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 multimillion-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

Services For Individuals

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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There are specific life events that occur that can have an impact on your overall financial situation. We help you to make informed decisions.

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Client Testimonials
  • " My husband and I were referred to Mike’s firm three years ago. They have been invaluable to us. We are a small business needed guidance on both a business and personal level. Phyllis has assisted us w... "

    Glen & Pam Shakell - Shakell’s Wrecking Yard

  • " As a small business owner Michael’s firm has been the perfect find for all of my accounting & tax needs, business advice and support. Mike and his team place customer satisfaction at the top of their ... "

    Joe Floriano - Entrepreneur

  • " We have been with Mike’s firm since our inception 6 years ago. His business advice and guidance have allowed us to focus on making better decisions and develop strategic business plans to hit our tar... "

    David Black - President - Call Point Canada Ltd.

  • " 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