"Our Team is Your Team"
In 2008, what is now the Accountable Support™ Program received an important approval by the Ontario Institute of Chartered Accountants, now CPA Ontario, and since then has supported select professional accounting firms and their clients with wealth management and family office services.
This support comes through a diverse team that collaborates in order to align clients’ financial resources with their personal goals.
Our team consists of the following professionals:
- Certified Financial Planners
- Portfolio Managers
- Chartered Financial Analysts
- Chartered Investment Manager
- Chartered Professional Accountants
- Chartered Life Underwriters
- Certified Management Consultant
- Chartered Director
- Tax & Estate Lawyer