Book Emily
A CPA, CA and former Big Four partner who makes tax and money genuinely understandable — and, frankly, warm. Available for podcasts, panels, keynotes, and expert commentary on Canadian tax and the psychology of money.
Recent commentary
Plus commentary on Eastlink TV on tax considerations for aging Canadians and their families.
On stage
What I speak about
Signature keynote — "Money & Mind: The Psychology Behind Every Client Decision." The inherited beliefs, hidden scarcity, money shame, and identity shifts that quietly drive every client's financial choices — and the conversations advisors aren't having yet. Built for advisor audiences and firm teams; delivered at the Advocis Northern Ontario Education Summit, 2026.
- Should you incorporate? A clear-eyed look
- How to pay yourself: salary vs. dividends, done plainly
- Staying onside: the CRA, records & audits — without the fear
- Putting profits to work: investing inside your corporation
- Selling your business & the Lifetime Capital Gains Exemption
- The psychology of money — identity, scarcity & success
Bring Money & Mind to your team.
A keynote or half-day workshop that gives advisors the language for the emotional layer behind every client decision — the inherited beliefs, hidden scarcity, money shame, and identity shifts that quietly drive retention. Practical, warm, and drawn from 16 years in practice and a life lived on both sides of money.
The 5-Question Client Discovery Guide
The five questions I add to client discovery to surface the money story behind the numbers — the ones that deepen trust and keep clients for life. Yours free.
Let's talk.
For speaking, media, or expert commentary, reach me directly — I reply quickly.
Get your bearings, once a month.
One friendly email a month: what changed in Canadian tax and what to do about it — distilled for owner-managers. No spam, unsubscribe anytime.