Dale is a Partner in the International Private Client Services (PCS) team, specializing in cross-border tax solutions. His deep expertise in both Canadian and U.S. income tax makes his guidance uniquely valuable to clients with international ties.

A Canadian CPA (CA), U.S. CPA (Illinois), and a Trust and Estate Practitioner (TEP) certified by STEP Canada, Dale brings extensive experience in cross-border structuring, tax compliance, and immigration matters. His nuanced understanding of complex international tax landscapes enables clients to navigate cross-border financial issues with confidence.

Before joining our team, Dale spent over a decade at a boutique tax law and public accounting firm, further honing his specialization in high-net-worth and cross-border client services.