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 Credit Incentive Programs
Starting A Business
Exit Strategies

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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Compensation Planning

Whether you're an employee or business owner, we can help you find ways to improve your "take home" pay!

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Client Testimonials

  • " 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

  • " 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

  • " I was referred to Michael by another business owner while entrenched in a messy audit of corporate tax returns from five years previous. Michael quickly sorted out the paperwork and steered me though... "

    Sandy Powell - Nascent Naturals Inc.

  • " We have been involved in planning and developing a small subdivision for the past several years. As the work and tax implications became more demanding and complex, we realized we needed to retain an ... "

    Dan & Karen Henderson

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