| Mr. Francesco Miniaci 349 Four Valley Drive Concord, ON L4K 5Z3 Phone: 647-969-1824 Send Email | 
 | The PandaPay mission will always be to provide merchants with dedicated ongoing personalized care for their payment processing and business needs. Through education, world-class service and support were leaving more profits where they belong, in the hands of business owners.
| Member Since: 2019
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| Casiano "Sonny" Martinez 7250 Keele Street Vaughan, ON L4K 1Z8 Phone: 647-505-7059 Send Email | 
| CZM Tax and Accounting Services Professional Corporation provides Tax and Accounting Services to Small Businesses, Individuals and Corportations. We offer a full range of tax and accounting services including busienss consulting, tax planning and tax returns filing, payroll, financial reporting, business loan application and related services.
| Member Since: 2024
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| Mr. Luigi De Rose 200 Apple Mill Rd, Suite 400 Vaughan, ON L4K 5Z5 Phone: 905-326-6800 Send Email | 
| With more than 100 years of excellence in Canada, we provide industry focused assurance, advisory and tax services for public, private and government clients in four areas: Corporate accountability, Risk management, Structuring and mergers and acquisitions, Performance and process improvement | Member Since: 2017
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| Ms. Marina Gurizzan 400 Applewood Cres., Ste. 200 Vaughan, ON L4K 0C3 Phone: 1-800-848-2974 Send Email | 
| PSP Services is your preferred payment provider of choice for Canada. We are a one-stop shop for all point-of-sale needs including hardware, software, first-class technical support, and on-site repairs headquartered in Vaughan.
| Member Since: 2022
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| Anna Raeli 2946 King Rd. King City, ON L7B 1L6 Phone: 9058332662 8778132662 Send Email | 
 | I have been a Desjardins insurance agent since 1998. I previously worked for two agents prior to opening my own agency in King City in Oct 2007. I pride myself on providing value-added, remarkable and a memorable client experience. My goal is to help people protect assets and preserve wealth. My passion for helping families and giving back to my community is the reason I do what I do. My agency provides insurance for your Auto, Home, Business, Life and Health Insurance needs. Experience matters. And it matters most when reviewing your insurance needs. We get to know our clients and we go through all of their big events-their first car, first home, first baby etc... We're there for all the great things that happen and we're there when the unexpected happens. Policies are complicated today and that's where my team and I come in. You simply cannot and do not get the same level of service from an internet-based service or distant call centers as you get from my full service, one-stop boutique agency. Feel free to give us a call today for all your insurance and financial services needs at 905 833-ANNA or stop by our office, we'd love to hear from you!
| Member Since: 2025
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| Bernie Rose 200 Apple Mill Rd., Ste. 800 Vaughan, ON L4K 0J8 Phone: (416) 226-7444 Fax: (905) 695-1545 Send Email | 
| Member Since: 2017
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| Mr. Alan Tenenbaum 7330 Yonge Street, Unit 105 Thornhill, ON L4J 7Y7 Phone: (416) 930-4511 Send Email | 
| With over two decades of expertise, I provide tailored financial advice, skilled in investments and insurance. My careful analysis ensures confidence in your financial journey. | Member Since: 2024
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| Crystal Smith 17070 Yonge Street Suite 205 Newmarket, ON L3Y 8Z4 Phone: (877) 300-4131 Send Email | 
| Cloud Bookkeeping, Accounting, Payroll and Taxation, so you can get back to what you love. Let's be real, bookkeeping and accounting aren't everyone's thing; we get it. GnarlyBooks is here to help create the right cloud bookkeeping and accounting solution just for you, so you can focus on your business and get back to doing the things you truly love to do. Our team of highly talented individuals is ready to roll up our sleeves and take the load off your shoulders. | Member Since: 2022
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| Mr. Pascal Helou 80 Marycroft Avenue Unit 1 Woodbridge, ON L4L 5Y5 Phone: (905) 652-0147 Fax: (905) 652-0148 Send Email | 
| Business Advisory Firm | Member Since: 2003
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| Smita Chakrabarti 5580 Explorer Drive Suite 502 Mississauga, ON L4W 4Y1 Phone: (877) 908-9386 Send Email | 
| Converting Taxes to Charity & Managing Business & Family Transitions! Creating Continued Legacies while transitioning Success into Significance! Making Giving Simple!
| Member Since: 2023
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| Mr. Derik Abraham 21 Arnold Street PO Box 148, Station A Richmond Hill, ON L4C 4X9 Phone: (416) 494-3765 Send Email | 
| Management Consulting & Financial Services | Member Since: 2005
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| Brian Litvin 1950 Highway 7, Suite 28 Concord, ON L4K 1P2 Phone: (416) 619-7764 Send Email | 
| At Litvin Muir we specialize in Canadian and International Sales Taxes, Scientific Research and Experimental Development Credits and Government Grans and Funding. We ensure your business maximizes government funding opportunities and minimizes its indirect tax (Sales Tax) costs. | Member Since: 2020
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| Vikas Sharma 60 Pippin Road, Unit 34 Concord, ON L4K 4M8 Phone: (416) 887-3861 Send Email | 
| At Dream Home Financing Solutions, client satisfaction is our priority. We are committed to building lasting relationships with our clients. Based on your financial priorities, we suggest the best mortgage solutions that align with your requirements. | Member Since: 2024
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| Mr. Dirk Drieberg ON Phone: (416) 716-8251 Send Email | | We adopt an integrated and holistic Life First approach with business owners and families to collaboratively develop a financial security plan that helps you accomplish your life goals. We want to know and understanding your "Why."
| Member Since: 2024
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| Rich Zhou 435 Richmond St. W. Toronto, ON M5V 0N3 Phone: (519) 568-9418 Send Email | 
| As companies scale, they often operate with a fragmented or insufficient accounting and finance structure. We provide the resources of an entire accounting & finance department as extended capacity or as the entire department for companies looking for more than a bookkeeper but less than a full time CFO. Bookkeeping Accounting, FP&A, Tax & regulatory, CFO and more services are available to help companies get more without the overhead.
| Member Since: 2024
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| Ms. Brenda Burjaw 50 Ronson Dr., Unit 155 Toronto, ON M9W 1B3 Phone: (416) 438-9351 Send Email | 
| As Ontario’s largest credit union, and second largest in Canada, with more than 365,000 Members, we’re committed to providing exceptional banking services and advice. We also have a role to play that goes beyond financial services. Our commitment to Members and communities is rooted in this fundamental belief. We have $31.2 billion in assets under management, over 2,200 employees and over 75 years of history.
Unlike some of the larger financial institutions, we don’t have public shareholders. Our Members are owners – that means that any profit we make goes back into improving our products and services, and innovating new ways to enhance our Member’s lives.
With 89 branches and 15 business banking centers across Ontario, we are full service financial institution offering everything our competitors do.
At Meridian, our vision is to be recognized as an inclusive, transparent, and people-focused financial partner with our purpose being to help our Members achieve their be | Member Since: 2024
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| Mr. Stu Morrow, CFA 79 Wellington Street West, Unit 3410 TORONTO, ON M5K 1J5 Phone: (437) 922-4354 Send Email | 
| Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned, independent investment firm, managing approximately $90 billion in assets for individual and institutional investors across all major asset classes. This approach has helped our clients safely and profitably navigate the investing landscape over many economic cycles. Our mission is to be our clients' most trusted investment manager by delivering long-term excellence, building strong client partnerships, and making a commitment to do the right thing---always.
| Member Since: 2024
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| Ms. Natasha Bridgmohan 261 MILANI DRIVE UNIT 101 Woodbridge, ON L4H 4E3 Phone: (905) 851-8871 Fax: (905) 851-8873 Send Email | 
| Investments & wealth management and financial consulting
| Member Since: 2010
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| Mr. David DeBartolo 4101 Yonge St., Suite 700A Toronto, ON M2P 1N6 Phone: (416) 218-8707 Send Email | 
| My Commitment To You. To provide clients trusted financial advice with exceptional service. With 20 years of financial services experience and a holder of the CFP designation, I provide clients with solutions to help them reach and attain their financial goals. A good plan will encompass creating and preserving wealth as well as leaving a legacy according to your wishes. I am committed to providing you with comprehensive financial advice which meet your individual needs.
| Member Since: 2024
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| Mr. David Crudele 2175 Sheppard Ave. E., Unit 215 TORONTO, ON M2J 1W8 Phone: (877) 671-1635 Send Email | 
| PayLite provides credit and debit card payment services nationally, offering physical & virtual payment terminals and e-commerce payment solutions. PayLite is the preferred payments partner of the Better Business Bureau serving Central Ontario. | Member Since: 2024
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 | Desjardins, Commercial National Accounts |
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| Alicia Mair 25 York St Suite 1000 Toronto, ON M5J 2V5 Phone: (416) 570-5943 Send Email | 
| Member Since: 2023
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| George Gentile 201-3 Director Crt., Unit 201 Woodbridge, ON L4L 4S5 Phone: (905) 264-9205 Send Email | 
| Specializing in Estate Planning and Group Benefit Plans.
| Member Since: 2021
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| Anna Marsico 5b-27 Roytec Rd. Woodbridge, ON L4L 8E3 Phone: (905) 850-1283 Fax: (905) 264-1741 Send Email | 
| Primerica proundly serves as a leading provider of financial products and services to middle-income families. We believe it is important to provide families a financial education in straightforward language on important financial principles so they can reduce debt, invest for the future and plan for the unexpected. Our company was built on the philosophy of "buy term and invest the difference". This approach is a holistic approach so that families can get the highest amount of coverage for the lowest cost, freeing up money to invest in their family's future for retirement and their children's education and pay down debt.
| Member Since: 2024
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| Mr. Vince Petrolo 205 Marycroft Avenue Unit # 8 Vaughan, ON L4L5X7 Phone: 905-264-1334 6474562497 Fax: 877-653-00432 Send Email | 
| Full Service Investment Services
| Member Since: 2019
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| Carla Parente, CFP 3250 Bloor Street West, Suite 705, Bloor Islington Place, East Tower Toronto, ON M8X 2X9 Phone: 4162316659 4165626732 Send Email | 
| Canada's leading full service investment and wealth management firm. Clients have access to a full suite of resources, including the expertise and personal attention of advisors. Our full-service wealth management offering is a comprehensive, team-based approch that brings together the advice and planning clients need to build, grow and transfer their wealth.
| Member Since: 2024
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| Ms. Barbara Hoffmann 9131 Keele St. - A4 Vaughan, ON L4K 0G7 Phone: (905) 747-3304 Send Email | 
| B. Hoffmann & Associates Ltd is a boutique indirect tax consulting business that helps businesses, including major automotive clients minimize the indirect tax that they pay. Our goal is to help our clients think deliverately about indirect taxes and the impact they have on a business' bottom line.
| Member Since: 2022
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| Francesca Tarantino 200 Apple Mill Road Vaughan, ON L4K 0J8 Phone: (647) 629-0663 Send Email | 
| Provides holistic wealth advisory and planning solutions for clients which includes investment management, investment and financial strategies and alignment to tax, estate planning, retirement planning, business succession planing and overall financial planning. | Member Since: 2020
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| Ms. Jasmine Wang 400 Creditstone Road, Units 7 & 8 Concord, ON L4K 3Z3 Phone: (647) 298-0916 Send Email | 
| Green Elephant Investments is a company focused on creating opportunities at the intersection of real estate and technology. We are currently actively engaged in land development and construction, advanced drone applications, AI powered senior care, innovative supply chain and overseas warehouse services.
| Member Since: 2023
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