This document provides information about an accounting firm that aims to help businesses and their owners succeed. The firm works with clients to develop goals and strategies for growth. It prides itself on principles like quality service, communication, and integrity. Unlike other accounting firms, it views the entire family as its client, not just the business, and helps create family wealth in addition to corporate wealth. The firm employs professionals from various disciplines and its partners have experience as entrepreneurs. It offers a range of tax, financial, and business advisory services to help clients maximize opportunities.

1. YOUR PARTNER FOR SUCCESS
A Power Point Presentation on
who we are?

2. We Think Outside The Box
As professionals,
we work with
business owners
to develop goals
and strategies to
help their
business grow.

3. Solutions to Complex Financial Issues
Associated With Managing Growth
 We are committed to guiding principles that
include:
Standards for service
Accessibility
Efficient assignment turnaround
Seamless communications
 Integrity and adding value.

4. Why Are We Different?
1. Our client is your family, not just your company.
This is our key philosophical difference from
other CPA firms
2. We are A multi-disciplinary firm
3. We are business advisors who also happen to be
professional accountants
4. We have a very robust tax department led by a
tax lawyer
5. We are a member of the Canadian Public
Accountability Board (CPAB)- which means we
have a license to audit public companies

5. Our Client is Your Family!
 Our clients are not just the companies
 Our clients are the owners and each
member of their family!!!
 We view the whole family unit as our
main focus!!
 We help create family wealth…not just
corporate wealth

6. We Are A Multi-disciplinary Firm
 The principals of our firm are comprised of
CPA-CA’s
CPA-CGA’s
MBA
A tax lawyer
An engineer
Together we provide innovative solutions and a
multi-disciplinary approach ensuring that you
receive comprehensive synergistic advice to
maximize your business and financial opportunities.

7. We Are Entrepreneurs & Business Advisors
 Business plans & financial forecasts
 Corporate finance & financing proposals
 Monthly accounting supervision
 Strategic planning for business & families
 Profit performance improvement
 Merger & acquisition
 Our partners are all entrepreneurs owning
other business interests ranging from Real
Estate, Logistics, Consumer Goods, Business
Services, etc.

8. Our Robust Tax Department
 Tax audits
 Tax audits, appeals & voluntary disclosures
 Corporate reorganizations
 Cross border transaction reorganizations
 Assistance with CRA/taxpayer disputes & appeals
 Estate & succession planning
 Personal & business tax planning & preparation
 Shareholder agreements/buyouts
 Family trusts

9. Our CPAB Designation
CPAB is awarded to only a select few CPA firms
 Our high quality auditing techniques & processes
as certified by CPAB, allows us to undertake:
 Listed public company audits
 Listed public company, review of internal controls
 In addition to our normal audit clients such as:
 Privately held companies
 Health & welfare trusts
 Not-For-Profit organizations audits
 Union pension plans

10. If you are looking for an atypical CPA firm, A
firm that applies knowledge for your success
& strives to educate its clients, to enable
them to be competitive; please contact us,
you’ll experience the difference.