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 Audits
Exit Strategies
Effective Planning

Services For Individuals


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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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 was referred to Michael's firm by a fellow associate and I have appreciated the referral. Mike’s team are always there to assist and answer all of my questions whenever needed and I have always f... "

    Dennis McIntaggart - Canadian Storage Systems International

  • " We have been with Mike’s firm for over 20 years. He and his staff are friendly, their advice has always been timely, their service exceptional! ... "

    The Penner Family

  • " 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

  • " Mike and his staff have been providing me, my company, friends and family with their accounting and tax expertise for the past couple of years. I highly recommend them to work with you to resolve any... "

    Debbie Connolly - Connolly Insurance Services

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