It’s been said that the secret of success is to surround yourself with amazing people, in addition to our in-house team, we also have an excellent group of professionals to share with you. If we can’t find the answer you’re looking for, one of these talented professionals should be able to help.

wade&coWade & Company Chartered Accountants Aaron Wade is proud to have had the opportunity to build his professional and personal life in the Westshore and Sooke regions of Victoria. Having grown up in the area, it was important to him to serve the community he loves. After graduating from Belmont High School he completed his Bachelor of Commerce degree at the University of Victoria. He earned his chartered accountant designation in 1998 and started articling for a local firm. In 2001, Aaron chose to build a public practice in Langford, providing a full-service accounting office with a concentration on owner-manager businesses and personal taxes. With over 18 years of experience and strong ties to the local community, Aaron is grateful for the opportunity to offer a high level of service while providing a sense of comfort for all of your accounting needs You can contact them at: 250-478-1111 203-791 Goldstream Ave, Victoria, BC V9B 2X5 Scott Travelbea and his team are the folks we use to help our clients get the lending they need. They’ve been able to provide exceptional rates and extremely flexible solutions. You can contact them at: 250-381-7178 102-860 View St, Victoria, BC V8W 3Z8

cook-robertsLaylee Rohani practices in the areas of corporate and commercial transactions, commercial and residential real estate, strata property law, and estate planning and administration. Her clients include private companies, developers, strata corporations, financial institutions, and individuals requiring general legal advice and representation. Laylee aims to provide practical and goal oriented advice to her clients and enjoys seeing her client’s objectives come to fruition. Born in Victoria, Laylee enjoys her work on the boards of two organizations supporting citizens in the community. Contact Laylee at 250-381-1411 Jason Finnerty of Brandscaping Marketing helps us with our marketing and communication needs, including the content for our website and our newsletters. He works with an assortment of local businesses, including Royal Roads University and FTS Environmental, as well as local creative agencies to provide content for their clients. His specialty is creating effective copy that resonates with your target audience, but he’s able to use his local connections to find a marketing solution that works for you and your business. Contact Jason at 250-415-0281

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If you're willing to take an active role in your financial future, we want to work with you. If you have questions about anything that may impact your financial goals, give us a call or send us an email and we will do our best to find the right answer for your circumstances.

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