Integrated Financial Planning and Accounting Advice

Business owners, consultants and entrepreneurs face some unique financial planning issues. Their personal financial plan is often interwoven with the financial success of their business. As a result, the personal financial plan must address strategies to deal with issues such as integrating personal and corporate tax efficiency, income splitting, risk management, and succession planning.

Business Advisory Services

We offer a full range of business advisory services for business owners, consultants and self-employed professionals. We assist our clients to determine the most appropriate way to organize their new business venture, and then we work with your other advisors in structuring a cost effective and tax efficient business structure. We will also analyze your existing business structure and provide recommendations on how to reorganize the business structures to achieve greater tax efficiency, or to enable the participation of a new shareholder or business partner. Finally, we provide advice on succession planning and the maximization of shareholder value on the sale of a business.

Accounting and Tax Return Preparation

We offer a full range of accounting services for the incorporated and unincorporated business owner. These services include the preparation of financial statements and associated schedules and reconciliations, and the completion and filing of all required corporate tax filings, including T2 corporate tax returns, HST, T4 and T5 documents. Scientific Research and Experimental Development (SRED) services are also available for corporations that may qualify for the Federal Tax Incentive Program.

Private Client Service for Business Owners

Our PRIVATE CLIENT SERVICE is our flagship offering – it is a comprehensive financial planning, wealth management, and business advisory service for the incorporated business owner and self-employed professional. This program is designed to keep you on track with respect to achieving all of your lifetime personal and business financial objectives. We achieve this by using an integrated approach to financial planning, investment strategies, and tax minimization - linking all aspects of your business and family’s finances to balance your short-term and long-term goals. It combines the personal and corporate financial planning into one convenient and effective wealth management package. This service includes the following:

  • Financial Planning and Counselling
  • Personal and Corporate Tax Services
  • Investment Advisory Services
  • Plan Implementation
  • Ongoing Reviews


To have one of our Financial Planners contact you please submit the form below:


Schedule an Initial Consultation

Phone: (613) 596-3353
1565 Carling Avenue, Suite 602
Ottawa, Ontario, Canada K1Z 8R1

We have been providing financial services to Ottawa Professionals, Small Business Owners and Families since 1994. Give us a call today to discuss your financial objectives. We'd love to hear from you!