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


Financing Growth
Effective Planning
Exit Strategies

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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Retirement Planning

You can draw on our decades of client experiences to assist you in creating the foundation for developing and implementing the retirement lifestyle plan.

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Client Testimonials

  • " I find the staff at Michael’s firm to be very friendly, accessible and helpful. They are always straightforward and answer my questions thoughtfully. When I needed Mike's help to become a guarantor fo... "

    Doug Young - Owner/ General Manager, Barrie Sports Dome

  • " We have been involved in planning and developing a small subdivision for the past several years. As the work and tax implications became more demanding and complex, we realized we needed to retain an ... "

    Dan & Karen Henderson

  • " 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.

  • " We were referred to Mike by a well-known corporate law firm in Barrie and are extremely appreciative for that referral. From the very start, we have been provided with outstanding accounting and bo... "

    Deb Curtis - President - Cranston's Ontario Inc.

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