Summer Hours

Please note that our office will be closed on Fridays for July & August 2021, however our partners and staff remain committed to providing the same high level of customer service throughout this period and meeting all client deadlines.

Please enter the email address for your account. A verification code will be sent to you. Once you have received the verification code, you will be able to choose a new password for your account.

Wisdom of Wealth

Click here to watch firm partner, Leanne LaRose, as she discusses the basics of taxation and the “Wisdom of Wealth” with financial planner, Jason Pereira