
EDUCATION HIGHLIGHTS
June 1974

Honours Graduate in
Financial Management
Technology ( Finance)
British Columbia Institute
of Technology [BCIT].
Awarded BCIT and
industry
Academic Achievement Awards
upon graduation including:
*
BCIT
Technology Alumni Silver
Medal and Technology Award
for top student in
Financial Management
Technology.
* The Wall Street
Journal - Dow Jones &
Company Silver Medal for Security Analysis.
* Canada Permanent Trust
Company Scholarship for
Finance, Money and Banking.
December 1975
National Revenue
Tax College Technical
Institute Recruitment Level
Training Program graduate.
16 months specialized training
in tax law and audit investigation
techniques. Completed 40 in
depth tax
law lessons in a formal classroom
environment including
lectures, exams and
supervised field audit
assignments.
Indirect methods of income
verification including
principles and techniques of
net worth assessments.
June
1980

Certified
General Accountants course
of study
and certification through the
University of British
Columbia.
Graduated as a Certified
General Accountant of
British Columbia - C.G.A. Association of British
Columbia.
18 year member in good standing of
the C.G.A. Association of
B.C.
Retired as a member in
June 1998.

PD Seminars Team Leadership
and Group Dynamics
Real
Estate Pre-licensing
UBC
Sauder
School of Business.
Real
Estate Project Marketing
Systems and Methods.
The Continuing Legal
Education Society of BC
British Columbia Civil Trial
Handbook 2005
British Columbia Annual
Practice 2006
Commercial
Litigation - 2009 Paper 1.1
Litigation
Strategy Part 1
© E. Jane Milton, Q.C. 64th
edition
Canadian
Master Tax Guide
Extensive study
of
Canadian Tax Case
Divorce
audits and mediation of
financial settlement
Income Tax Act audit
representation
Excise Tax Act audit
representation
Indirect methods of
income verification
Economic
analysis and present value
of future income
Financial
Disclosure in
Business
Securities and
Litigation
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