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Spécialités
We are a full service accounting firm that provides tax services and tax planning, financial statements, estate planning and estate tax service, business planning, and business purchase and sale assistance.
We are also a full service-fee only financial planning firm that provides objective retirement planning, estate planning, and investment consulting.
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Dean P.
Gérant de commerce
After a number of successful years as the head of finance for the Canadian operations in a global financial services firm, Dean moved into a marketing role and established and launched a tax, estate and financial planning support department and service to advisors and clients.
Dean has been interviewed and quoted in major media such as the National Post, Toronto Star, Canadian Business and is a regular contributor to Canadian Money Saver and appears in Money Sense magazine.