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.

Alice Chen

Private Equity Advisor

Carl Brodie, CFP

Corporate Financial Planner

Nick Laxton, Ph.D

Fixed Income & Currency Advisor

Martine Perron

Mortgage Broker

David Nguyen, CPA

Fractional-CFO & Bookkeeping

David Bain, LLQP

Insurance Field Underwriter

Chloe Yao, LLQP

Insurance Advisor

Aria Hahn, PhD

SR&ED Advisor

Patrick Ruscitti, CPA, CGA, CFP

Private Enterprise Advisor

James Livingstone

Real Estate Investor

Rachel Hill, CPA

Senior Accountant

Gary Wong, MBA

REALTOR®

Kim Moody, CPA, CA

Tax Advisor

Corinne Schindler

Mortgage Broker

Service Hours:

Mon – Fri: 10:00 AM – 6:00 PM EST

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