About Us
Our Team Cares About Your Business – We Really Do!
We bridge the gap between large and small businesses by providing expert financial services tailored to your needs. Our mission is to empower small businesses with the tools and support they need for success. Meet our team of seasoned professionals who are passionate about helping your business thrive.
Our Team

Tina Lee, Principal
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Beyond my professional life, I am deeply passionate about history, culture, travel, art, and nature. As a social butterfly, I thrive on connecting with others, whether through work, community events, or just a friendly conversation. As a mother of two little boys, I cherish the time spent exploring the world and nurturing their curiosity about the wonders around them. This balance between my work and personal life continually inspires me to bring fresh ideas to the services I offer.

Breanna Nash, Office Coordinator
I bring a strong background in executive administration, business analysis, and office operations. I enjoy supporting leadership, keeping daily operations organized, and creating efficient processes that help my team succeed. Building relationships and providing exceptional client support are at the heart of what I do!
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I graduated from Wilfrid Laurier University with a Bachelor’s Degree and a double major. With over 10 years of customer service experience, I have developed a strong passion for building relationships, supporting others, and creating positive client experiences. I bring a people-focused approach, strong organizational skills, and a commitment to delivering exceptional service.

Nathan Altamirano-Hill, Accounting Manager
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Diana Root, Canadian Tax Manager
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Michael Philip, U.S. Tax Manager
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