We have more than 20 years of experience in the field of Accounting & Bookkeeping, Taxation. and Financial Advisory.

We work with a variety of sectors such as automobile sales and repair, franchises, construction, subcontractors, heating & plumbing, real estate, and investment Corporation, currency exchange, retail, group daycare, professional IT, production company, Doctors, and individuals.

On the wealth creation part for families, We believe financial planning is a process and not a product. The practice is structured around multi-generational planning – keeping wealth within the family, integrating all financial aspects, and not just focusing on one piece of the puzzle (such as investments). Clients should expect to have their financial situation thoroughly examined before a we make a recommendation and clients should expect recommendations to be an integrated approach that will effectively allocate their cash flow, reduce risk, reduce taxation, enhance wealth and retain wealth within the family. We work within a team comprising Financial Planners, Investment Advisors, Trust, and Estate Planners, and other specialists on a referral basis, such as Lawyers, Accountants, Real Estate Agents, and/or Mortgage Brokers.