OUR VISION IS OF A WORLD WHERE EVERY INDIVIDUAL RECEIVES THE FINANCIAL GUIDANCE NECESSARY TO REACH THEIR HIGHEST ASPIRATIONS
We are committed to providing the highest quality tax, accounting, and financial planning services. We believe these services should be proactive, unbiased, and focused on maximizing our clients’ financial position. We do this by combining cutting-edge technologies, proprietary systems, and the brightest people, all immersed in a culture of relentless improvement. We strive to bring maximum value to our clients while working to keep our services as affordable as possible.
Founder & CEO
Bachelor of Arts
Bachelor of Commerce
Chartered Professional Accountant (CPA)
Certified Financial Planner (CFP)
Canadian Investment Manager (CIM)
Worked with over 1,000 entrepreneurs and small business people.
People often speak of the need to teach financial literacy as part of basic school curriculum. This basic literacy is widely acknowledged to be far below ideal levels, but what are the options?
So much of financial services these days strives to balance the competing interests of the client and the advisor, not always yielding the best result for the client. If someone is recommending a course of action, how do you know they have considered it solely from the perspective of what is best for you?
Tax work can be completed with the aim to get the numbers onto the tax forms as quickly as possible, or it can be completed by a skilled practitioner who is guided by the need to seek out the very best tax planning, both in the moment and many years into the future.
We all know that people who are able to optimize their financial position lead happier and ultimately more productive lives. They experience less stress and frequently go on to impact the world favourably in their own unique manner.
The founders of Insite believed that there was a better way. They took their decades of industry experience, coupled with valuable experience gained in other industries, took out a clean sheet of paper and designed the firm they believed they would want if they were the clients.
We believe a complex and sometimes troubled world can change little-by-little for the better when people are given the freedom and the peace of mind to embrace their true passions and realize their true potential. Who doesn't want to change the world, if only just a little?
We are very proud of this firm. We realize that it will always be a work in progress, but we believe that it is pretty darn good the way it is. We invite you to join us on that journey.