Client Appreciation Night at Peterborough Petes Game

Our objective

Part of Your Team

We aim to become your trusted advisor and an integral part of your organization. Working alongside your staff, we gain a complete understanding of your business needs and goals.

Our impact: in everything we do.

Explore our purpose

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At a glance

With our diverse experience and network of resources, we take action to improve a company’s long-term financial health.

50%

Growth two years in a row.

42

CPAs and aspiring CPAs.

10

Years in business.

 

Our Mission

As trusted strategic business partners, we work with family and private enterprises to collaboratively build and implement customized financial and management solutions. Utilizing a hands-on approach, we strive to exceed our clients’ expectations and enhance long-term stakeholder value.

Our Vision

We strive to be the pre-eminent financial and management advisory team for family and private enterprises in Ontario.

Our Values

Our values are the core of our operation and what drives us to provide the best service for our clients in a positive and rewarding environment for our team. We strive to operate by these values everyday. They include Integrity, being Community Oriented as well as Customer Focused, having Professional Excellence, Collaboration and a Work Hard, Play Hard attitude.

Integrity

We conduct our work with high standards, accountability and utmost transparency. We provide honest and unbiased advice focusing on our clients’ best interests, allowing them to make informed decisions.

Collaboration

We value teamwork and focus on building a strong and trusting relationship with our clients and each other, collaboratively building and implementing customized financial and management solutions.

Excellence

It is essential that we have knowledgeable and experienced staff to provide timely and expert advice second to none. We encourage lifelong learning and constantly modify and evaluate the work we do.

Customer Focused

We provide solutions addressing our clients’ specific needs and understand their demand for immediate results. With our large and diverse team, we are flexible enough to adapt to their changing requirements.

Community Oriented

We value connections in our community, supporting local charities, social programs and sports teams as well as partnering with organizations providing assistance and advice to new entrepreneurs.

Work Hard, Play Hard!

Our team exemplifies this philosophy and regularly partakes in team building sessions and fun social events where knowledge and experiences are shared and strong connections are made.