Personalized Approach
We listen first - to determine your needs based on your goals & objectives - then design and implement a plan of action to help you achieve them.

Practical Advice
In life there are many roads to travel - we provide practical direction to get you where you want to go

Peace of mind
Our approach and advice will provide you with a "peace of mind' - allowing you to focus on the things that will make you grow & prosper

Our passion is helping your business grow and prosper

Whether you have a home office, a "mom & pop" partnership, a fledgling start-up company, or a multi million dollar established corporation, we can provide you with the tools to run your business better.



As an entrepreneur or business owner, you know how much extra work goes on "behind the scenes" for your vision to become a reality. We want you to focus on what you do best - running your business. Our team can coordinate the rest. We will keep each of your professional advisors up to date with your goals and objectives, so that your entire advisory team understands the core values and vision of your business. In addition, our trusted network of contacts is at your disposal, should you need to grow your team.



Our goal is to deliver our services in an easy-to-understand manner that is both timely and reliable. With decades of client experience, a seasoned & knowledgeable team, and an open-minded personal approach, we listen first, and appreciate the unique qualities that you and your company have to offer. 



Let's start a conversation about your business. Get in touch by email, a phone call, or in person - we'd be honoured to work with you to make your business the best it can be.

Services For Businesses


Bookkeeping Services
Effective Planning
Tax Credit Incentive Programs

Services For Individuals


Estate Planning

It's taken a lot of "blood, sweat and tears" to get to this point. We will ensure that what you have built over your lifetime is properly maintained.

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Personal Financial Planning

We can meet with you and review your current situation; discuss what your goals and concerns are and provide you with an objective assessment.

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Client Testimonials

  • " During the past several years Michael and his team have come across client situations that developed operational challenges for which our expertise and guidance was sought. We have worked together wit... "

    John Morgan, CPA, CA, CIRP, CFE, CBM - President | Morgan & Partners Inc.

  • " My wife and I have been dealing with Michael’s firm since we moved to Barrie eight years ago. He, his colleague Helen, and the rest of his staff have been more than helpful. Their expertise in estate,... "

    Larry & Janice Black

  • " We have been with Michael’s firm for many years and have found that the service we received from Michael and his staff has always been excellent.  He thinks like an entrepreneur, so his business advic... "

    Ron & Monica Trivett - Golden Environmental Services Inc.

  • " We have had Michael’s firm deal with our corporate, personal and real estate holdings for the last decade. He and his staff have taken a continual caring interest in our overall situation and when ne... "

    Milt Carr - President - Milt Carr & Associates

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