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


Effective Planning
Planning Your Growth
Tax Audits

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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Estate Planning

It's taken a lot of "blood, sweat and tears" to get to this point. We will ensure that what you have built over your lifetime is properly maintained.

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Client Testimonials

  • " As a small business owner and operator dealing with day to day business is challenging enough. I am so grateful to have Michael and his team looking after our corporate and personal taxes. Mike's per... "

    Kevin & Sonja Benson - Benson Heating & Air

  • " My wife and I have been dealing with Michael’s firm since we moved to Barrie eight years ago. He, his colleague Helen, and the rest of his staff have been more than helpful. Their expertise in estate,... "

    Larry & Janice Black

  • " We were fortunate to have engaged Michael’s firm in the spring of 2020 to help with the growing needs of our company. The support we have received from Mike and his team has been invaluable in managi... "

    Cyril & Mandi Hayes - Resolution Physiotherapy and IMS Clinic

  • " 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

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