Orion CPA

As small business owners, we all feel passionate about bringing our ideas to life. But as time goes on, the paperwork starts piling up, and the financials start making less sense. Enter Orion CPA, we are on a mission to be a true financial partner for everything accounting and bookkeeping.

Manulife Private Wealth

Has your business grown and requires more time and attention? Are you considering selling your business and wondering how to safely invest the proceeds? At Manulife Private Wealth, we offer highly personalized and specialized wealth management expertise to help meet the unique and complex financial needs of high-net-worth individuals.

Seven Elements Wealth Planning Inc.

At Seven Elements, it’s about crafting a richer life together. We bring a values-based approach to wealth planning. We help families and entrepreneurs build and preserve wealth beyond just the financials, using the Seven Elements of life to guide the process.


At Scotiabank Small Business, we understand that business is personal. We are dedicated to empowering business owners by offering customized advice and solutions to help them succeed along with our promise to make banking simple, fast, and rewarding

Sun Life Financial – O’Donnell Group

When planning for your future, you want to work with someone you can trust. Whether it is your long-term goals or your short-term needs, we work with families, professionals, and businesses to prepare them for the unexpected. We build holistic financial plans that create a lifetime of financial security.

BDO Canada

The best reason to choose BDO comes down to the relationships we build with our clients and communities. Because at the end of the day, ours is a business of people working with, for, and in the service of others. And when you think about it that way, client service becomes more than just client […]

The CFO Centre Group

The CFO Centre Group launched in the UK in 2001. The idea of high calibre expert CFOs working on a part-time basis in a team-based portfolio model is the brainchild of Founder and Chairman Colin Mills. Colin is a former Finance Director of large multinationals and Plc companies in the UK.