Providing bookkeeping, accounting, and tax solutions for small businesses, helping owners stay organized, compliant, and focused on growing their operations.

About FirstOntario Credit UnionMore than 126,000 people choose FirstOntario for their finances. From chequing and savings accounts to mortgages, loans, business services and highly qualified investment advice, our credit union offers you more than just an account. Have you thought about becoming a member? You should.At FirstOntario, our members are owners. That means you have a say, and we value your thoughts and ideas. As a member (and a shareholder), you can run to be on our Board of Directors, and you can vote for your Board of Directors. You have a voice. And we want to hear it.

Ian is a CERTIFIED FINANCIAL PLANNER® and Chartered Life Underwirter alongside being a Registered Retirement Analyst® and a Registered Retirement Consultant®, enabling him to offer top-tier financial planning advice to clients and helps families develop a detailed, written Financial Plan.Ian helps small business owners and multi-generational families grow and maintain their wealth through various financial, tax and insurance planning strategies.