People we trust

  • Sequeira Partners Inc. – provides strategic advice to mid-market entities on mergers and acquisitions, financing, and transaction valuations
  • BOLT Transition – provides services to assess and build capacity at the board, organization, leader and team levels (BOLT)
  • Birdsell Grant LLP – a full service law firm with offices in Stony Plain and Edmonton
  • Edward Jones – an investment firm consistently ranked the highest in investor satisfaction in both Canada and the USA

Please feel free to contact us for specific referrals.

Other useful tools/resources

  • – A great place to obtain concise information on various personal and corporate tax issues
  • Bloomberg – One of the premium financial and economic news services