About Us

Meet the Team

We’re a small team passionate about making your financial life easier. With a mix of expertise and personal attention, we’re here to help you navigate everything with confidence—no jargons, just real solutions


  • Partner

    I am a CPA Canada and CA India with more than 11 years experience. I want to make your financial life simpler and less overwhelming. Let’s work together to find solutions that make sense for you, so you feel good about where things are headed.


  • Partner

    I am a CPA Canada and CA India with over 12 years experience. I’m here to make sure your money stuff stays in order, without the stress. I’ll take the time to understand what you need and help you make things a little easier to manage

Why Choose Us?

“An investment in knowledge pays the best interest.”

— Benjamin Franklin