We work remotely with clients across Canada and worldwide, with some planners offering optional in-person meetings in the Greater Toronto Area.

Our clients include professionals, business owners, retirees, expats, and Canadians with cross border (Canada–U.S.) needs seeking clarity and confidence to manage their finances efficiently.

We support life events such as estate planning and settlement, and divorce and separation planning. Many of our financial planning clients choose ongoing support, working with us annually so their planning stays proactive as life changes.

We also provide full-service accounting, including personal, corporate, estate, and trust tax returns, as well as full cycle bookkeeping and payroll, so you can focus on your family, business, and financial goals.