About Us

We Are Your Exclusive Assistant

We bring an exceptional degree of experience and strategic financial planning expertise to our affluent, ultra high net worth and corporate clients with a view to ensuring that their personal and family financial objectives are met and that they achieve their business objectives.

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Who We Are

Company Profile

Our firm’s fortunes are wholly dependent on long-term, often inter-generational relationships that enhance our clients’ business and financial success. Our advice is identical to that which we have adopted ourselves or have given to our closest family members. We believe that no single decision is worth making unless it makes the most of your assets and serves your best long-term interests.

Who We Are

What Makes Us Different

Our long-term interests are aligned with yours

Our Partners have a personal and permanent stake in the advice we provide and the clients we serve. Unlike advisors employed by large, national and multinational firms who may juggle conflicting career, corporate and client interests and have a more transient relationship with their clients, we can really focus on you and take a long term approach.

We are financially and philosophically independent

In a marketplace dominated by commercialized advice and product marketing from large consulting businesses with significant operating expenses and financial return requirements, we are fundamentally different. As a well-capitalized, independent accounting and advisory boutique with tightly controlled operating costs, we are not beholden to any institution or corporately-promoted product solution. We can maintain an independent perspective when advising you to ensure your long term success.

Our broad range of expertise and perspective

Our Partners have a comprehensive range of multi-industry business and accounting expertise and we have an affiliation with a nationally prominent strategic planning and financing group so you have access to the deepest knowledge base in the industry. Collectively, our experience spans decades of strategic financial advice to corporate boards and some of the highest net-worth private families in Canada.

We are specialists

We specialize in helping entrepreneurs from China, Asia and South East Asia to access opportunities, capital and expertise in the North American business community. We provide market-leading advice and creative yet practical solutions to suit your specific requirements, not generic solutions and advice to meet broad market opportunities. We have a wide array of business and financial experience but we still take a specialized approach for each client. We also work in consultation with our clients’ existing tax, business, legal or financial advisors so you receive highly personalized, ongoing service.

Our collaborative approach

Every client benefits from the collective expertise within the firm. Our internal practices and collaborative culture reflect a partnership approach to serving clients. We take the time to listen to clients closely and confirm we understand our clients’ needs to ensure our advice will lead to a successful outcome.

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