David has extensive experience advising clients on taxation matters in corporate reorganizations, mergers and acquisitions and cross-border transactions. David helps clients with complex matters relating to estate and family business succession planning, including wills, trusts, restructuring estates to minimize tax liability and dividing business assets amongst family members and owners in the most tax efficient manner.
David’s friendly nature, exceptional communication skills and practical business knowledge enable him to simplify complicated issues for his clients in order to guide them through the planning process. In addition to advising his clients on a variety of business and personal tax planning matters, David often represents his clients in their dealings with federal and provincial taxation authorities.
Keeping up-to-date on the latest tax laws and government policies, David works closely with clients to minimize tax and commercial risks while maximizing wealth and helping them achieve their financial and family goals. David’s clients include high net worth individuals, closely held businesses, estates and registered charities. His experience in working with these stakeholders across a broad range of situations and businesses enables David to bring a wide knowledge base and diverse skill-set to the table.
Outside of the practice of law, David is actively involved with several charitable organizations. David sits on the Board of Governors of the North York General Hospital Foundation and is Vice-Chair of the Audit Finance Committee. As captain of Team Robins Appleby in the Scotiabank Hockey Pro Am, he has helped the team raise approximately $800,000 for Alzheimer’s research at Baycrest, and was the top individual fundraiser on several occasions. In addition to hockey, David enjoys golf, tennis and skiing.