Why Us?

Clarity, Confidence, and a Personalized Approach

We are a boutique professional firm founded by senior advisors with decades of experience at Big 4 firms. We know the technical side of the work — but more importantly, we know how to make it personal, relevant, and practical for individuals, entrepreneurs and business owners like you. We believe in earning your trust and building relationships.

Our Mission

 

To deliver smart, tailored, and transparent financial advice — from assurance and tax strategy to everyday decision-making — so our clients can move forward with clarity and control.

To provide a complete array of professional services tailored to each client’s specific and individual needs. We aim to build strong relationships with our clients as they grow. We work with our clients to identify and assist with their needs and offer proactive, efficient and effective solutions at a reasonable cost.

We believe in relationships, solutions, and responsiveness.

Why Clients Choose Us

 

Big Firm Experience. Boutique Service.
With over 20 years in senior roles at national firms, our advisors bring high-level insight — but apply it through a boutique lens tailored to small and mid-sized businesses.

Hands-On and Relationship-Driven
We work directly with clients. You’ll get personalized support from the same experienced professionals.

Clear, Practical Solutions
We break down complex tax, financial, and assurance issues into clear next steps — customized to your business, your industry, and your stage of growth.

Multi-Disciplinary Support
From Review Engagements and CSRS 4400 procedures to incorporation, compliance with quality standards, financial planning, and tax filing — we integrate your needs across our services.

Have Questions

 

We Make It Easy

Most of our clients came to us asking these questions — and stayed because we made the answers clear and actionable.

  • Are you considering to start your own business?

  • My bank requires a Review Engagement or agreed-upon procedures report, how do I proceed?

  • I need help interpreting accounting/assurance standards or improving quality management within my firm?

  • Do you have a self-employed business and want to know if you should be a proprietor or should incorporate?

  • Are you able to meet your start-up/continuing book-keeping requirements?

  • What’s the right setup for my bookkeeping and financial systems?

  • How do I fund my next stage of growth?

  • Do you feel comfortable handling your payroll/HST/EHT/WSIB periodic returns?

  • Are you planning to or doing business in the United States?

  • Have you been claiming all your eligible deductions in the annual income tax returns?

  • Have you been receiving all the benefits/credits that you are entitled to receive from CRA?

  • Have you recently reviewed your corporate and personal income tax planning?

  • Did you receive an inquiry/letter from CRA requesting information?

  • Have I maximized my RRSP/TFSA contributions?