As a partner in the Grant Thornton Tax practice, Lori specializes in providing clients with a range of transfer pricing services. Leveraging 17 years of transfer pricing experience, and nine years as an economist for the federal government, she supports clients in the areas of planning, documentation and transfer pricing controversy at the field, appeals and competent authority levels.
Throughout the years, Lori has helped many clients navigate the (APAs) advance pricing arrangements process, determine a sound and defensible transfer pricing model, acquire representation with the respective authorities and achieve successful restructurings. Her career has taken her across the world, allowing her to gain transfer pricing experience in the United States, South America, Europe and Asia. She participated in the first Canadian-US joint audit–and worked extensively with the first entrant into the US Client Assistance Program (CAP). Her industry focus areas include but are not limited to manufacturing, mining, oil and gas, pharmaceutical and construction.
Outside of the office, you can find Lori teaching the CICA's transfer pricing in-depth course–specifically, the second transfer pricing module which she co-developed. She has also contributed to the OECD's ongoing work in this field by providing input into its guidance for transfer pricing in emerging countries. Lori frequently speaks on the topic of transfer pricing for such organizations as the National Association for Business Economics, TEI and the Canadian Tax Foundation.
- Bachelor of Arts, Economics – University of Toronto
- Master Degree, Economics – Queens University, Kingston
- Certified Public Accountant (CPA)