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Our Team

 

 

Michael D. Matthew CPA, CA has a practice that focuses on the small-to-medium sized business owner who he helps to achieve improved tax efficiency in their corporate structures and operations.

Michael has been a professional accountant for almost thirty years. He has a Bachelor of Arts – Chartered Accountancy Studies from the University of Waterloo. As a small business owner in the fields of computer and business consulting for more than twenty years, Michael has an appreciation for the challenges and frustrations faced by his clients. He understands that you want an accountant who will do more than just fill out forms; you want a trusted advisor who will add value to your bottom line.

Contact Michael today


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Mike McLaren is a knowledgeable independent Financial Consultant and has a CPCA and CEA designation. He has been licensed in the Wealth Management business as an Investment and Pension Expert with over 25 years of experience. In essence, Mike's mission is to determine the goals and objectives of his clients and then set a clear personalized financial plan to achieve and navigate those goals on an ongoing basis.

When you sit down face to face with Mike he will review his unique Defensive portfolio approach and how it interacts with Investment Management, Portfolio Management and Wealth Retention.

If you are looking for a conservative defensive strategist that is tax sensitive then his firm is a good fit. Though he consults on portfolios that are 100% in bonds to 100% in equities or a blended balance approach, he has no problems going to 100% safety if he feels there is a crisis pending. This is one of the main differences that separate him from most other advisors and why clients are comfortable with Mike as their trusted advisor. Mike combines his expertise with Michael Matthew to give clients the very best Tax and Investment advice.

His planning procedure is not a onetime event but a comprehensive process. The number of meetings will depend on the needs of the clients. Mike is presently helping hundreds of clients and he invites you to click on the RECOMMENDATION tab on his website www.equityassociatesoshawa.com as proof of satisfied Investors.

If you would like a no cost, no obligation interview to guide you to financial security please contact Mike today.

 

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consultation,
please contact us