• Recognized in The Best Lawyers in Canada® 2008-2011 editions in the practice area of Trusts and Estates, Charities/Not-for-Profit
• Recognized in Canadian Legal Lexpert Directory as a leading Canadian Charities/Not-for-Profit Law practitioner (2006-2011)
• 2010 Winner of the Ontario Bar Association's AMS/John Hodgson Award for her exceptional contribution to and achievements in the practice of law in the charities and not-for-profit sector
• Named a 2010 Friend of the Canadian Association of Gift Planners for her exemplary vision, talent, dedication and contributions to the CAGP-ACPDP, as well as to gift planning in Canada and to the betterment of society as a whole

• National Chair, Miller Thomson Charities & Not-for-Profit Group
• Past National Chair and Executive Member, Canadian Bar Association, Charities & Not-for-Profit Section
• Chair, Canadian Association of Gift Planners Government Relations Committee
• Vice Chair Ontario Bar Association, Charities & Not-For-Profit Section Executive

• Member, Canadian Tax Foundation
• Member, Canadian Association of Gift Planners
• Member, Society of Trust and Estate Practitioners; TEP Designation
• Member, Risk Management and Governance Board’s Not-For-Profit Organizations Task Force (Canadian Institute of Chartered Accountants)
• Member, Technical Advisory Committee of the Canada Revenue Agency Charities Directorate
• Member, Imagine Canada Advisory Council

• Completed Canadian Institute for Chartered Accountants Indepth Tax Course, January, 1991
• L.L.B., Osgoode Hall Law School, York University, 1983
• Queen's University, 1978-80

Publications

• Innovative Communities: Agents of Change, Horizons - The State of Social Enterprise in Canada (February, 2011)
• Gifting New and In-force Insurance Policies to Charities - Issues That a Charity Must Take Into Consideration, Insurance Planning, Volume XVI (April 2010)
• Proposed New Uniform Charitable Fundraising Act May Harmonize fundraising Licensing Across Canada (with Robert Hayhoe) – The Exempt Organization Tax Review (October, 2005)
• Donor Advised Funds:  A Growing Option for Canadian Philanthropy, STEP Inside (Summer 2005)
• Co-author Robert Hayhoe, Charities Update: 2004 Budget Proposals, 2004 CTF Conference Report, 8:1-8:35.
• Co-author Robert Hayhoe, Recent Developments in Charities/Not-for-Profit Law, 2004 Canadian Legal Lexpert Directory
• Third party civil penalties: what every charity and gift planner should know (2003)
• Current issues for charities and CCRA charity audits, Charities and Not-For-Profit Group Seminar (Vancouver, BC: Miller Thomson, January 30, 2003)
• Recent developments in the law affecting charitable donations, Wealth Management: Innovative Strategies for High Net Worth Clients (Toronto: Insight, February 2002)
• A Canadian cross-border fundraising, Canadian Association of Gift Planners (Toronto: CAGP, October 26, 2001)
• Charitable donations, Tax, Trusts and Estates: the World Collide (Toronto: CBAO, September 12, 2000)

Newsletter Articles

• New Compliance Obligation for Charities Issuing Large Receipts – Clarified (December, 2005)
• Solicitor-Client Privilege in the New World of Intermediate Sanctions (November, 2005)
• Uniform Law Conference Approves Uniform Charitable Fundraising Act for Implementation Across Canada, Charities and Not-For-Profit (September 2005)
• The Australian Government Tackles the Question - What is a Gift?, Charities and Not-For-Profit (October 2005)
• CRA's Charities Outreach and Partnership Program, Charities and Not-For-Profit (June 2005)
• Official Donation Receipts - New Rules for 2005?*, Charities and Not-For-Profit (February 2005)
• Senate Committee Recommends Enhanced Tax Recognition for Charitable Giving, Charities and Not-For-Profit (January 2005)
• The Mechanics of the New Disbursement Quota, Charities and Not-For-Profit (December 2004)
• The Private Giving Foundation Donor Advised Fund, Charities and Not-For-Profit (October 2004)
• BC Proposes Repeal of Securities Act Charities Exemption, Charities and Not-For-Profit (August 2004)
• Bad Will Drafting Prevents Charitable Donation Tax Credit, Charities and Not-For-Profit (June 2004)
• Intermediate Sanctions and Appeals, Charities and Not-For-Profit (Federal Budget Special)
• Registered Charities and Political Activities, Charities and Not-For-Profit (May 2003)
• 2003 Federal Budget, Charities and Not-For-Profit (March 2003)
• Another Charity De-Registered for Foreign Activities, Charities and Not-For-Profit (January 2003)
• Gordon Floyd on Current and Emerging Issues in Philanthropy, Charities and Not-For-Profit (December 2003)
• Registered Charities and Political Activities, Charities and Not-For-Profit (November 2003)
• Trands in Charitable Giving, Charities and Not-For-Profit (September 2002)
• Rectification Order Obtained, Tax Notes (Winter 2002)
• Congratulations, Charities Directorate, Charities and Not-For-Profit (April 2002)
• Change to CCRA Registration Policy, Charities and Not-For-Profit (April 2002)
• Book Review, Tax Notes (Spring 2001)
• Rectification Revisited — The Ontario Court of Appeal Upholds Juliar, Tax Notes (Spring 2001)
• Recent Trends in Charitable Giving, Charities and Not-For-Profit (Summer 2001)
• Registering Your Charity—Can It Get Any More Difficult?, Charities and Not-For-Profit (Spring 2001)
• Urgent Note to Canada Corporations Act Companies, Charities and Not-For-Profit (Spring 2001)
• Re Juliar—It Is Finally Over, Tax Notes (Summer 2001)
• Rectification - The Juliar Decision, Tax Notes (Fall 2000)
• A New Capital Gains Rollover - A Small Business Investment Incentive, Tax Notes (Spring 2000)

• Comments on CRA Fundraising Guidance, Canadian Tax Journal, 2010 Issue 58.3