Serving Entrepreneurs and Business Enterprises

We specialize in working with owner-manager and family run enterprises in and throughout Manitoba, Alberta, British Columbia, Ontario and Nova Scotia. Through our association as the exclusive Winnipeg member of the Tax Specialist Group we have access to an extensive network of expertise across the country.

Our Vision & Values

Our firm vision is very clear. We serve. We serve our clients, we serve our community and we serve the team within our firm.

Our single most important value is to provide the highest level of service and professionalism to our clients, community and the people who comprise our team, in whatever we undertake.

Guiding Principles

Expertise  Providing clients with answers to help manage their financial risks and achieve their financial goals.

Integrity  Sharing our knowledge and expertise with clients to help them understand and address their tax, estate planning and wealth management needs.

Partnership  Building lasting relationships with clients and their families that focuses on their success.

Progress  Encouraging the personal and professional growth of our team members to ensure we continue to meet our clients diverse and ever-changing needs.