Advisors

Expert Guidance

Our team of approved Advisors are highly vetted professionals with deep expertise in corporate tax planning and financial strategies.

They bring a wealth of experience from various industries, ensuring a comprehensive understanding of each client’s unique financial situation.

Gary Wong, MBA

REALTOR®

Carl Brodie, CFP

Corporate Financial Planner

Alice Chen

Private Equity Advisor

David Bain, LLQP

Insurance Field Underwriter

Aria Hahn, PhD

SR&ED Advisor

Chloe Yao, LLQP

Insurance Advisor

David Nguyen, CPA

Fractional-CFO & Bookkeeping

James Livingstone

Real Estate Investor

Corinne Schindler

Mortgage Broker

Rachel Hill, CPA

Senior Accountant

Patrick Ruscitti, CPA, CGA, CFP

Private Enterprise Advisor

Kim Moody, CPA, CA

Tax Advisor

Martine Perron

Mortgage Broker

Nick Laxton, Ph.D

Fixed Income & Currency Advisor

Service Hours:

Mon – Fri: 10:00 AM – 6:00 PM EST

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