Our Team
Our clients count on us to deliver sound business advice and financial
strategies that stem from our team’s expertise in tax planning, financial
reporting, assurance and strategic planning.
Meet our Partners and Managers
Partners
Our partners have experience across a range of sectors and provide specialist expertise in areas such as tax, business valuation, remuneration, succession and estate planning.
Managers
Our managers work with business owners, healthcare practitioners and high-net-worth individuals provides clients with the confidence and comfort of having a small and dedicated team that knows their finances and goals.
Insights
Read our recent articles
For your business and personal finances.
2025 In Review: What Ottawa Businesses Need to Know Heading Into 2026
As we look back on 2025, one theme stands out for business owners and investors… Read more
How to Minimize Double Taxation on Death for Private Business Owners
Double taxation on death poses a critical challenge for business owners with private corporations, particularly… Read more
Maximizing Tax-Efficient Retirement Savings for Healthcare Professionals
For physicians and dentists who own and operate professional corporations, retirement planning presents unique opportunities… Read more
