Our growing team has worked to simplify solutions for your personal planning and business strategy needs for over 30 years. We tailor our services to the many phases of your personal and business life.

We deliver a wide range of services as your key financial advisor. Connect with us for more information on how we can work for you.

 

Tax Services

  • Personal
  • Corporate
  • Estates
  • Trusts
  • United States tax planning and compliance
  • SR&ED tax credit claims
  • Tax planning and optimization

Assurance & Related Services

  • Compilations (Notice to Reader)
  • Review engagements
  • Audits

Business Advisory & Consulting Services

  • Business structuring & start-up assistance
  • Purchase & sale advice
  • Individual pension plans, health and welfare trusts
  • Retirement & succession planning
  • Business consulting
  • Starting & growth planning

 

Personal Financial Services

  • Retirement & investment plans
  • Investment portfolio cost management
  • Estate planning, wills, POAs
  • Life & disability insurance planning
  • Matrimonial planning & resolution

Accounting services

  • Bookkeeping & financial reporting
  • Payroll assistance
  • HST/GST filing
  • Accounting system design & set-up
  • Audits
  • Quickbooks Online and Quickbooks Desktop certified