Our team offers a range of services, from business planning for growth, to QuickBooks management, to corporate taxation strategy, and more. With over 30 years of experience in the financial services industry, we can create a custom package to fit the specific needs of your small business.
We provide the personalized service of a small firm, with the expertise and experience of a larger company. Located in Oakville, we work with clients in the communities of Hamilton, Peel Region, Halton Region, and the GTA.
We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us. The following pages should give you an idea of what we're all about. We hope you enjoy them!