We have established relationships with several accountancies and tax specialists in with different skill-sets in different cities including: 

Jethro Bushenbaum, focuses on the owners of GTA and Toronto-Based sole proprietorships and their families, specializes in year end statements and tax strategies.

Sourcepoint, serves small businesses in Ontario with accounting and bookkeeping solutions, including monthly bookkeeping, full financial reporting, and tax services.

We have established relationships with several law firms with specialties extending from wills, trust, and estate planning to small businesses and contracts. You would be amazed at the difference great legal advice can mean to your business versus good legal advice. 

From relationships with local bank branches, local financial planners to mortgage brokers. Our aim is to make sure that you have the best of the best in terms of financial support so you can excel in personal retirement planning, wealth management strategies, and personal investment planning. In some cases, we recommend key individuals and companies whereas in other cases, a list of recommended practitioners gathered from our clients. In either the case, the choice of who you go with is always yours.   

Some relationships include:

The Calum Ross Team, Mortgage Centre Canada. Top Mortgage Centre agent and franchise in Canada since 2004. Top in Toronto since 2002. Focuses on professionals, executives and the owner's small businesses. Championed the concept of the "Mortgage Management  Program" that looks at your suite of mortgages and debt products as ways to balance your overall investment portfolio.

Douglas Robinson, Western Ontario. Focuses on Life Insurance & Estate Planning for small and medium business owners including Key Man Insurance, Group Health & Dental and Benefits, and Pension Plans for small businesses. Located in Thunder Bay, he focuses on clients in Western Ontario. 

We have contacts with several companies that specializes in financing and factoring. These companies can guide you through the following:
- mainstream and alternative short and long-term financing
- purchase order and invoice factoring and short-term financing
- short-term convertible financing from private sources and purchase order & invoice factoring
In some cases, there are government finances that we can refer you to as well.

In order to keep our relationships "arms-length" we have gathered a selection of vendors and developers that we can count on and come recommended by our clients. These vendors will take care of your web development, CRM, performance management, and accounting needs from a software development point of view. We do not want to force or "over-recommend" any of these vendors or developers but will present to you some of the strengths and weaknesses of working with each should the time arise. Some developers that come highly recommended include:

Korkola Design, Serving Western Ontario

Swerve Design, Located in Downtown Toronto

Sencia Canada Ltd., Western Canada. Provides US and Canadian businesses with complete e-business solutions, ranging from engaging graphic designs and corporate identity packages to custom web-based applications.