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


Accounting Software
Financing Growth
Effective Planning

Services For Individuals


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.

View Details
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

View Details
Client Testimonials

  • " Mike’s firm was referred to us by a mortgage broker that we use for our real estate ventures. From the onset of our first meeting my wife and I immediately knew that Mike was a good fit to be part of ... "

    Dan Spencer & Sheila Currie - Real Estate Investors

  • " 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

  • " We have been utilizing Michael’s firm for a number of years. His team actually makes the financial part of our operations enjoyable. We build fuel stations all over Ontario and value Mike’s firm as p... "

    Scott Bauman - President - Raymar Equipment Service

  • " I was referred to Michael’s firm by a few different banks. I had a business in mind that was different from most and getting financing was an issue. We sat down and discussed my business concept wit... "

    Tadeene Mulders - Perplexcity Escape Rooms and Board Game Cafe

More Testimonials