Region.
Served as a member of the Board of Directors and a member of the Financial Review Committee for Leo Baeck Day School for 5 years. During that time brought the school from a deficit position to running a budget surplus, raised the required funds for and built a new facility in Vaughan, increased enrolment by almost 50% and provided for the means for the school to repay all of it’s debt.
Subsequently joined the Board of Directors and became the Treasurer of The Dunblaine School, a school for children with learning disabilities, located on Toronto. Raising the needed funds to move the school into a more appropriate environment and established policies for financial responsibility that have helped to maintain the viability of the school for the future. Also acted on behalf of the school in appearing before the Assessment Review Board.
Acted as a board member for the Interactive Management Simulation program for Rotman School of Business at University of Toronto for the Commerce and MBA programs.
Currently chairperson of the Golf Committee for the Alzheimer Society of York Region Charity Tournament.