COVID-19 Updates
Please check our resources section for updates on information as it relates to COVID-19 and you as a business or individual.

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


Services For Individuals


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

    The Penner Family

  • " We have been utilizing Michaelís 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 Mikeís firm as p... "

    Scott Bauman - President - Raymar Equipment Service

  • " We have had Michaelís firm deal with our corporate, personal and real estate holdings for the last decade. He and his staff have taken a continual caring interest in our overall situation and when ne... "

    Milt Carr - President - Milt Carr & Associates

  • " Michael has been associated with my corporate and personal financial matters for the past 25 years. His knowledge and his attention to details have allowed me to run my two business ventures with grea... "

    George Stevens - President | Exclusive Education Products Ltd. / Edubar Holdings Inc.