Professional Network

Our Professional Network is made up of other professional advisors that we have worked with over the years – advisors we trust to provide our clients with excellent advice and top-notch client service at a reasonable fee.


Accounting


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Stephen Aidelbaum, BA, B. Comm., CPA, CA
Partner, Lipton LLP Chartered Accountants

Steve has over 25 years’ experience with owner-managed businesses. He has worked with several of our clients over the years and has provided excellent advice and top-notch service.

To learn more about Steve & Lipton LLP.

If you think you would benefit from Steve’s advice and would like an introduction, please contact us and we would be happy to make the connection.

Ijaz-Ahmad-

Ijaz Ahmad, CPA, CGA, CPA (U.S.),MBA
Principal Ijaz Ahmad Professional Corporation

Since 2003, Ijaz has worked with individuals and small to medium size business owners with a special interest to develop tax plans that minimize the tax burden and add value to their businesses.

To learn more about Ijaz and his practice.

If you think you would benefit from Ijaz’s advice and would like an introduction, please contact us and we would be happy to make the connection.

Legal


douglas hancock

Douglas Hancock, B.A., J.D., L.L.M.
Corporate / Commercial Lawyer, DH Professional Corporation

Douglas was called to the Bar in 1988 and is the principal lawyer at DH Professional Corporation, Barristers & Solicitors.

Throughout his legal career, Douglas has focused on transactions, representing numerous buyers and sellers of businesses and real property.

Further, Douglas has been engaged by many institutional clients and is a preferred solicitor with the Business Development Bank of Canada.

Douglas also has extensive experience in estate planning.

His corporate/commercial practice continues to emphasize the needs of the entrepreneur and their need for timely and cost effective service.

You can learn more about Doug and his firm here.

If you think you would benefit from Doug’s advice and would like an introduction, please contact us and we would be happy to make the connection.

Tristen Audet, BA Hons, JD
Estates & Civil Ligation Lawyer, DH Professional Corporation

Tristen was called to the Bar in 2016 and is an Associate Lawyer at DH Professional Corporation, focusing on estate matters including estate planning, will and trust drafting, estates administration and litigation.

Group (Employee) Benefits


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Kevin Trainor
Benefits Specialist Small Business Advocate

Kevin Trainor was a co-founder and former Director of Benecaid Health Benefit Solutions, a leading Canadian provider of health benefits solutions. A serial entrepreneur, Kevin co-founded Henry Schein Canada, which is now the largest dental equipment and supply distributor in Canada. He also launched or contributed to the growth of several small to medium sized companies before forming Benecaid. Kevin’s experience managing small, high-growth companies led to a growing frustration with the rising premiums and reduced benefits under traditional health benefit plans offered through large, traditional carriers.

In 2000, Kevin partnered with a like-minded associate and together developed health benefit solutions that work for sole proprietors, and small to medium sized businesses. His solutions have also provided large corporations with an alternative to traditional plans. Kevin’s focus, passion and in-depth knowledge of the group health benefits industry, combined with his entrepreneurial experience, have made him a trusted advisor to businesses across Canada.

Kevin graduated from McMaster University in 1980. Kevin provides our team with support in developing unique and cost effective benefit solutions for our clients.

Home, Auto & General Insurance


Greg Kruk, B. Comm. (Hon), RIB, CIP
Principal, Sentinel Risk Insurance Group

Greg is President at JWK Insurance. He holds both a Chartered Insurance Professional Designation from the Insurance Institute of Canada as well as the Canadian Professional Insurance Broker Designation from the University of Toronto. With a background in Risk Management and High Net Worth clientele, Greg is able to work with clients to review risks and make educated recommendations on required coverage. Greg has offices in Toronto, The Kawarthas & Durham Region.

To learn more about Greg and his services.

If you think you would benefit from Greg’s advice and would like an introduction, please contact us and we would be happy to make the connection.

Dave-Kennedy-

Dave Kennedy, B.A., CIP
Principal, Sentinel Risk Insurance Group

Dave holds a Chartered Insurance Professional Designation from the Insurance Institute of Canada and has been assisting clients with their Personal, Farm, Marine & Commercial Insurance Needs since 2000. Dave has offices in both Bobcaygeon & Toronto.

To learn more about Dave and his services.

If you think you would benefit from Dave’s advice and would like an introduction, please contact us and we would be happy to make the connection.

Mortgage Brokerage


Coming soon.

References or website links on this page to third party goods or services are not endorsements or approval of such goods or services by Worldsource Financial Management Inc. (WFM).  The professionals listed are not registered in any capacity with WFM and WFM is not responsible in any way for the business activities of these individuals or their organizations.

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