Partner, Tax – National Tax Leader Financial Services
KPMG in Canada
Joseph leads the financial services practice nationally for the firm and has a dedicated specialization in financial services taxation serving clients in the banking, wealth and asset management, private equity, banking, capital markets and broker dealer taxation matters. In addition to leading the wealth and asset management tax practice. Joseph also advises clients on tax accounting and tax risk governance matters. During Joseph’s career he also has practised outside of financial services in the resources, power and utilities, life sciences, and technology industries.
BASc, McMaster University
Post Graduate diploma in Accounting and Finance, Wilfrid Laurier
Tax advisory committee member, AIMA, CETFA, IFIC, CVCA, and PMAC
Joseph is a published author and speaker for CTF, TEI and CPA Canada