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


Exit Strategies
Financing Growth
Tax Credit Incentive Programs

Services For Individuals


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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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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Client Testimonials

  • " 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

  • " When I established my business in 2001, I set out to select my professional advisory team which included the services of an accountant. My previous 25 years had been spent employed in two small busin... "

    Petr Sabata, P. Eng - Atlas Engineering Inc.

  • " I was referred to Michael’s firm by a few different banks. I had a business in mind that was different from most and getting financing was an issue. We sat down and discussed my business concept wit... "

    Tadeene Mulders - Perplexcity Escape Rooms and Board Game Cafe

  • " Mike and his team are a pleasure to work with. They are knowledgeable, thorough and have provided us with the on-going support we need to run our business effectively. Helen was a great help in settin... "

    Heather Reid, CEO - Animal Experience International

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