Co-operators Financial Investment Services Inc.

Providing financial security to Canadians for 15 years. We help business owners, individuals and Families focus on what matters most using personalized holistic financial planning and business planning strategies. Building relationships is our foundation, achieving your goals is our priority.

IG Wealth Management

IG Wealth Management is part of the Power Corporation Group of Companies, one of Canada’s largest and most respected corporations. Since 1926, we have been providing Canadians with holistic financial planning services that instil financial confidence and allow our clients to embrace all of life’s possibilities. Our success depends on our greatest resource—our people.

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.

PB Total Wealth

Business is personal. Finding the right strategies to reflect the success of your business to mirror your personal success in wealth building takes experience, and the right people on your side to make it happen. We will work together to ensure practical and effective strategy executions to meet your business and personal goals.

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.