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Other Services

A one-stop partner for the rest of your business.

From setting up a new corporation to financial planning through licensed partners, we connect you to the right people for the work.

  • Business Setup & Registration

    We help new start-ups with federal or provincial registration, business numbers (Corporate Tax, Payroll, Imports, GST/HST), WSIB, and EHT.

  • Business Plan

    Prepare a business plan from the information you provide, including pro forma financial statements.

  • Budget & Cash Flow Statement

    Prepare budget and cash-flow statements from the information you provide.

  • Accounts Receivable Assistance

    Prudent AR management from credit assessment through collections.

  • SR&ED Claims

    We analyze your business and, where eligible, help you file Scientific Research & Experimental Development claims.

  • Duty Drawback Claims

    We analyze your business and, where eligible, help you file Duty Drawback claims.

  • Financial Services

    Through licensed professional partners we offer Group Benefit Plans, Critical Illness and Disability Insurance, Life, Term and Mortgage Insurance, RRSPs, RESPs, RRIFs, TFSA, estate and retirement planning, personal financial planning, segregated funds, GICs and Annuities.

  • Trusted Network

    Tap into our extensive network of contacts including mortgage brokers, customs brokers, freight forwarders, electricians, phone-system installers, security cameras and locksmiths.

Have something specific in mind?

Tell us what you need. If it is in our wheelhouse we will handle it. If it is not, we will introduce you to the right person from our network.