Drawing upon research and experience
We are a team of experienced CPA and Investment consultants based out of Toronto, Ontario. With over 5 years of experience in Accounting Services, we’ve worked with businesses from all of the following industries:
Retail, Wholesale and Franchising.
Business and Consumer Services
Investment and Financial Services
With each of our consultants being specialized in what they do, we get the job done fast.
A multi-talented team which offer a number of additional services.
Our industry specific and people-focused approach sets us apart from other accountants and advisors around.
Founder & CEO
B.Com, DMS, MBA
Experienced Equity Derivatives Analyst with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Trading Strategies, Interest Rate Derivatives, Risk Management, and Foreign Exchange (FX) Options. Strong finance professional graduated from Canadian Securities Institute.