Our firm was created in 2003 by Ann Sutherland and Robyn Watt-Dixon. Our vision was to create a firm that provides excellent client service, delivered in a simple down to earth manner, in an office environment that emphasizes a healthy work/life balance. Our firm caters to small to medium-sized businesses that are often owner-managed. We work closely with our clients and their team of financial advisors to satisfy their financial needs in a practical manner that all interested parties can clearly understand. We work closely with our clients throughout the year providing personal support and responding to their technical requirements in a timely and efficient manner.