Financial Planning for Accountants in Canada

Trust 25+ years of experience

Helping Accountants Manage Their Finances Over a Lifetime

As you progress through business school, graduate and start as an staff member in an accounting firm or private industry, become an accounting practice partner or a CFO in private industry and eventually retire and die, lean on our 25 years of experience advising hundreds of accountants and their families on money matters ranging from retirement to debt and real estate to practice valuations, children’s finances, tax planning and more.  

We know your career path will lead to much different financial consequences and situations than the average professional or executive.  We know your industry well with more than 25 years of advanced planning working with accountants and specialize on all topics of personal finance.  

Why us?  Simply put we have above-average relevant expertise, provide objective, impartial advice,  offer transparent and value-priced fees and know your profession inside-out.   Let’s be clear – getting ahead professionally with finances is more about cash flow, career and taxes – not what investment product or insurance policy you buy.  While our financial advisory will offer opinions on all of your finances if asked, we specialize in “structural finance” or the ability to integrate your goals with your cash flows and make decisions about money across your entire financial picture in a consolidated way.   Our “big picture” management is a unique service for accountants in Canada and often results in better decision making with less time involved and lower cost.  

Want proof?  Let us put you in touch with some of our existing accountant clients and let them tell you how we have helped them in ways that their old stock broker or insurance agent never could have.   

Accountants & Money: A Lifelong Evolution Requiring Specialized Financial Planning

Phase 1: Newly Graduated Accountant

Phase 2: New Accounting Practice Owner

New Partner

VP Finance in Public Industry

Phase 3: Established Accountant Mid-Career

Phase 4: Retiring Accountant

Phase 5: Retired Accountant

Additional Specialized Services

For Accountants: Our Most Relevant Videos

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