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.



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, 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.


Spencer Heath
Corporate / Commercial Lawyer, BSLSC LLP

Spencer obtained his Bachelor of Arts degree (with specialization) from the University of Alberta. He graduated from the University of Western Ontario Faculty of Law, having been awarded the Canada U.S. Law Institute Prize for Writing. In 2008 Spencer graduated from Osgoode Hall Law School with a Masters degree in Business Law. He has also been a member of the New York State Bar since 2005.

Spencer was called to the Ontario bar in 1992. He spent the first seven years of his career as a litigator representing corporate and individual litigants in commercial and other areas of law. His litigation experience is an important and invaluable backdrop to his goal-oriented, pragmatic approach to the practice of law.

In the late 1990s Spencer transitioned his focus from litigation to corporate/commercial law and has over 20 years’ experience in the field. His client representation spans most facets of business, including corporate organization, shareholder and partnership agreements, acquisitions and divestitures, complex corporate reorganizations, secured transactions, commercial financing, corporate income tax, commercial real estate, intellectual property, employment law, commercial and residential leasing, shareholder dispute resolution, occupational health and safety, estates, and estate planning.

Acknowledging that no one is an island, Spencer complements his experience with an extensive network of colleagues and other professionals, upon whose expertise he draws and with whom he works collaboratively on a regular basis to achieve clients’ objectives.

Spencer prides himself on his communication skills. He speaks, reads, and writes conversational German.

Tristen Audet, BA Hons, JD
Lawyer, Estates & Wealth Planning Group
Cambridge LLP

Tristen Audet is an associate lawyer with the Estates & Trusts Group. Tristen has extensive experience in estate planning and administration, including trust planning for high net worth clients and for beneficiaries with special needs.

Before joining Cambridge LLP, Tristen spent several years practicing in the Peel Region, where she had a broad-ranging practice which included both estate planning and a variety of litigation. She is now focussed on estate planning. Tristan’s unique experience gives her a rare and valuable perspective, allowing her build better estate plans for clients.

When not in the office, Tristen is often gardening, painting with her daughter, or volunteering with youth outreach programs focusing on positive introductions to the Canadian legal system.

Learn more about Tristen & her firm.

Group (Employee) Benefits


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, 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

Sean Humphries
Mortgage Agent

Expert mortgage advice for everyday people. I'm a mortgage broker focusing in the Toronto area. I help my clients with financing to purchase their first, second or eleventh home, to access equity for investments, vacation properties, renovations, additions or the surprises that life brings. I provide fast, friendly and expert advice. Reach out to me for a free, no-obligation consultation about how I can help you with your real estate portfolio. I'd be happy to help.

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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