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


Tax Credit Incentive Programs
Effective Planning
Financing Growth

Services For Individuals


Personal Tax Returns

We can take care of your annual filing needs and during the process ensure that we communicate with you to make sure you pay only what you should.

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Specific Life Events

Newborn baby? New job? Moving? There are specific life events that occur that can have an impact on your overall financial situation and we can help

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Client Testimonials

  • " Michael has been associated with my corporate and personal financial matters for the past 25 years. His knowledge and his attention to details have allowed me to run my two business ventures with grea... "

    George Stevens - President | Exclusive Education Products Ltd. / Edubar Holdings Inc.

  • " Mike’s firm was referred to us by a mortgage broker that we use for our real estate ventures. From the onset of our first meeting my wife and I immediately knew that Mike was a good fit to be part of ... "

    Dan Spencer & Sheila Currie - Real Estate Investors

  • " The feedback that I’ve received from clients who deal with Mike’s firm has been very positive - clients appreciate their down-to-earth approach. Mike manages to help them get the most out of their per... "

    Keith G. Richards, CMT, CIM, FCSI

  • " We were fortunate to have engaged Michael’s firm in the spring of 2020 to help with the growing needs of our company. The support we have received from Mike and his team has been invaluable in managi... "

    Cyril & Mandi Hayes - Resolution Physiotherapy and IMS Clinic

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