Finance and Insurance

Finance and Insurance

Guidance For Investment Corporations, Insurance Brokerages, Mortgage Brokers and Others in the Finance and Insurance Industries

Finance and Insurance

Our finance and insurance clients include investment corporations utilized to invest in stocks, bonds, mutual funds and other investment alternatives, insurance brokerages and mortgage brokerages.

Our clients in the finance and insurance industry rely on our expertise to provide the following services:

  • Compilation, review or audit of financial statements
  • Corporate income tax filings
  • Bookkeeping
  • Evaluation of tax structure alternatives
  • Corporate and personal tax planning
  • Corporate finance transactions

Contact one of our Finance and Insurance industry experts

Colin Reitsma

Partner

905-475-2420 x346

David Yabrov

Partner

905-475-2420 x347