The Advantages of
membership include

Denise’s practice is focused on private business and corporate law. She provides legal services addressing a broad spectrum of client needs including incorporation and shareholder agreements, contract review and preparation, buying and selling businesses, corporate reorganization and secured lending/financing.

Flexserv (www.flexserv.com) becomes the in-house accounting and HR for our clients. Our staff include bookkeepers, controllers, CFOs and HR professionals who work from 1 to 5 days per week for each of our clients on an ongoing, long term basis, according to each client’s unique business needs.

In a rapidly evolving field, Tali Hasanov has the savvy and smarts to stay several steps ahead of mainstream trends, a significant advantage that pays huge dividends – increased revenue and consistent ROI – for her clientele of small–to–medium size businesses.

Helping Independent financial advisors integrate advanced planning concepts into their practice. From Buy-sell Agreements to Individual Pension Plans to creative Group Benefit plans, we assist our financial advisors in working with clients with varying needs and complexities.

Shawn is a Canadian CPA and a US CPA. A native of the GTA, Shawn spent eleven years working and studying in the US. Shawn is the principal in SB Advisors. He has a particular interest in planning for business owners, assisting them with their business matters and their family trust and retirement structures. In addition to Canadian tax services, Shawn delivers US services from SB Advisors’ offices, and through his network, provides international tax support more than a dozen countries.

Mark and his team of tax, estate, trust and investment experts handle the financial affairs of a select group of families.

Business and professional services industry specialized relationship manager offering strategic business and financial advice to meet the complex needs of qualified firms in the sector. Committed to helping clients accelerate revenue growth, reduce costs and minimize risk of doing business. RBC Commercial Banking offers a comprehensive suite of products and services that includes financing, deposits, leasing, trade, cross border banking, cash management and foreign exchange.

In addition to being the founder and President of 30.50 Imports, Nelson is the co-founder of WineWire.ca, the first online wine portal in Ontario to allow consumers open access to privately imported wines not available in LCBO stores. We broker fine wines from around the globe that capture the spirit of the people, places and cultures that craft them. There are wines that offer unique appeal, great quality and value for everyone.

Scott brings over 35 years of experience as Managing Director at Consolidated Information Technologies Inc. (CITI) He also provides strategic IT consulting, and senior project management, to CITI’s clients. CITI is a full-service, IT outsourcing firm offering asset management, security, advisory, implementation, and support services to SMB organisations across North America. The company is an authorised reseller of products from all tier-1 manufacturers including Dell, Lenovo, HP, Microsoft, Adobe, etc. CITI offers both Managed IT Services as well as Time & Materials-based support for Cloud, premises and hybrid IT infrastructures.

Rick is a Principal with Liquid Capital. Liquid Capital is an alternative funder, directly providing operating capital for B2B businesses to grow and prosper, in situations where these companies cannot obtain traditional financing from banks. In his partnership with his clients, Rick dedicated to helping them grow and prosper, offering products such as Receivables Financing, P.O. Financing and Asset-based Lending.

With 25 years of experience in R&D tax credit consulting across Canada, Emergex is your trusted partner for optimizing SR&ED funding. Whether you're in Ontario or beyond, Jenny is here to provide direct assistance. The SR&ED tax credit program covers a broad spectrum of activities, and you might be eligible without realizing it. Let Emergex simplify the process and maximize your benefits !