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Brian Petersen MBA, CMA, CFP

Brian worked for ten years in the coporate environment holding positions of Assistant Controller for Marks & Spencer Canda Inc., Vice President of a privately held auto parts company and finally as Chief Financial Officer for a privately held manufacturing plant.
Since 1991, Brian has been in full time practice concentrating on tax issues for self employed taxpayers
In 1988, Brian obtained the Certified Management Accountants designation
In 1996, Brian completed the Masters in Business Administration in Finance from McMaster University
In 2004, he completed the Certified Financial Planners designation
Brian is both mutual funds licensed and life insurance licensed. He represents all major carriers and mutual fund companies and can handle all of your financial planning needs.
This combination of work experience and education allows Brian to advise taxpayers on the most profitable and tax efficient ways to grow their businesses

Adrianne joined the practice in February 2005.
Adrianne concentrates on customer service and helping clients to get answers to their questions
She co-ordinates all consultations and communications with clients.