Professional Partners
A trusted network around your organization
We know we can’t do everything. So when our clients need help outside our core competencies, we turn to a small group of trusted professionals we know, respect, and are comfortable recommending.
These relationships allow us to stay focused on what we do best—accounting, tax, assurance, governance, and advisory —while helping you build a reliable team around your business or organization.
The kinds of partners we work with
Depending on your needs, we may connect you with:
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Legal counsel (commercial, charity/NPO, real estate, estate)
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Financial planners and investment professionals
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Insurance and risk advisors
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IT and cybersecurity providers (for systems, backups, and security)
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HR and employment advisors
We look for partners who share our commitment to professionalism, ethics, and caring for people the right way.
How these relationships work
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We only make introductions where it makes sense and with your permission.
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You always remain free to choose any advisor you prefer; there is no obligation to work with people we suggest.
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We do not sell your information, and we do not share details with anyone without your consent or as required by law.
Our goal is simple: to help you find the right expertise so you can make better decisions with a strong, coordinated team around you.
Community connections
Beyond professional partnerships, we also support and collaborate with many local organizations, events, and businesses across the Vancouver Island.
If you’d like to see some of the community groups and local businesses we’re proud to support and recommend, please visit our Community Links page.
Get in touch today to learn more about how we can help your business succeed.
+1 (250) 724-5717
When you reach out to us by email or the form below, remember electronic communication is not always secure. Please avoid sending any highly sensitive personal information (such as full SINs or full credit card numbers) by email or through this form. For sensitive documents, we recommend using our secure client portal or another secure method of transmission that we have agreed on together.