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Team Lead, Taxation

As Team Lead, Taxation Iris works closely with clients optimizing their overall tax position through the delivery of customized Canadian and US tax advice and in the preparation of their annual income tax returns.

Iris has over 25 years of experience supporting high net worth families with their personal, corporate and Canadian estate & trust accounting and tax needs. Prior to joining WealthBridge, Iris was a Senior Manager with one of the “Big Four” accounting firms specializing in cross-border Canada-US personal tax planning, consulting and compliance.

Iris studied finance and accounting at the University of Calgary graduating with a Bachelor of Commerce (BComm). She then went on to become a Chartered Accountant (CA) and a Certified Public Accountant (CPA) registered in North Dakota (USA). She has completed the Canadian Institute of Chartered Accountants (CICA) In-Depth Tax Course (Parts 1 and 2) and Wealth Preservation Course.

Iris has instructed the Advanced Cross Border Tax Course offered by the Institute of Chartered Accountants of Alberta, and she is a member of the Canadian Tax Foundation.

Iris and her husband are active parents with four young adult children at home. In her free time, Iris enjoys trying new restaurants, travel, golf and maintaining her childhood hobby of building Lego.