Services
Accounting
Bookkeeping
Full-Cycle Bookkeeping
(For Micro/Small/Medium Businesses)
Bookkeeping
Financial Reporting
Financial Statements Preparation
On-demand Services
Budgeting / CFO Services
Assurance
Full Suite of Assurance Services
(For Regulatory/Statutory Reporting)
Compilation
(Notice to Reader)
Review
Audit
Tax
Personal & Business Taxation
(For Employee/Contractor/Retiree/
Self-Employed/Corporation)
Income Tax
Business Tax
CRA Representation
Consultancy
Personal Consultancy
Financial Advisory
Customized Personal Financial Advisory
Financial Planning
Lifecycle Finance
Tax Planning
Retirement Planning
Estate Planning
Business Consultancy
Startup Advisory
Valuation Advisory
Fund-Raising Advisory
Investment Advisory
Deal Advisory
Business Broking
Business & Franchise
Buying & Selling
Business Valuation
Deal Structuring & Analysis
Real Options Analysis
Contract Negotiation & Closing
Finance
Mortgage Finance
Residential Mortgage Finance
Home Purchase
Mortgage Refinancing
Collateral Mortgage
HELOC / Reverse Mortgage
Commercial Mortgage Finance
Loan Against Property
Land/Pre-Construction/Construction Loan
Real-Estate Inventory/Mezzanine Loan
Commercial Mortgage Equity
Personal Finance
Secured Loans
Debt Refinancing/Consolidation
Home Renovation
Household Expenses
Vehicle Purchase/Repair
Unsecured Loans
Education Expenses
Medical/Emergency Expenses
Business Finance
Working Capital Finance
Inventory Finance
Receivable Finance
Contract Finance
Long-Term Capital Finance
Equipment/Asset Finance
Growth Finance
Acquisition Finance
Project Finance
Investing
Mortgage Investing
Investments In:
Residential & Commercial Real-Estate
with a Mortgage on Real-Property.
Conventional Mortgage Debt
Participating Mortgage Debt
Mortgage Equity
Private Investing
Investments In:
Businesses for Working & Term Capital Finance,
Growth, Acquisition, Project Finance;
and in Individual Personal Loan Portfolios.
Private Debt
Private Equity
Venture Investing
Investments In:
Startup & Mature Businesses at
various stages of the Business Lifecycle.
Venture Debt
Venture Equity