Experience & Expertise
Adrian has over 23 years of work experience. He started his working career in the management consulting unit of a Big Four accounting firm. Then he moved into the beer industry before transitioning full-time into private practice. As part of his beer industry experience, he played a pivotal role in the growth of Steam Whistle Brewing, having overseen its finance function for many years.
His ability to work with entrepreneurs has made him a much sought-after person among other entrepreneurs who are keen to secure his services to also assist their businesses and personal financial needs. Adrian offers a personalized service level that has made his clients continually refer him to family and friends.
Before moving to Canada, Adrian had completed the accounting exams of two UK Professional Accountancy bodies – the Chartered Institute of Management Accountants (CIMA) and the Association of Chartered Certified Accountants (ACCA), both of which he holds Fellow Member status. During the Stage 2 CIMA Exams of Nov 1996, Adrian achieved the second highest aggregate globally amongst the 5,798 students who sat for that particular stage. Upon moving to Canada, Adrian also completed the needed certification requirements to be a Certified General Accountant in Ontario.
Early on in his career, Adrian realized the benefits of also having a marketing designation. He went on to complete the Chartered Institute of Marketing UK Exams and is an Associate Member of the Institute. The marketing designation has gone a long way in moulding Adrian to be a person who is able to see the entrepreneurial work and work with them to realize their dreams passionately on an ongoing basis.
Adrian is also a TEP (Trust and Estate Practitioner). He is a full member of Society of Trust and Estate Practitioners, a global body dealing with estate and wealth planning across generations, having completed the diploma program of the Canadian body and met their experience requirements. He continues to invest in professional development at staying abreast of the all new tax developments so he could continue to develop and improve his offerings to meet the current and future needs of his clients.
Besides his busy professional life, Adrian is married and has three children. He starts off his day around 4am by either hitting the gym, watching cricket or reading professional materials. Adrian spends most of August vacationing with his family; often on long road trips, living his dreams.
TEP – Society of Trust and Estate Practitioners (STEP)Canadian Tax Foundation – Member
Chartered Institute of Marketing UK – Associate Member (ACIM)
Fellow Member of Chartered Institute of Management Accountants (UK)
Fellow Member of Association of Chartered Certified Accountants (UK)