About Us

Founded in 1982, we have offices in Toronto and Milton. For over 40 years we have been providing advice to business owners, high net worth individuals and public companies. We are committed to achieving the highest level of client satisfaction and believe that our team-based approach maximizes the value of the services we provide to our clients.

In today’s competitive marketplace, relationships play a major role in choosing your business advisors. You must feel confident in their technical abilities, but even more importantly, you should enjoy working with them and be comfortable enough to trust them with sensitive information. Our business model revolves around long-term relationships because we believe that a long-term relationship provides the foundation for superior advice.

To get started, please contact Lori Keightley for a free consultation at Lori.Keightley@fa.ca or call the number below to discuss your needs.

1-866-381-3781

Partners and Principals

We leverage all of our partners’ knowledge and support their decision-making abilities with our dedicated team.

This approach enriches the quality of our technical work while ensuring multiple sources within our office are able to quickly and thoughtfully respond to you.