After becoming a separate entity in 2016, we expanded our services and resources to not only support our investment clients, but to also accept clients who are specifically interested in tax and accounting services only.
We have a dedicated team of Chartered Professional Accountants, Bookkeepers and Admin on staff. Our intimate knowledge of financial planning and personal finance, which are our other areas of focus as licensed Investment Advisors gives us a fresh approach to tackling your tax situation, often finding opportunities where others may not.
