Tom is a partner with Pushor Mitchell LLP who serves a wide range of clients in the areas of income tax appeals, tax and estate planning, wealth management, trusts, incorporations, corporate reorganizations, charities law and family foundations.
For over 35 years, Tom has been helping business owners, professionals, and high income and high net worth individuals to create tailored solutions to avoid tax problems and minimize taxes, drawing upon both his extensive experience in tax planning and conducting income tax and GST appeals and his numerous dealings over many years with the Canada Revenue Agency.
Tom advises family-owned businesses on matters relating to business succession, corporate reorganizations, family trusts, and tax minimization strategies, helping clients to protect their assets and to create tax planning strategies for the future. Tom also assists high income and high net worth individuals with estate planning strategies, alter ego and joint spousal trusts and advises clients with tax-efficient charitable giving. He has established many non-profit societies, registered charities and private foundations.
Tom has both a law degree from the University of British Columbia and a Bachelor of Business Administration degree from Simon Fraser University. He has also completed the three-year In-Depth Tax Program from the Canadian Institute of Chartered Accountants (CICA), as well as the Advanced CICA Corporate Reorganizations Course, the Wealth Preservation Course and the International Tax Course.
He has authored numerous articles on tax, estate planning and company law and is a frequent presenter and seminar leader on topics relating to tax, trusts, estate planning and ethics.
A Kelowna resident since 1992, Tom has been active in several professional and community initiatives including:
Past President and Director of the Kelowna Bar Association
Past President and Director of the Kelowna Museums Society
Past Director and Chair of the Board of the Central Okanagan Foundation
Past Director and President of the Kelowna Estate Planning Society
Tom was also the Past Director and Chair of the Board of the Continuing Legal Education Society of BC (“CLEBC”) and is a contributing author for the CLEBC Company Law Practice Manual.
Tom was elected as the Bencher of the Law Society of British Columbia for the Okanagan District and served for the maximum of four terms (8 years). He is now Life Bencher of the Law Society of BC.
Tom was appointed as “Queen’s Council” in 2020 (now called “King’s Council or K.C.”).
Away from the office, Tom enjoys skiing, biking, fitness, traveling, and spending time with his children and grandchildren.
For more information about the tax dispute services provided by Pushor Mitchell’s tax lawyers, or to learn more about the tax dispute process in Canada, please visit www.taxdisputehelp.ca.
*Providing services through a law corporation.
