We have a Partner driven culture, where a client’s situation is looked at from many different angles, by advisors with broad and varied experience.
We have a Partner driven culture, where a client’s situation is looked at from many different angles, by advisors with broad and varied experience.
We offer deep, in house expertise by line of business.
All account managers are owners, ensuring a vested interest in your satisfaction.
All Service Staff have a variable component to pay to align their activities with client satisfaction.
We always maintain impartiality; we do not have “in-house” products we manufacture that would distort our perspective and advice.
We have a Partner driven culture, where a client’s situation is looked at from many different angles, by advisors with broad and varied experience.
We offer deep, in house expertise by line of business.
All account managers are owners, ensuring a vested interest in your satisfaction.
All Service Staff have a variable component to pay to align their activities with client satisfaction.
We always maintain impartiality; we do not have “in-house” products we manufacture that would distort our perspective and advice.
Your work is peer reviewed by a qualified BFP licensed partner.
Your account is regularly reviewed, in detail.
We compare your account to the market to ensure it has a competitive edge.
We are available to support your questions at any time.
Your work is peer reviewed by a qualified BFP licensed partner.
Your account is regularly reviewed, in detail.
We compare your account to the market to ensure it has a competitive edge.
We are available to support your questions at any time.
Deborah Peck,
Manager Human Resources, MAXEM EYEWEAR
Dan Jennings,
CFO, 4Refuel
Michael Sadovnick,
CA, Accountant, STS Partners LLP
Gabrielle M. Loren,
CPA, CGA
Karl Peters
Controller, Haney Builders Supplies
Louis Ramos
President, Ramos Holdings Ltd
Deborah Peck,
Manager Human Resources, MAXEM EYEWEAR
Dan Jennings,
CFO, 4Refuel
Michael Sadovnick,
CA, Accountant, STS Partners LLP
Gabrielle M. Loren,
CPA, CGA
Karl Peters
Controller, Haney Builders Supplies
Louis Ramos
President, Ramos Holdings Ltd