Taxes
Business Services
Life & Legacy Planning
Income & Lifestyle Protection
Wealth Accumulation & Growth
Farmers, Producers & Fishers
Tradespeople
Real Estate
Health & Wellness
HEALTH & WELLNESS
Your practice thrives when your finances do
From small clinics to growing studios, we help health & wellness pros like you get clarity, confidence, and a financial strategy that supports your purpose.
Who We Work with in Health & Wellness
Dentists
Managing a busy practice and staying compliant with CRA? We help dentists stay on top of the numbers so they can focus on patient care.
Veterinarians
Between clinic hours and emergency calls, there's little time for bookkeeping. We bring structure to your finances-without adding stress.
Psychologists
We help independent and group practices reduce financial overwhelm, simplify tax planning, and feel more in control of their business.
Chiropractors
As your practice grows, so does your financial complexity. We make taxes, payroll, and long-term planning feel manageable.
Yoga/Pilates Studios
Whether you run solo classes or a full studio, we'll help you handle income, expenses, and growth with confidence.
Personal Trainers/Gyms
From session tracking to equipment write-offs, we simplify the business side so you can focus on training clients-not fighting spreadsheets.
WHAT WE DO WHEN
You're too busy helping others to manage your business.
You didn't build your business to spend nights buried in receipts or worrying about GST filings. You want to stay focused on your clients-not invoices and deductions.
That's where we come in. We take the paperwork off your plate, help you stay compliant, and keep your books clean year-round.
Solutions
Bookkeeping
Tax Preparation
Audit Protection
HOW WE HELP OUR MEMBERS
"I used to stress about missing deductions and doing things wrong. Now, my advisor handles it all-and I actually feel at ease at tax time."
K.O.
Small Business Owner | FBC Member Since 2022
WHAT WE DO WHEN
You're not sure if you're charging enough-or spending too much
You've got money coming in, but you're not sure where it's all going. Between fluctuating appointments and rising expenses, it's tough to tell if you're actually turning a profit.
We help you price confidently, manage cash flow, and plan ahead with clarity-not guesswork.
Solutions
Tax Planning & Consulting
Investment Management
Business Services
HOW WE HELP OUR MEMBERS
"It was great to have a very knowledgeable representative that could advise us on tax ramifications and CRA requirements for the business expansion we would like to get moving on."
Robert E.
Owner | FBC Member Since 2005
WHAT WE DO WHEN
Payroll is a headache and your team depends on you.
Managing contractors, part-timers, and rotating schedules can get messy-fast. Staying compliant and keeping everyone paid on time feels like a second job.
We streamline your payroll process, reduce errors, and take the stress off your shoulders.
Solutions
HR Services
Payroll
WHAT WE DO WHEN
You haven't planned for retirement-because you've been busy helping your clients.
You're putting everything you have into running a successful practice, not a pension plan. But deep down, you know you need a financial future that doesn't depend on your next appointment.
We help you build a retirement plan that feels realistic, tax-smart, and fully yours.
Solutions
Retirement Planning
Investment Management
Insurance Products
HOW WE HELP OUR MEMBERS
"David was so informative, helpful and made me feel like he knew how to take care of everything that is outside of my scope of tax awareness. The mental space it creates not having to stress about filing business tax again is worth every penny of the investment. I am way more confident in filing taxes as an entrepreneur this year and no longer worried about leaving money on the table!"
K.O.
Owner | Small Business | FBC Member Since 2022
Let's get your practice sorted
Book your free consultation with an Advisor. No pressure, just practical guidance-so you can focus on caring for others while we help care for your business.