INQUIRIES

CLIENT RESOURCES

FOR ADVISORS

ABOUT US

Meet our Team of Experts

Partner

Allen Provost (CPA)

Allen has over 23 years of experience in public accounting as a sole practitioner, as a Partner in a local accounting firm, and as a Principal with a National accounting firm. Allen’s experience is related almost entirely to accounting and tax planning/preparation for small and medium sized owner-managed businesses across various industries including professional corporations, real estate professionals, manufacturing, retail and investment corporations. Allen has spent his career focused on working directly with the business owners helping them to obtain their goals, financial or otherwise, and to maximize their family wealth.

Allen graduated from the University of Windsor, earning his CA designation in 1998. Outside of the time spent on business, Allen spends time golfing with his family and friends and enjoys running to stay healthy.

Uncommon Solutions

We specialize in designing unique solutions tailored specifically to maximize the financial success of business owners and incorporated professionals.

Impact

We have perfected planning methods to increase client’s wealth, focusing on delivering maximum value and desired outcomes.

Collaboration

We provide the best solutions for valued clients by working with existing advisors when implementing our
customized solutions.

Expertise

We provide uncompromising commitment to excellence. For over a decade, we’ve offered our services coast-to-coast and internationally, with proven success.

LEARN MORE ABOUT OUR SOLUTIONS

The most valuable call you’ll make

Your time is a limited resource, and so is ours. In 15 minutes we can walk you through our innovative solution to optimize the financial success of entrepreneurs and professional business owners. If you haven’t spoken with our team, you’ve never seen this tool before. You’ll want to stay on the call longer – we guarantee it.

CALL NOW
BOOK A TIME