Professionals

Our perspective

You work alone or with partners, and you want to maximize your operational efficiency so that you can concentrate on your profession.

To achieve this, you’re looking for a long-term relationship with a team who will take charge of your financial records and your personal financial planning.

What we’ll mean to you

The nature of your profession requires that you make close connections with the people with whom you associate and build professional relationships.

When you choose to work with our team, you’ll forge that trusting relationship quickly. Our approach allows for the active presence of a partner or a manager, providing you with guidance and structure that fosters confidence and peace of mind.

Our financial planning services will give you the support you need, whether it’s with establishing your optimal fee or planning your financial needs for the short or long term.

We’ll be there to help you make the best decisions for your specific needs. We’ll work with you to evaluate the advantages and disadvantages of incorporation, and of optimizing family income sharing.

What we offer

Simply put, we offer a relationship built on trust. Whether you’re a member of an association, an incorporated self-employed worker, or simply self-employed, we offer a human approach and solutions that are right for your specific needs.

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  • tax compliance
  • financial statements
  • income splitting
  • optimal fees
  • estate planning
  • tax reorganization
  • consulting services
  • wealth management
  • review of insurance needs
  • disability insurance
  • life insurance
  • inheritance
  • wills and powers of attorney