Partners

Our Partners

Canadian Western Bank

Canadian Western Bank caters to small business and wants to ensure your business is in a saleable transferrable state. They lend money for growth, for acquisitions of land and other businesses.

Many business owners will be in a for a rude awakening if you don't understand the tax system and how your business wealth, estate and family may become burdened by excess and unnecessary taxes. You need to know how to take care of yourself and prepare long before. The team at CanTrust Financial Services know tax and you need to know them.

MDA Partners is now Learning Strategies Group

When you need deep dive financial analysis, financial literacy training and financial leadership training, you need MDA Training.

RBC

RBC provides extraordinary services, support and priceless advice for business owners to safeguard and grow their wealth. Working with their team helps you protect your estate, as well as provide growth funds. We will connect you to the right RBC advisors so you start preparing your financial picture so it meets your needs.

VELA Inc

The team at Vela Wealth knows how to help you explore what's important to you about managing your wealth, either from what you've saved from paying yourself salary and dividends, or when you get a return on your investment from selling your business. You may want to include philanthropy in your next act; start a new company; join an investment fund or tour the world. Vela makes sure you know where you want to go and how to get you there, safely, securely with the right tools.

Big Bold Brand

Your brand is a powerful competitive strategy that should be actively considered in all your decision making if you want to stand out in the marketplace and grow.