business planning

Accounting firm BDO Canada¹, found that only one-third of...

If you are a solo entrepreneur or are otherwise self-employed, you are aware that it is nearly impossible...

Like many business owners, Rick and Warren thought it would be a simple process to continue the business...

Business owners have to contend with many facets of financial management, business accounting, cash-flow...

Imagine the following scenario for a moment. You and your partner have opened a business, and are feeling...

A WORD FROM OUR CLIENTS

Steve's a miracle worker if he can get someone like me to begin to understand financial matters better.

Mrs. S
Chatham, Ontario
I have experienced an increased level of confidence since coming to Steve - I know he has the skill and desire to treat my portfolio with the same interest he would bring to his own.

Mrs. S
London, Ontario
Steve has been invaluable in my financial planning. He is extremely knowledgeable, reliable and very personable.

Mrs. G
London, Ontario
Steve has the heart of a teacher and has always been understanding and extremely patient. I would highly recommend him to anyone looking for a trusted advisor.

Mr & Mrs S.
Guelph, Ontario
You take the time and explain things in a simple, yet effective way that I understand. I appreciate your thoroughness and your caring attitude.

Mr. R
London, Ontario