With over two decades of experience, Greg and Erica form a close-knit team dedicated to assisting owner-managed businesses on Vancouver Island. Specializing in business management, personal and corporate tax issues, financing, real estate, lifestyle, and strategies for wealth building, we pride ourselves on offering pragmatic and personalized advice. As a small, two-partner firm, we ensure each client receives our full, undivided attention. We are currently open to new clients, but only through a careful referral process to maintain the quality of our engagements.

Visit our Insight page for comprehensive articles related to business valuation, purchase and sale transactions, income tax planning, and business strategy.

For convenience and efficiency, we accept documents electronically via email, Sync, Dropbox, or any other preferred online sharing service. Please use our specified email addresses when sharing documents through these platforms.

For those who prefer traditional methods, we also accommodate the submission of physical documents through our secure mail slot. 

Regardless of your document submission preference, we are flexible in our communication methods for document review, discussions, and signatures, offering to share documents with you through email, traditional mail, or online platforms, in alignment with your preference.

Thank you for considering our services.