Listen, question, analyze and anticipate. We endeavor to recognize and identify potential problems, implications and future scenarios before clients decide upon policies and a course of action. Like an experienced carpenter, we like to “measure twice and cut once”.
Prior to establishing the CA practice, was responsible for accounting, tax, treasury, regulatory reporting and strategic planning. A Canadian pioneer in investment management performance measurement and reporting standards, in addition to offering a general practice to private clients.
Our professional work is characterized by comprehensive planning, conscientious application of professional judgment and pragmatic considerations. We adhere to regulatory and professional standards in both the accounting and portfolio management professions.