Customized strategies for business owners and entrepreneurs

We get it. We're entrepreneurs at heart, too, and we understand the challenges you have to overcome.

98.2%
of businesses in Canada are considered 'small businesses'

Source: Government of Canada: Industry Canada

1.6%
of businesses in Canada are considered 'medium sized businesses'

Source: Government of Canada: Industry Canada

0.1%
of business in Canada are considered 'large businesses'

Source: Government of Canada: Industry Canada

48.3%
of Canadians work for a 'small business'

Source: Statistics Canada

51%
of 'small businesses' survive past 5 years

Source: Industry Canada calculations using data from Statistics Canada

You know what it takes to survive and thrive as a business owner - to take an idea and bring it to life. And you know how running a business is a 24/7 commitment, from startup until the day you decide to move on to your next challenge.

But you also know that your personal and professional lives may intertwine in ways you had not anticipated, especially when it comes to your personal finances. So, no matter where you are in the life cycle of your business, we can help you deal with the details to keep your personal finances organized and on track.

Together we will create, implement and manage a plan focused on your personal goals. And we'll make the process as simple as we can.

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